Patrick Farrell: Changes to BT Multi-manager Funds
Patrick Farrell, Head of Advance Investment Solutions talks about recent changes made to the BT Multi-manager Funds and his outlook for 2010.
Read the transcript (PDF, 11KB)
Patrick Farrell, B.Sc, ASIA
Chief Investment Officer / Head of Advance Asset Management
Patrick joined Advance in June 2007. Patrick has over 22 years’ experience in the investment industry, managing direct institutional portfolios across a broad range of disciplines. He has a Bachelor of Science majoring in pure and applied mathematics and has served on various Investment Committees and Superannuation Boards.
Patrick has extensive knowledge of fixed interest, multi-manager and tactical asset allocation portfolio management. Before joining Advance, Patrick was Head of Multi-Manager and Tactical Asset Allocation at IAG Asset Management that encompassed managing asset class exposures, direct hedge fund management, alpha transport strategies, multi-manager portfolio construction and major portfolio protection strategies.
About Advance Investment Solutions
The Advance Investment Solutions team is responsible for managing the multi-manager products for both BT and Advance Asset Management. This team is a dedicated investment specialist area which provides implemented consulting solutions including specialist investment advice for other departments within the BT Financial Group.
The services include asset allocation setting and portfolio construction. The team will also supply investment and financial market information and research across the BTFG businesses, including the Advice businesses, platforms and superannuation.
The information in this webcast is current at 15 April 2010. It has been prepared without taking account of your objectives, financial situation or needs. The information in this webcast is factual only. It does not constitute financial product advice, nor should it be considered a comprehensive statement on any matter nor relied upon as such. Before acting on this information you should seek independent financial and taxation advice to determine its appropriateness to your objectives, financial situation and needs. It may contain information derived from third parties, but while such information is used with necessary permission, neither BT Funds Management (BTFM), BT Investment Management (BTIM) nor any other related entities which form part of BT Financial Group (BTFG) or Westpac Group (WG) accepts any responsibility for the accuracy or completeness of, or endorses any such information. Except where contrary to law, BTFM, BTIM, BTFG and WG intend by this notice to exclude liability for this information. The information in this webcast is given in good faith and has been derived from sources believed to be accurate at its issue date. None of these entities nor any of their related entities, employees or directors gives any warranty of reliability or accuracy or accept any responsibility arising in any other way including by reason of negligence for errors or omissions. This disclaimer is subject to any contrary requirement of the law.
