Investment management
At Laminar Capital we fine-tune opportunities, so they align directly with the investment goals of our clients. We offer clients a managed approach which provides investors with a diversified pool of fixed income assets. Our extensive industry relationships and volume of funds under advice help us access the wide range of rates for our clients.
What we do
- Investment management
- Policy review and advice
- Investment opportunity identification and execution
- Portfolio performance calculation
- Individually Managed Accounts
Experience matters
Maximising investment returns for portfolios governed by strict – and often conservative – mandates requires specialist skill, extensive operational experience and access to a broad range of investment opportunities. For over three decades the Laminar Capital team have developed a deep understanding of Australia’s fixed income markets. Our clients benefit from strong focus on client relationships and access to a vast range of products that comply with investment policy limits.
Investment advice, dealing & reporting
The challenge
Great Barrier Reef Foundation were the recipient of a substantial government grant and needed the assistance of an expert advisory team to assist in the deployment of funds in line with a strict government policy overlay.
The solution
After evaluating alternatives the foundation chose Laminar Capital due to our ability to provide a truly integrated solution which covered specific sector advice, professional dealing services and comprehensive reporting to ensure commonwealth government agreed policy limits where maintained.
The outcome
The Foundation has freed up significant time allowing their team to focus on the task of deploying cash to support the incredibly important work of maintaining the Barrier Reef for generations to come.
They have confidence that the granted funds are being managed by a team of sector experts in a professional and cost effective manner.
The Great Barrier Reef Foundation were the recipient of a substantial government grant and we required the assistance of an investment specialist who understood the investment markets in which we are permitted to invest. We chose Laminar Capital because of their knowledge and experience in assisting us with maximising our returns. Their professional service coupled with their investment management software Treasury Direct has yielded great results and gives immediate visibility on the performance of our portfolio and the incorporated compliance features which ensures we remain within our strict investment mandate. They are great to deal with and have been an important part of the foundation’s investment process.
Manage your portfolio online
A cloud-based platform, Treasury Direct processed over 100,000 transactions with over $21 billion of funds administered on a platform. It’s preferred way for trading for our clients, however the deals can be placed directly with the team. Treasury Direct is capable of running multiple investment and debt portfolios and covers complex instruments such as CPI linked, amortising and resettable securities as easily as term deposits and floating rate notes. Developed and hosted in Australia using verified cloud technology, Treasury Direct has been built to drive efficiencies and effectiveness with the enhanced compliance and data security.
Get in touch
Contact us today to discuss how we can strengthen your fixed income opportunities and support your treasury processes.
Disclaimer: Unless otherwise indicated all figures presented are as at June 30, 2022.
Laminar Capital Pty Ltd ABN 33 134 784 740, AFSL Number 476686. Laminar Capital is part of the Perpetual Group (Perpetual Limited ABN 86 000 431 827, including its subsidiaries).
Treasury Direct is provided by Laminar Capital Pty Ltd 2021 ABN 33 134 784 740, AFSL Number 476686. This publication contains general information for wholesale clients only and is not intended to provide you with financial advice. Laminar Capital is part of the Perpetual Group (Perpetual Limited ABN 86 000 431 827, including its subsidiaries).
*Source: Perpetual Limited FY21 results presentation, 19 Australia 2021 https://perpetual.gcs-web.com/static-files/cc08a457-611b-4525-94d2-92de4810b721