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BT Financial Group

BT Financial Group
PO Box H4, Australia Sq
2001
Tel: 02 9259 2400
Fax: 02 9259 9800

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BT appoints Watson Wyatt as investment consultant


BT Financial Group  has appointed internationally recognised investment consultant, Watson Wyatt, to provide independent consulting services and manager research to the group’s Investment Solutions team.

According to BT, research provided by Watson Wyatt would be used in the selection of investment managers and for the ongoing monitoring and review of managers within BT’s multi-manager and Partner Series funds.

Complementing the existing research and assessment capabilities of BT’s Investment Solutions team, Watson Wyatt will also provide capital markets, asset allocation and risk management advice.

The appointment of Watson Wyatt reflects BT’s priority to act in the best interest of its investors and its continued desire to partner with a leading investment consultant who can provide impartial and independent advice in the manager selection process.

Watson Wyatt replaces Intech Investment Consultants, which was recently acquired by Skandia through its global parent, Old Mutual Group.

BT’s long relationship with Intech will continue in a number of areas, including product distribution in the retail and wholesale channels.

BT Multi-manager funds will also continue to invest in the Intech International Shares High Opportunities Trust.

BT’s four multi-manager products (Balanced, Conservative, Growth and High Growth) currently represent over $2.3bn in funds, providing investors access to 24 of the best Australian and overseas investment managers as well as diversification across asset class, manager and investment style.

BT’s Investment Solutions Team is responsible for researching, selecting and monitoring external investment capabilities for the BT group.

12-Jul-2007

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BT Financial Group News


BT bags CSIAs Australian Service Excellence Award (24-Aug-2007)
BT Financial Group’s focus on making investing easy has been recognised by the Customer Service Institute of Australia (CSIA) which has awarded BT Customer Solutions the winner of the 2007 Australian Service Excellence Awards in the medium business category.

A new member joins BT Australian Equities team (1-Jun-2007)
BT Financial Group has announced that Jim Taylor will join its Australian Equities team as a Portfolio Manager.

BT launches online TFN recording service (23-May-2007)
In a move designed to make managing super easier, BT Financial Group has launched an online tool to capture and update customer’s Tax File Number (TFN) information in the lead up to the 1 July super reforms.

BT margin lending exceeds $4.2bn (22-May-2007)
BT Financial Group margin lending has now exceeded $4.2bn in loans under administration.According to BT, growth in margin lending continues at a strong rate and this is being driven by financial advisers working with clients to increase their exposure to the equities markets while also tapping the potential tax effectiveness of gearing strategies.

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