Advance Asset Management is a specialist asset management business within the BT Financial Group. Advance is one of the largest and fastest growing multi-managers in the Australian market, and a member of the Westpac Group. Advance stands distinct from its peers for its independent approach and thinking, ensuring industry leading risk management with consistent delivery of returns.
Our focus is on asset allocation, manager selection and risk management and our Funds are built around long-term strategic asset allocations, which ensure they are positioned to achieve their objectives taking into account future market conditions.
Martyn joined BT Investment Solutions (BTIS) in July 2016 following his appointment as Chief Investment Officer. Martyn is responsible for the investment management across the BT Investment Solutions portfolios, including Diversified funds, Sector funds, BT's MySuper Lifestage portfolios, Westpac Staff Super Accumulation and Defined Benefit Funds. Martyn brings with him more than 20 years investment experience and a wealth of financial markets knowledge, which encapsulates practical experience in selecting and managing investments. Martyn's investment experience is supported by a strong academic background in economics, mathematics and finance.
Martyn joined BTIS from BT Investment Management (BTIM) where he was Head of Diversified Strategies he had ultimate responsibility for portfolio performance and the success of a $12 billion diversified fund business. Martyn and his team were finalists in both 2015 and 2014 for the Money Management Fund Manager of the Year in the Multi-Sector and Asset Allocator of the year categories.
Prior to this, Martyn was Head of Investment Solutions at Russell Investment in Australia, where he advised clients on investment objectives, strategy, asset allocation, investment structure and manager selection. He was also responsible for the portfolio management of tailor-made portfolios.
Martyn holds an Institute of Investment Management Research Certificate, a Master of Arts (Finance and Investment) from the University of Exeter and obtained a Bachelor of Arts (Economics) with honours from the University of Central Lancashire.
Corrin joined BTIS in November 2015 in the role of Head of Diversified Portfolio Management and has more than 20 years' experience working across various industries, most recently as Manager, Investment Strategies at Sunsuper.
Corrin is responsible for delivering on the investment objectives for all the BTIS diversified portfolios (multi-manager and lifestage). In particular, he is responsible for the formulation and implementation of strategic asset allocations and oversees the tactical asset allocation/dynamic asset allocation processes, along with overseeing the meeting of regulatory requirements, reporting and the preparation of the relevant Board papers containing investment recommendations.
Prior to this Corrin has held a number of roles across a variety of industries including Russell Investment Group, lnTech, MCA NZ Limited, Watson Wyatt Worldwide and previous to that, Rolls Royce, Koeberg Nuclear Power Station and Aegis Insurance Company.
Corrin graduated from the University of Cape Town with a Bachelor of Science in Mechanical Engineering, and is a Fellow of the Institute of Actuaries of Australia.
James joined BTIS in October 2016 as Head of Equities. Prior to this, he was Head of Equities Research – Australia and NZ for Russell Investments where he had responsibility for researching and recommending investment managers in Australian and New Zealand equities and Australian small companies. He also worked with other senior Russell leaders to develop and enhance Russell’s research capabilities and practice and was responsible for the design and development of the Russell Australian Responsible Investment ETF.
Prior to this, James was General Manager of Equities and a Director of Glebe Asset Management Limited from 1996-2004. Before moving into funds management in 1990, James had an extensive background in IT, working in a diverse range of financial and technical industries.
Adrian joined BTFG in December 1999 and has more than 18 years' industry experience across investment strategy, product, and finance. Adrian is currently Head of Portfolio Construction and Sustainability and prior to this was Portfolio Manager covering AAM's sustainable investment practices and portfolio wide initiatives such as Superannuation investment strategies, including BTFG's MySuper portfolios. His experience in the team covers equities, property, and tailored portfolio solutions such as those appropriate for Foundations and defined benefit clients' portfolios, in addition he has significant transition management and portfolio restructuring experience.
In prior roles at BT, he was Head of Product and Business for investments, a member of the investment committee and had responsibility for product development, product management, investment implementation, transition management and business aspects of the team. Prior to BTFG, Adrian gained extensive financial services experience with Ernst & Young both in Australia and overseas.
Adrian holds the Certified Investment Management Consultant designation through Investment Management Consultants Association (2007), has a Bachelor of Commerce degree (with Merit) from the University of New South Wales and has been a member of the Institute of Chartered Accountants in Australia since 1993.
Kirsten joined BTIS in May 2016 as Head of Quantitative Analytics. Prior to this she was working within the BT Equities Derivative Trading team where she was mainly focussed on modelling tail risk exposures, derivative pricing and risk modelling, interest rate risk and balance sheet management across structured products and Protect to Grow strategies. Kirsten brings to the team close to 15 years sell side trading and quantitative modelling experience.
Kirsten has worked across most asset classes within Financial Markets; beginning as a Fixed Income research intern at Macquarie Bank, moving to WBC as a Graduate Trainee within Quantitative Risk, pre transitioning to the Front Office in Electricity Derivatives trading, modelling and risk management before moving to her prior role within the BT Equities Derivative Trading team.
Throughout her career in sell-side pricing, trading and modelling risk, Kirsten has developed extensive applied experience in Stochastic modelling (SDEs and PDEs), computational finance, numerical integration and optimisation techniques as well as Time Series modelling.
Kirsten has a Bachelor of Applied Finance (Econometrics/Applied Mathematics) and Masters of Applied Mathematics (by Research).
The Advance Multi-Blend Funds are built and monitored by our investment team – investment experts with an average of more than 20 years' experience in financial markets.
Give you the option to diversify your investments across, and within, asset classes - with a choice of portfolios varying in risk to suit your individual needs.
Allow you to increase your exposure to particular asset classes that suit your investment profile, such as Australian, international and property shares.
These Funds invest predominantly in one asset sector and are managed by a single specialist investment manager.
The Lonsec Ratings (assigned as follows: Advance Moderate Multi-Blend Fund - January 2014; Advance Balanced Multi-Blend Fund - January 2014; Advance Growth Multi-Blend Fund - January 2014; Advance High Growth Multi-Blend Fund - January 2014; Advance Australian Shares Multi-Blend Fund - January 2014) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are a "class service" (as defined in the Financial Advisers Act 2008 (NZ)) or limited to "General Advice" and based solely on consideration of the investment merits of the financial products. In New Zealand it must only be provided to "wholesale clients" (as defined in the Financial Advisers Act 2008 (NZ)). Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Advance Asset Management products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. Further information regarding Lonsec's Ratings methodology