InvestTalk with Michelle Heinrich, Prasad Patkar and Martina Yang

16 Aug 2022

Podcast

Information for advice professionals only.

In this episode, Michelle Heinrich is joined by Prasad Patkar (Platypus Asset Management) and Martina Yang (BT Investment Team) to deep dive our active multi-manager approach to the Australian share asset class and the role Platypus plays in this strategy. Prasad and Martina also discuss how Platypus identify quality growth companies in the concentrated portfolio they run for BT, and how they have tilted in response to the volatile and uncertain environment. Prasad shares several stock stories that bring their disciplined approach to life for investors.

Prasad Patkar

Prasad is a long-standing investment professional, currently Head of Quantitative Investments at Platypus. He joined the team in February 2008 after roles as the CIO for family offices, having responsibility for the performance of all asset classes including listed equities, alternative investments, property, and private equity investments.

Martina Yang

Martina is an Assistant Portfolio Manager within the BTIS Equities Team and focuses on investment manager research, portfolio construction and the ongoing monitoring of the Australian Equities and Property Securities strategies within the Advance Managed funds and the BT Core Series SMAS. She joined the BT Investment Solutions team in February 2019.

You can also access this podcast via Soundcloud.

InvestTalk with Michelle Heinrich and Corrin Collocott

In this instalment of BT InvestTalk, Michelle Heinrich is joined by Corrin Collocott, Chief investment Officer of BTIS for a deep dive on key macroeconomic developments of FY22 and the impact on BT portfolio and investor outcomes. Also discussed is the role of strategic and dynamic asset allocation, and how the BT range of solutions have continued to evolve. Finally, Corrin provides insights into the recently announced merger of BTIS with Mercer.

Podcast

InvestTalk with Paul Trainor and Jessie Pettigrew

In this instalment of BT InvestTalk, Paul Trainor is joined by Jessie Pettigrew (Head of Sustainability and ESG for BT Investment Solutions) to explore the ever-evolving ESG space. From investment green-washing and recent political developments, to thoughts on the energy sector, Jessie provides insights for advisors on these issues and more.

Podcast

InvestTalk with Paul Trainor, Sid Perumbedu and Aikya Investment Management

In this episode, Paul Trainor is joined by Ashish Swarup, Rahul Desai and Tom Allen (Portfolio Managers from Aikya Investment Management), as well as Sid Perumbedu (BT Investment Team). As inflation takes hold and central banks respond, we explore how the Emerging Markets asset class can add diversification to portfolio returns with EM specialists, Aikya.

Podcast

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.