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.
Funds managed
- Australian Shares Multi-Blend Fund (with other managers)
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.
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.
Scott Osborne, Head of Income Strategies
Scott is the Head of Income Strategies and is responsible for the management of Australian cash funds. He has portfolio management responsibilities across these funds and is also responsible for formulation of investment strategy, portfolio construction, analysis of structured finance securities, sector allocation and stock selection and servicing client relationships. Scott joined BTIM’s fixed income and cash teams in 1988. Prior to these appointments, he was a dealer for both fixed interest and money market securities. He holds a Master of Business in Finance from University of Technology, Sydney and a Graduate Diploma in Applied Finance and Investment.
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.
Robert Swift, Head of Multi Strategies
Robert joined BT Financial Group in September 2007 and is responsible for BT’s Global and Australian alternative investments, and Australian and international sustainability funds.
Previously, Robert co-founded and managed a global equity long/short hedge fund management company, Oxhead Capital Management which was acquired by Morgan Stanley in 2006 after three years in operation.
From 1995 to 2002, Robert was a Managing Director and Partner at Putnam Investments, Boston, USA and was one of four Chief Investment Officers in Putnam’s Growth Equity group, collectively responsible for over $US200 billion. His specific responsibilities included Global and Regional Growth-oriented Equity mandates for both institutional and retail clients based in the USA, Europe and Asia. Robert has also worked in London and Sydney in portfolio management and analyst roles with firms such as Hill Samuel Investment Advisors, Pring Dean/ Hambros Equities and John Govett & Co.
Why Advance selected BTIM
We are impressed by BTIM’s risk awareness across all aspects of its Australian share research and portfolio construction. We allocate risk to an appropriate selection of higher conviction investment managers within our Australian shares portfolio and we’re confident that BTIM’s prudent risk aware portfolio provides us with a robust and consistent foundation.
