The Capital Finance International magazine judging panel utilised a wide range of criteria to help it to reach its final decision, lending the critical eye of a collective 170 years of business journalism, corporate leadership and academia to the exhaustive information gathering of the award body’s own research team. Some of the major factors taken into consideration included – customer service, contribution to economic growth, transparency, financial performance, corporate governance, innovation and risk management.
La T robe Financial’s Chief Investment Officer Chris Andrews stated, “We are delighted to be recognised as Australia’s Best Investment Management Team, especially during these times of pandemic and economic volatility.” Andrews further added “We are committed to being good stewards to our investors’ capital. It has never been more important for our customers to know that they can trust us with their hard-earned savings. Throughout the challenges of 2020 we have continued to deliver on our promise to our customers to manage their investments. To be acknowledged as the Best Investment Management Team in Australia, is a testament to the breadth of experience in the team and our highly disciplined approach. We recognise that this has been a difficult year from investors and we remain focused with great intensity on continuing to deliver consistent returns to all of our investors, whatever the economic cycle.”
Over the past five years, La Trobe Financial has delivered more than $596 million in interest income to over 50,000 investors in its Credit Fund. La Trobe Financial’s 12 Month Term Account has been named Australia’s Best Credit Fund – Mortgages for the past 11 years and Best Non-Bank Financial Institution by Money magazine. The Credit Fund’s flagship 12 Month Term Account is also Australia’s highest rated in the sector – by Australia Ratings, Lonsec, Zenith Investment Partners and SQM Research.
La Trobe Financial President & CEO Greg O’Neill OAM added, “As the nation looks ahead to our economic recovery. we are delighted to be named Australia’s Best Investment Management Team. Our team is truly focused on making a difference in people’s lives by helping them achieve their investment goals through Credit Fund accounts that are low in volatility and provide a regular monthly income. This recognition is a testament to their hard work.”
About La Trobe Financial
Established in 1952 and with $12 billion of assets under management, La Trobe Financial is one of Australia’s leading diversified wealth managers, specialising in funding and investment solutions. La Trobe Financial has been a proven and trusted investment partner for institutional and retail investors, operating Australia’s largest retail Credit Fund with $5 billion in assets under management and 50,000 retail investors. It is 80% owned by Blackstone, one of the world’s leading investment firms with more than US$564 billion of assets under management worldwide, and 20% owned by management.
La Trobe Financial is regulated by the Australian Securities & Investments Commission (ASIC) and holds the requisite regulatory AFSL and ACL licences to operate and place RMBS issuances.
For further details please visit our website www.latrobefinancial.com.
