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Delivering Investment
Strategies Globally

Growth

Over the past five years BTIM has grown in size and increased financial performance across every measure:

  • More than doubled funds under management – from $32.7 billion (FY11) to $84.0 billion (FY16)
  • Five-fold increase in cash net profit after tax – from $30.5 million (FY11) to $156.0 million (FY16)
  • More than doubled cash earnings per share – from 18.7 cents (FY11) to 50.8 cents (FY16)

This has delivered increased rewards to our shareholders:

  • More than doubled total dividend per share – from 16 cents (FY11) to 42 cents (FY16)
  • Increased total shareholder return by 44 percent annually over the five years
Chairman’s letter

Diversification

BTIM has progressively built a diversified business across regions, investment strategies and distribution channels:

REGIONS: Our clients are located across Australia, UK, Europe, North America and Asia.

INVESTMENT STRATEGIES: We invest in over 70 investment strategies across regional and global equities, fixed income, cash, alternative investments and multi-asset portfolios.

DISTRIBUTION CHANNELS: We manage funds on behalf of retail investors and high net worth clients directly and via financial advisers, as well as institutional investors including the Westpac Group.

BTIM has grown stronger and more resilient through diversification - an important factor in delivering uninterrupted growth.

GROUP CEO REPORT INVESTMENT STRATEGIES

Talent

Experience, proven success and stability

We have built our business steadily over the years by recruiting experienced fund managers with proven long-term investment pedigrees and robust investment processes. We offer our investment professionals an entrepreneurial working environment, defined by clear investment responsibility and transparency of rewards. Our fund managers have full discretion in managing their portfolios and avoid the bureaucratic distractions that can arise at larger investment companies. Collectively, this has contributed to our exceptionally low fund manager turnover.

They are supported by experienced staff across client services, trading, sales & marketing, compliance, risk management, performance, IT and finance. Consistent with our ownership culture, our people have equity participation in the publicly-listed BTIM group.

A message from
the Chief Executive Officer