Our vision is to establish, grow and support our clients’ investment aspirations.
Our unique investment process and specialised structure enable us to maintain flexibility and adaptability and create customised investment solutions that align with our client’s needs while delivering consistent returns. Fortlake Asset Management, as an experienced fixed-income manager, offers institutional expertise in a specialised setting, focusing on generating returns above inflation. We embrace a comprehensive approach to fixed-income investment by employing diverse specialised techniques and strategies to yield diversified returns.
Our teamValues
Clients first.
We set out to understand our clients’ needs, aspirations and risk appetite, in order to deliver the right solutions. We are passionate about creating a customer centric culture, and genuinely seek to support our clients through strategic partnerships, building long term relationships, whilst generating returns above inflation through fixed income solutions.
Trust & Respect.
We endeavour to treat all clients with sensitivity. We earn the trust of our clients by being transparent, setting realistic expectations and always showing respect. We encourage our team to be responsible for their actions and maintain the highest level of integrity, reliability and professionalism in all our dealings with clients, partners and regulators.
Security.
Fortlake is supported by major global financial institutions, including J.P. Morgan, with world class processing and infrastructure to support our operating model. You can be assured there is complete transparency across all your investments, they are safe and secure whilst generating stable outcomes.
Why choose us?
We are a specialised fund manager backed by highly respected global leaders such as Colonial First State (CFS) and J.P. Morgan. These partnerships enable Fortlake to provide institutional-level services to clients within a focused and customised structure.
Fortlake employs a quantitative approach, generating returns in the most liquid segments of the fixed-income market through the use of specialised techniques. These methods are exclusively available to institutional-grade fixed-income managers.
The essence of Fortlake’s offering is to combine institutional capability with a specialised structure, making it a unique proposition in the Australian fixed-income market. Many aspects of the institutional fixed-income market cannot be implemented within a smaller framework due to the direct experience of investment personnel and firm backing. By extracting the best components of the institutional framework and leaving behind the redundant elements, Fortlake creates a solid foundation for its unique approach to the market.
Invest with us