Funds Management
Oakvale Treasury’s dedicated team has substantial quantitative and qualitative expertise in all aspects of funds management. We continuously review emerging investment opportunities and trends to provide our clients with the latest market intelligence.
Our independence and transparency is a factor that is of significant appeal to our clients. Oakvale Treasury has no vested interest in product recommendations and our advice to clients is always motivated by what is purely in their best interests.
The range of highly rated investment options that comply with restrictive legislation is growing rapidly. It is important to note, however, a security’s appropriateness for your organisation’s portfolio is dependent upon a number of factors, most importantly your investment policy, strategic guidelines and objectives.
In making our recommendation to your organisation, Oakvale Treasury takes these into account and also reviews the full range of investment choices in the market, including direct investments.
Direct Investments
Oakvale Treasury draws on more than 20 years experience in direct security analysis. Direct investment securities (i.e. short-term bank and corporate paper, floating rate notes, mortgage backed securities) are included in comprehensive month end reporting at mark-to-market valuations in full compliance with accounting standard AASB 139 / IFRS 9.
We also offer a specialised advisory service for institutions with low risk investment profiles such as Local Government and other government entities, health funds and charitable organisations.
By partnering with Oakvale Treasury, your organisation will receive:
- Tailored investment policy and strategy advice
- Independent and unbiased investment recommendations
- Comprehensive, timely and efficient monthly reporting
- A fully transparent and highly competitive flat fee structure.
Your organisation can choose to outsource the specific components of funds management that best reflect your requirements
Oakvale Treasury’s funds management services equip your organisation with independent, expert information that enable you to make better informed decisions.
Central to all of our investment recommendations is that each is filtered according to your organisation’s investment risk profile and policy. You can choose the elements of our funds management service that match your specific needs.
Contact Oakvale Treasury today to learn more about our independent market intelligence and specialist expertise in funds management.