THE TFM ADVANTAGE

Founded in 2016 and leveraging decades of combined knowledge in managing portfolios for investor led outcomes, Territory Funds Management provides bespoke investment solutions through Separately Managed Accounts (SMAs), giving the investor a truly goals-based approach to your future.

GOALS-BASED INVESTMENT

We’re recognised for our Goals-Based Investment solutions, an innovative approach to investment management based on purpose, timeline and goals.

Put simply, our approach is all about structuring a portfolio that aims to achieve income or capital goals over the investment period. We do this by:

Correlation Management

There are times for portfolios to have an equivalent correlation with equity markets and at other times be less correlated to equities. Answering this fundamental question in our construction helps us position each bucket correctly for the investment term.

Separately Managed Account (SMA) portfolios

The benefits of TFM’s portfolios extend beyond traditional models, giving investors a value-driven investment result. Unlike traditional managed investments where investors hold a unit in a trust, an SMA allows investors to enjoy a blend of investments with direct ownership. Learn more about SMAs here.

Sequencing Risk Analysis

When we perceive a risk of enduring poor performance due to a significant market downturn at the wrong time, it’s vital to design strategies with investors needing access to their capital in mind. This risk especially is heightened just prior to, or after retirement when investors are relying on their portfolios to draw an income. Read more about Sequencing Risk here.

Efficient Implementation

Efficient systems help us implement portfolio ideas in a manner that is cognisant of market risk and liquidity. This means we can make decisions with conviction, knowing they’ll be implemented to deliver outcomes consistent with each risk bucket.

Cash Flexibility

There will be times in the market where it doesn’t make sense to immediately deploy all capital. Our mandate provides us with the flexibility to make considered decisions. When market indicators are showing risk of correction we have the flexibility in our mandates to decrease risk assets and increase cash reserve. This cash flexibility helps us to manage risk. Read more about Cash Flexibility here.

COLLECTIVE EXPERTISE

To get the most out of any investment, it is important to rely on the expertise and experience of industry professionals who know what drives the market. At Territory Funds Management, we have carefully selected a number of industry specialists to supplement our team with their investment expertise in a variety of investment types.

Investment Committee

At TFM we’re responsible for the ongoing management of the Active Goals Investment Portfolios, with a focus on asset allocation and selecting investment managers. Our recommendations are underpinned by independent research and any decision we make is in conjunction with a dedicated Investment Committee.

Economic and Macro Research

We use independent research to give a broad picture of global markets, asset allocation and individual investments, below we introduce some of our research channels:

BCA Research provides leading-edge economic analysis and investment strategy research, that is free of sell side investment banking bias. The team provides services that inform TFM’s Investment Committee on asset allocation, geo-political risks, and world markets.

Antipodean Capital is an Australian based provider of world class research, strategy, consulting and asset allocation advice to worldwide sovereign, pension, hedge fund, manager, corporate, bank, family and independent advisor clients.

Fund Managers

We bring in a range of specialist fund managers who bring insight to each asset class in which we invest. Experience shows that managers tend to outperform in their first three years, yet most major providers will not approve a manager until it has a three-year track record. We’re consistently reviewing manager capabilities across a number of asset classes and, as a key point of difference, we consider outstanding investment managers who’ve demonstrated capability in previous roles, yet may not have acquired the accepted ‘three year’ track record in their current fund. A sample of our fund managers can be found below.

4D INFRASTRUCTURE – Global Infrastructure Fund

A boutique asset manager investing in listed infrastructure companies across the globe.

ARDEA – Relative Value Fund

The investment approach seeks to generate alpha through multiple investment strategies while carefully managing risk through diversification. They customise their investment approach by switching on or off, or scaling, the broad investment strategies – credit, interest rates and arbitrage. Alpha is generated from three distinct investment strategies – credit, interest rates and arbitrage. Each of these are managed independently within an overall risk framework.

QUAY GLOBAL INVESTORS – Real Estate Fund

A boutique investment manager focused on the preservation and creation of wealth through innovative strategies in real estate securities.

LOFTUS PEAK – Global Disruption Fund

Their extensive experience of successfully investing in disruptive businesses brings significant discipline to the investment process. Their portfolio, which includes large capitalisation names like Apple, Google and Alibaba, is constructed on the basis of strict criteria, which provides exposure to the some of the best and fastest-growing companies in the world, at carefully determined valuations.