Our Investment Management and Advice services include:
- assistance with investment policy formulation and maintenance;
- advice and recommendations on:
- – asset and liability management;
- – liquidity and cash flow;
- – risk immunisation strategies;
- assistance with investment-related regulatory bodies
(such as APRA, PHIAC, etc);
- investment-related actuarial issues; and
- investments in:
- – Bonds
- – FRNs
- – Bank Deposits
- – Hybrids
- – Equities
- Mutual provides access to Direct Bonds allowing investors to buy Bonds directly in their name. Full ownership lies with the investor.
- Mutual is a Full Participant in ASX Austraclear (a wholly owned subsidiary of ASX Ltd).
- Clients can have access to independently audited certificates for different asset classes, which Mutual can arrange.
- Assets settled under the Austraclear system include cash, bank bills, fixed interest securities (government, semi government and corporate bonds) and foreign exchange.
Call us on + 61 3 8681 1900 for more information.