Investment Solutions

Specialist fixed interest investment management

Easterly Asset Management has the ability to meet specific fixed interest investment needs through a range of solutions. We are able to fine-tune opportunities so they align directly with the needs of our clients. As a group, we currently manage or advise on over $5 billion of specialised fixed interest portfolios and mortgage trusts. Experience counts.

Structured trust solutions

Easterly provides its customers with individually structured trust accounts to enable investment and deployment of funds in a ethical way. Our Ethical Housing Trust series of accounts work seamlessly with Easterly’s Finance solutions to form a complete ethical investment and financing solution.

Tailored funds management

Easterly partners with wealth managers and advisers to establish bespoke fixed interest funds with risk profiles designed to suit individual client bases. Our flexible low-cost approach enables us to deliver a more of the yield pie to investors and providing our partners a way to have input into the investment selection process.

White labelled fixed interest funds

We provide wealth managers and financial planning groups with white labelled fixed interest solutions. The Easterly white labelled fund service allows wealth managers to offer their clients a branded fixed interest fund designed to meet the individual needs and risk appetite of the group. Alternatively we can white label the Easterly high yield product providing a turn key solution.

Specialist structured fund solutions.

Our deep understanding of structured solutions enables the Easterly team to manufacture and manage funds that depart from the traditional unitised trust structures. Our solutions include single asset series funds, securitised structures and ethical overlays.

Individually managed accounts

Easterly’s IMA service covers the full spectrum of investor needs from advice to execution, including portfolio management advice, risk evaluation, asset allocation, portfolio construction, as well as ongoing portfolio management and reporting. Portfolios are managed and tailored to your individual risk tolerance and investment guidelines.

Why Easterly?

Understanding

The Easterly team specialise in sourcing opportunities for better returns. Our singular focus on fixed interest markets combined with our rigorous investment approach delivers strong outcomes for clients looking to achieve more from their fixed interest investment portfolios.

Performance

We offer a managed approach which provides investors with a diversified pool of fixed interest assets, managed by a team of experts. Our access to broader opportunities results in better returns for our clients.

Process

Easterly maintains a disciplined three dimensional approach to credit research:

Assessment of the stability of the investment type for the given portfolio and understand the broader macro environment.
Review the sector and asset class for clarity on the credit landscape and regulatory environment.
Assessment of the issuers fundamental credit quality and apply a credit overlay.