La Trobe Financial assessed “Superior” by leading independent research house

Chris Paton

La Trobe Financial, Australia’s leading alternative asset manager, is pleased to confirm that its “Superior” operational capability has been affirmed by the highly-regarded Foresight Analytics.

La Trobe Financial’s Chief Investment Officer Chris Paton commented, “We are proud to have been assessed as having a ‘Superior’ operational capability by one of Australia’s leading research houses. This ongoing endorsement from Foresight Analytics recognises our commitment to providing the highest standard of credit and investment disciplines across the business. As responsible stewards of almost 100,000^[1] investors hard earned wealth, we continue to develop our people, processes and platform for the benefit of our investors.”

Jay Kumar, Foresight Analytics Founding Director and Chief Analyst, commented that the Superior operational capability rating “reflects the ongoing investment of the La Trobe Financial group in its human resources and risk and compliance practices, in addition to the ongoing financial backing from Brookfield Asset Management and a further strengthening in corporate financial performance. The Superior assessment is underpinned by La Trobe Financial’s ability to grow. With funds under management almost doubling over the last three years, it represents one of the fastest-growing funds in Australia. The Fund is well positioned for future growth whilst maintaining investment performance and preserving investor capital and redemption liquidity.”

A superior operational due diligence rating is the highest available from Foresight Analytics, and reflects the superior capacity of an operating party to perform its operational role and assist the fund in meeting its financial obligations promptly.

This rating follows La Trobe Financial’s 12 Month Term Account – one of the highest rated and most awarded strategies in its asset class – being named Australia’s “Best Credit Fund – Mortgages”, by Money magazine for the 15th consecutive year.

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Notes:
[1] Total investors is calculated by adding all individual & joint investors (which includes some investors with a current zero balance in their account) to reasonable estimates of investors investing via platform, trusts or SMSFs.