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BT Investment Management

About BT Investment Management

The BT Investment Management (BTIM) vision is to combine the benefits of a strong institutional foundation and performance-focused culture with a ‘multi-boutique’ specialist investment approach. It believes this approach firmly positions BTIM to achieve outstanding risk-adjusted returns for investors, and deliver strong growth for shareholders. Its approach brings together multiple investment boutiques, run by experienced fund managers who have a real financial interest in the decisions they make, and the returns they generate for investors.

BTIM are an affiliate of BT Financial Group, an organisation built around innovation and achievement, which has been helping Australians create and manage their wealth since 1969.

Download manager profile (Australian Shares)

Download manager profile (Property Securities)

Download manager profile (Cash)

 

Funds managed

Key personnel

BTIM’s highly experienced investment team heads have an average funds management experience of 18 years and a strong track record of delivering above market returns.

Peter Davidson, Head of Property Securities

Peter joined Westpac Investment management in 1994, which later became a part of BT Financial Group. During his time with the group, Peter has held senior analytical responsibility for the property, retail, insurance and infrastructure sectors. Peter is currently responsible for the portfolio management of BTIM's range of listed property securities portfolios.

Prior to this, Peter had 10 years' experience in financial markets, starting his career as a fixed income securities and foreign exchange dealer with Midland Montagu Australia and then moving to Daiwa Securities where he worked as an executive in the advisory area. Before this, Peter was an industrials analyst at BT Securities, and he holds a Bachelor of Economics and a Bachelor of Law from the University of Sydney.

 Crispin Murray, Head of Equity Strategies

Crispin was appointed Head of Australian Equities for BT Financial Group in January 2003 and is responsible for managing the flagship Australian equities funds and Large Cap Australian equities team. He joined BT Funds Management in 1994 as an investment analyst working on European equities and was appointed Head of European Equities in 1998, with responsibility for portfolios totalling $4 billion. Crispin has also worked for Equitable Life Assurance Society in the UK as a bond and currency analyst. He holds an Honours degree in Economics & Human Geography from Reading University in the UK.

Joe Bracken, Head of Macro Strategies

Joe joined BTIM as Head of Macro Strategies in July 2007. He brings extensive experience in equities research, quantitative strategies and a strong track record, running a $6 billion portfolio strategy for a global pension fund.

Prior to joining BTIM, Joe worked for four years at ABP, one of the largest pension funds in the world with over $240 billion in assets under management. At ABP Joe was a founding member of the Global Quantitative Equities group, a team that runs approximately $24 billion, using multiple pure quantitative equity models. Before that, Joe was a Vice President, Equity Research for J.P. Morgan Securities and was also a Quantitative Fund Manager at Merrill Lynch Mercury Asset Management, London, UK. Joe holds a Masters of Business Administration at London Business School and a Bachelor of Computer Science at Dublin City University.

 Vimal Gor, Head of Income & Fixed Interest

Vimal has over 16 years’ experience in analysing and managing Global Fund Income and financial exchange portfolios and strategies in both cash and derivative space. Vimal joined BT Investment Management in November 2009 responsible for Sovereign Fixed Interest and in June 2010 was appointed the Head of Income and Fixed Interest. He is responsible for leading the team, process and strategy for all of BTIM’s Sovereign and Credit Funds.

Vimal previously worked for over 10 years at Aviva Investors in London where he was responsible for the management of the global bond portfolios within the sovereign team. He was also the lead fund manager globally for all Aviva Investors Global Aggregate Bond Funds and worked on the G7 and FIM hedge funds. He was co-chair of the Global Aggregate Asset Allocation process.


Why Advance selected BTIM

Australian shares
We're impressed by BTIM's risk awareness across all aspects of its Australian share research and portfolio construction. We have tailored a high conviction mandate from BTIM to leverage off of their best ideas and strong stock selection skills. We believe that BTIM's assessment of macro economic risks combined with a high conviction portfolio strategy will minimise shorter-term underperformance while delivering stronger performance for our clients over the medium timeframe.

Property securities
Led by Peter Davidson, the property securities investment team has a deep knowledge and understanding of the property securities market in Australia. We like the fact that the team draws on the resources of BTIM’s other specialist teams, such as macro, income and equity strategies. We’re also pleased with the way its bottom-up and valuation-driven investment process has proven to be effective, even in the volatile market conditions we’ve experienced since 2008. 

Cash
We like the capability of the large team of dedicated investment professionals to draw upon the resources of the wider BT Group and manage a round and diversified cash investment strategy. The team uses a much wider range of investment strategies than other investment managers. In addition, BTIM has a trading and exposure management team that integrates trading, risk management and compliance monitoring to ensure each portfolio manager is fully aware of the execution of their trades and the market risks within the cash portfolio.