Chris Andrews

Australia’s premier alternative asset manager, La Trobe Financial, proudly announces the re-certification of its carbon neutral status by Climate Active, a renowned certification program endorsed by the Australian government.

This achievement reaffirms La Trobe Financial’s commitment to sustainability and positions the company as a force for good in the financial services industry.

Commenting on the firm’s carbon status, La Trobe Financial’s CEO, Mr Chris Andrews, expressed his pride in the re-certification, stating, “We are very proud to announce that we have, for the third consecutive year, had our carbon neutral status certified by Climate Active. As Australia’s premier alternative asset manager with in excess of $20 billion in AUM, this is an important achievement for the business of which I am immensely proud.”

La Trobe Financial’s commitment to sustainability extends beyond achieving carbon neutrality. Under the leadership of Andrews, the firm has set itself the goal to become 100% carbon zero by 2030. This strategic move demonstrates the company’s dedication to mitigating climate change and reducing its environmental impact.

Speaking of the transition, Lilian Chin, Director Client Partnerships & ESG at La Trobe Financial stated “By transitioning to 100% renewable energy from the grid, we expect to reduce our annual carbon footprint by a significant 18%. Additionally, by proactively adopting renewable energy sources starting in 2024, we have made significant progress in minimising our Scope 2 carbon emissions”.

Climate Active’s certification program is recognised globally for its stringent standards and comprehensive assessment process. La Trobe Financial’s re-certification underscores the company’s ongoing efforts to measure, reduce, and offset its carbon emissions. By participating in this program, La Trobe Financial demonstrates its commitment to transparency and accountability in addressing climate change.

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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^ 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. Read the Foresight Analytics report here or learn more about the La Trobe Australian Credit Fund and view the latest rates here.

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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.

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Chris Andrews

La Trobe Financial, one of Australia’s best-known and most trusted alternative asset managers, has today signalled the broadening of its Asset Management operations through the launch of its Global Asset Management strategy.

This is an important milestone for the company, with La Trobe Financial CEO, Chris Andrews, highlighting that the business is leaning into its extensive global networks and private market expertise to deliver the best of the world’s investment offerings to Australian investors.

“At La Trobe Financial, we have been building the wealth of our investors for over seven decades through careful attention to quality, discipline and consistency in performance. Today, we have $18 billion in assets under management across almost 100,000 investors,^[1] including some of the world’s largest financial institutions. We remain as committed as ever to delivering a suite of the highest quality global strategies to our investors and adviser partners. These investments are unique and exclusive to La Trobe Financial and provide investors with investments that are very difficult to access”.

The announcement of the Global Asset Management strategy is headlined by the launch of the La Trobe US Private Credit strategy, a product developed in partnership with the business’ first global partner, one of the world’s largest financial institutions, Morgan Stanley, who serves as adviser to the strategy.

Andrews, provided an outline of the strategy, stating “this is a very unique investment product designed to give Australian investors access to private credit provided to the US middle market. This market is, by itself, the world’s third largest economy and is set to benefit from generational macro-tailwinds, including the “re-shoring” of global supply chains back into the US heartland. And we are pleased to be providing access to that market to Australian investors through the world’s best mid-market direct lending platform in Morgan Stanley.”

Morgan Stanley Senior Managing Director, Jacques Chappuis, spoke to the newly announced partnership between Morgan Stanley and La Trobe Financial, stating: “We are pleased to be partnering with La Trobe Financial in the launch of the La Trobe US Private Credit investment strategy. Morgan Stanley is deeply committed to the Australian market and La Trobe Financial is high-quality and a key strategic partner in bringing our world-class expertise to Australian investors.”

The La Trobe US Private Credit investment product will be backed by a defensive portfolio of directly originated, senior secured loan assets issued to US middle market companies, owned by some of the world’s largest private equity firms. The product seeks to deliver an annualised distribution yield of at least 9%^[2] per annum net of fees^[3] .

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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.
[2] This target yield is not a forecast, projection or prediction of the performance of the Fund. The Fund’s target yield is not and should not be seen as a statement about the Fund’s likely future performance and there is no guarantee that the performance of the Fund will achieve the target yield.
[3] This product is for wholesale investors only.

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Chris Andrews

La Trobe Financial, one of Australia’s best-known and most trusted alternative asset managers, has today signalled the broadening of its Asset Management operations through the launch of its Global Asset Management strategy.

This is an important milestone for the company, with La Trobe Financial CEO, Chris Andrews, highlighting that the business is leaning into its extensive global networks and private market expertise to deliver the best of the world’s investment offerings to Australian investors.

“At La Trobe Financial, we have been building the wealth of our investors for over seven decades through careful attention to quality, discipline and consistency in performance. Today, we have $18 billion in assets under management across almost 100,000 investors,^[1]

The announcement of the Global Asset Management strategy is headlined by the launch of the La Trobe US Private Credit strategy, a product developed in partnership with the business’ first global partner, one of the world’s largest financial institutions, Morgan Stanley, who serves as adviser to the strategy.

Andrews, provided an outline of the strategy, stating “this is a very unique investment product designed to give Australian investors access to private credit provided to the US middle market. This market is, by itself, the world’s third largest economy and is set to benefit from generational macro-tailwinds, including the “re-shoring” of global supply chains back into the US heartland. And we are pleased to be providing access to that market to Australian investors through the world’s best mid-market direct lending platform in Morgan Stanley.”

Morgan Stanley Senior Managing Director, Jacques Chappuis, spoke to the newly announced partnership between Morgan Stanley and La Trobe Financial, stating: “We are pleased to be partnering with La Trobe Financial in the launch of the La Trobe US Private Credit investment strategy. Morgan Stanley is deeply committed to the Australian market and La Trobe Financial is high-quality and a key strategic partner in bringing our world-class expertise to Australian investors.”

The La Trobe US Private Credit investment product will be backed by a defensive portfolio of directly originated, senior secured loan assets issued to US middle market companies, owned by some of the world’s largest private equity firms. The product seeks to deliver an annualised distribution yield of at least 9%^[2] per annum net of fees^[3].

——–

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.
[2] This target yield is not a forecast, projection or prediction of the performance of the Fund. The Fund’s target yield is not and should not be seen as a statement about the Fund’s likely future performance and there is no guarantee that the performance of the Fund will achieve the target yield.
[3] This product is for wholesale investors only.

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This marks the twelfth consecutive ‘Recommended’ rating that the 12 Month Term Account has received from Lonsec, a testament to the resilience and longevity in performance of the offering, and its ability to generate risk adjusted-returns across the economic cycle.

The 12 Month Term Account, Australia’s fastest growing fund in the twelve months to 31 May 2023, has delivered impeccable performance for investors since inception. A history of performance recognised by Lonsec, who highlighted the 12 Month Term Account’s “relatively conservative loan-to-value ratio and [that it] has yet to register a negative monthly return”.

In the research report Lonsec also reiterated their “conviction in [La Trobe Financial’s] credit approval process and large and experienced team”, recognising that the portfolio fundamentals embedded within the 12 Month Term Account are effective in managing the illiquid nature of the underlying asset class.

Chris Paton, La Trobe Financial’s Chief Investment Officer commented “we are proud to once again be recognised by Lonsec for the outstanding performance of our flagship 12 Month Term Account. We remain committed to the highest standards of investment discipline and portfolio construction, and deeply value the reservoir of trust our 93,000 investors have placed in us as the stewards of their capital. This ongoing endorsement from Lonsec is a testament to the underlying fund quality, our commitment to our investment fundamentals and the value it generates”.

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(L to R): Chris Andrews and Larry Kestelman

The longest standing partnership in the Hungry Jack’s National Basketball League (NBL) has been extended, with La Trobe Financial recommitting for another year.

La Trobe Financial has been key to the competition’s resurgence on the Australian, New Zealand and global sporting landscape.

“This is a truly significant and valued relationship that dates back to 2006, and we are proud to continue with La Trobe Financial,” NBL Chief Executive Officer, David Stevenson, said.

“Staying by the NBL’s side highlights the unwavering support, commitment and trust La Trobe Financial has in the League; these are all traits of La Trobe Financial and why it has stood the test of time for more than 70-years.

“The NBL’s growth has been well publicised, and La Trobe Financial has been there every step of the way. We look forward to further strengthening our fantastic relationship and we thank CEO, Chris Andrews, and the entire team for their wonderful support.”

“La Trobe Financial has been with us through each stage of our growth over the years. To have them beside us for another season will provide significant benefits for both organisations,” NBL Executive Chairman and Owner, Larry Kestelman, said.

“We look forward to what promises to be a successful season together.” La Trobe Financial is Australia’s leading Alternative Asset Manager, with $18 billion in assets under management.

La Trobe Financial CEO, Chris Andrews, expressed his excitement about the extended partnership. “We are delighted to continue our association with the NBL, a league that shares our passion for bringing people together and it is this shared value that has been the foundation of our successful partnership,” Andrews said.

“As a company that has thrived for more than seven decades, La Trobe Financial is proud to support the NBL’s growth and contribute to the success of basketball in Australia, New Zealand and globally. We express our gratitude to Larry Kestelman, David Stevenson, and the wider NBL team for their great achievement in growing the League to date and look forward to continuing this journey together.”

The 2023/24 Hungry Jack’s NBL Season begins on Thursday, September 28, when Melbourne United hosts the South East Melbourne Phoenix at John Cain Arena.

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Chris Andrews and Kerrie Mather.

Venues NSW and La Trobe Financial are pleased to announce a new commercial partnership that will see the Australian firm become the Official Asset Management Partner of Allianz Stadium & the Sydney Cricket Ground (SCG).

The three-year partnership will allow La Trobe Financial to work closely with Venues NSW, which manages NSW’s leading sporting and entertainment venues including Allianz Stadium and the SCG.

La Trobe Financial is Australia’s leading Alternative Asset Manager, with $17 billion in assets under management. Since 1952, they have been driven to help people realise their potential with specialist financing and investment solutions.

La Trobe Financial’s award-winning Credit Fund has consistently performed, remaining one of the most competitive in the market and is trusted by over 93,000 investors. The 12 Month Term Account has been recognised as the “Best Credit Fund – Mortgages” for 14 consecutive years by Money magazine and is Australia’s fastest growing retail fund.

Allianz Stadium and the SCG is Australia’s premier sports & entertainment precinct – hosting more than 90 events a year. The La Trobe Financial partnership will be featured across a range of sporting codes, as well as concerts and other live entertainment.

La Trobe Financial’s CEO, Chris Andrews, said the firm was excited to be partnering with an organisation that has such a strong connection to Sydney locals as well as visitors. “We’re committed to being part of the Sydney community and making a positive impact. We’ve seen some memorable matches and events held at the stadium over the years, and we’re thrilled to be involved and bring that excitement to the people of Sydney and our clients.”

Venues NSW CEO Kerrie Mather said: “We’re excited to welcome La Trobe Financial to Venues NSW as the Official Asset Management Partner of Allianz Stadium and the SCG. We look forward to working with the La Trobe Financial team to deliver future benefits for our partners, members and the many people who attend events at our venues.”

The partnership starts immediately.

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Cory Bannister

La Trobe Financial has announced that it has been judged the Best SMSF Lender in the SMSF Awards. La Trobe Financial also won this award in 2019 and was highly commended in 2021.

These awards are judged by professionals in the financial sector, including financial advisers and accountants, acknowledging companies which provide exceptional service.

Cory Bannister, Chief Lending Officer at La Trobe Financial commented “we are very pleased to have won this award. More importantly, it is great for the team to be recognised for their tremendous efforts.”

“We have been offering SMSF loans since 2009, as part of our diverse and inclusive product range, one of Australia’s broadest in the sector”, Bannister said.

“According to the latest figures from the ATO released in June 2021, the number of SMSFs continue to grow – presently at 597,900, of which there are over 1.1 million members, and growing year on year. We expect to see further increases as many Australians take more control of their investments, including superannuation. We see that this is particularly the case with millennials, who over the past three years have become the largest cohort of all age groups establishing SMSFs, accounting for almost 30% of all new SMSFs established.

“We also see continued demand on SMSFs acquiring light industrial property as the e-commerce and data storage industries continue to grow, along with well-located middle and outer suburban commercial properties to support decentralisation of work spaces,” Bannister added.

At La Trobe Financial, we have purposely engineered our SMSF product, like all our products, to be user friendly, supported by a deeply experienced team standing ready to assist.

La Trobe Financial was also recently recognised as the Non-Bank Lender of the Year by Money magazine for the third consecutive year.

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Chris Andrews

The $13 billion Australian based Credit Asset Manager La Trobe Financial joins a growing list of Asset Managers focusing on ESG and climate, announcing today that it has achieved a carbon neutral milestone following its independent carbon footprint assessment.

La Trobe Financial has worked closely with independent advisers Carbon Neutral to measure its assessment of emissions activities. The methodology used is in accordance with the Greenhouse Gas Protocol from the World Resources Institute, using additional data from the Commonwealth Government, international and domestic governments and academic resources. To achieve carbon neutrality, La Trobe Financial has offset its carbon footprint and has invested in projects that reduce or absorb greenhouse gas emissions equal to what they produced through the year. Carbon Neutral have advised that these projects have been recognised as high integrity Gold Standard projects.

Commenting on the firm’s carbon status, Chris Andrews, Deputy CEO & Chief Investment Officer at La Trobe Financial said “We are very proud of the approval of our carbon neutral footprint program. We recognise in today’s market that this is a key business metric. We have documented a formal Carbon Reduction Plan, so that we can meet future targets and go beyond simply offsetting our carbon emissions. In the current plan, we propose to implement multiple projects to ensure that we reach our business commitment to 100% carbon zero by 2030. A commitment that we have pledged in our group ESG Framework approved by our Board.

Caterina Nesci, Director of ESG & International Partnerships added “To have completed this critical assessment with Carbon Neutral during the past 6 months is a real achievement.

We now have our carbon footprint benchmark and intend to reduce our footprint every year moving forward. Doing this is clearly in the interest of the company and important for the future of the planet.

We will be activating a number of projects over coming months including reducing travel emissions, sustainable procurement practices, reducing waste and landfill, and aiming to become paperless just to name a few. This will involve every aspect of the business and all staff are truly committed to playing their part in this important work.

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