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    Why BT Investment Solutions?

    BT Investment Solutions (BTIS) is an experienced team of portfolio managers and investment professionals that deliver a range of institutional grade investments from low-cost index funds, to actively managed portfolios. The breadth of our offer allows you to support the needs of a variety of clients.
    Investment Expertise

    Investment expertise

    Experienced and well-resourced investment team with core competencies in portfolio construction and manager selection.

    Find out more about our investment philosophy.

    Institutional strength

    Diverse team of experts leverage our scale and strategic partnerships to deliver investment solutions that are unique to BTIS.

    Find out more about our value proposition.

    Support and Service

    Support and service

    Our team of BDMs, investment specialists and portfolio managers are here to support our advisers through regular market commentary, investment articles, podcasts and much more.

    Latest investments updates and resources

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    07 Jun 2022

    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. We also dig deeper into their risk management approach, some of the pitfalls EM investors may face, as well as views on important countries such as China.
    Podcast
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    11 May 2022

    InvestTalk with Travis Grant, Robert O.Abad & Eu Joe Chan

    In this episode, Travis Grant is joined by Robert O.Abad (Western Asset Management) and Eu Joe Chan (BT Investment Team) to discuss inflation, central bank tightening cycle, the impact on markets and investment opportunities as an active fixed interest manager. Robert also takes a deep dive into what neutral rates may look like and what other key risks a bond manager needs to consider outside central banks.
    Podcast

    Latest market reports

    09 Jun 2022

    Monthly market commentary

    08 Jun 2022

    Asset class performance

    27 Jan 2022

    Bull and Bear markets

    More investment strategies articles

    Our investment products

    BTIS offers a broad range of investment options for your clients, including ASX listed securities, managed accounts and managed funds.

    Active strategies

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    Managed Portfolios – CoreSeries

    Six active diversified portfolios managed by a highly-experienced and well-resourced investment team that focuses on maximising returns, minimising costs and managing risk.

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    Managed Portfolios (IMA) – BT Private Portfolio

    A diversified individually managed account in which a portfolio manager works with advisers and clients to personally manage a client’s investment portfolio to their preferences. This is an investment for high-net-worth clients with at least $1 million to invest.

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    Advance Diversified Multi-Blend Funds

    Five portfolios that are diversified across, and within, asset classes varying in risk to suit your individual needs.

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    Advance Sector Multi-Blend Funds

    For those investors or advisers that want to build their own portfolios, these sector funds provide diversified exposures to leading managers within a market sector.

    Passive strategies

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    Managed Portfolios (SMA) – BT Indexed Portfolios

    Five investment portfolios that provide cost effective and transparent exposure to market indices.

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    BT Index Funds

    Five diversified market index funds providing passive, cost effective exposure to the markets.

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    Direct Equities – BT ASX20 Portfolios

    A simple way to get share market exposure to the 20 largest companies on the Australian Securities Exchange (ASX).

    Sustainable investing

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    Sustainable investment adopts a long-term approach, seeking to add value or manage risks through a broader, more comprehensive approach to investment.

    Documents and downloads

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