The Gala Dinner was held at Sheraton Towers in the heart of the financial district of Hong Kong and was attended by over 500 people covering fund managers, international banks, law firms, family offices and institutional investors. Winners were chosen through a survey of over 50,000 investors worldwide and then reviewed by a judging panel for the best firms in global finance and global economy with a focus on sustainability.
Australia was represented in the winner’s circle on the night by credit specialist Fund Manager La Trobe Financial. Operating since 1952 and having managed investment mandates in excess of A$10 billion, La Trobe Financial took home, for the second consecutive time the Award for Excellence in Mortgage Fund Management – special category Australia.
Guests included Franky Chung, Vice President Hong Kong Stock Exchange, Eric Pong, Director of HSBC Private Bank, Su Wei, Vice President CIC International, Betty Ng, General Manager Agricultural Bank of China, Eason Zhuang, International Project Manager Noah Holdings, Mr Eric Lee, Executive Director Guo Tai Jun An Securities just to name a few.
This is not the first time La Trobe Financial has been recognised. In 1986 La Trobe Financial was awarded the Prime Minister’s Award for Innovation in Housing Finance presented by the then Prime Minister the Hon R.J. Hawke. In 2009 it was awarded the Top Ranked Mortgage Fund in Australia by Smart Investor Magazine, part of the Australian Financial Review stable. In 2011 it received the much sought after Victorian Innovation in Funds Management Award at the Melbourne Financial Services Symposium, and for the past five years, 2010, 2011, 2012, 2013 and 2014 has been rated as operating Australia’s Best Mortgage Fund judged by respected financial journal Money magazine for its Pooled Mortgages Option. No other fund manager or mortgage fund has ever received five consecutive awards of this kind.
The group’s fund management operations are also externally rated by Zenith, SQM, and Lonsec.
In Hong Kong to receive the awards, President & CEO Greg O’Neill said, “Our core values and a thorough understanding of the business environment all play a significant factor towards the success of La Trobe Financial. We are very proud to accept the international Award on behalf of our Team that is helping our investors achieve their investment objectives”.
Accompanying Mr O’Neill at the function was the Group’s Hong Kong based board member Mr Hung Fei Chan, who made mention of La Trobe Financial’s Pooled Mortgages Option’s solid and outstanding performance during the uncertain economic times. “These Awards highlight the innovative approach and features offered by La Trobe Financial to investors: First, a separately managed account structure – to better secure investors’ rights and entitlement to assets invested; second a dedicated Income Reserve – designed to provide investors with significant protection; and third a term investment – providing certainty for investors and a better match between underlying assets and liabilities.”
Our investment structure and the stable investment team is a key reason La Trobe Financial never had to freeze, restrict or delay redemptions at any time in its 60 years of operation. La Trobe Financial is a true success story having managed over $10 billion without loss to any institutional investor since 1952. It has used good business sense to thrive in markets where many global giants have fallen, proving that being solid is far more important than being big.
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