Fixed Income Solutions - Individually Managed Accounts (IMAs)
We have a pure fixed income focus and construct bespoke portfolios/accounts that cater for each client’s individual fixed income investing objectives including liquidity, credit, duration, and diversification (Wholesale Investors Only).
Fixed Income Solutions (FIS) offers Individually Managed Portfolios (IMAs) tailored to investors’ specific needs.
Fixed Income Solutions Pty Ltd (FIS) is wholly owned by BGC Group (NASDAQ:BGC), one of the world’s largest inter-dealer brokers.
Through our affiliation with BGC, our team is able to leverage an unrivaled global scale and network. We have a highly experienced and knowledgeable team of fixed income specialists who remain market agnostic at all times, ensuring we only recommend products that we see as offering the best value for our client base.
With a pure focus on fixed income, FIS constructs bespoke portfolios using a diverse range of fixed income securities.
Investors retain direct ownership over assets in their portfolio while benefiting from expert management. Offering conservative, balanced, and high-yield options targeting 5.50% to 9.00% returns. FIS has a proven track record managing over $100 million for a diverse clientele since 2016. Leveraging deep market expertise, FIS builds diversified portfolios with a cautious outlook on interest rates.
Why IMA?
Individually Managed Accounts (IMAs) refer to investment accounts that are managed on an individual basis, tailored to the specific needs and preferences of each investor. IMAs for fixed income investments would involve the customization of a portfolio to align with the client's financial goals, risk tolerance, and other individual considerations. This approach allows for a more personalized investment strategy. With IMA the investor retains the full beneficial ownership of the bonds invested by the dedicated portfolio manager.
Key Metrics
- Target yield of 5.50-6.00%
- 100% investment grade rating
- 40% fixed rate bonds, 60% floating rate notes
General
- ~10% allocation to hybrid securities. This could go as high as 20% depending on relative value
- ~10%-15% allocation to foreign currency bonds
- Sub-investment grade exposures roughly half of investment grade for the sake of greater diversity in that allocation
- Sub-investment grade exposures are typically shorter dated than investment grade
- Portfolios are intentionally underweight longer dated fixed rate given a view on interest rates (i.e. market is getting ahead of itself in predicting aggressive rate cuts)
Key Metrics
- Target yield of 7.00-7.50%
- 60% investment grade rating
- 54% fixed rate bonds, 46% floating rate notes
General
- ~10% allocation to hybrid securities. This could go as high as 20% depending on relative value
- ~10%-15% allocation to foreign currency bonds
- Sub-investment grade exposures roughly half of investment grade for the sake of greater diversity in that allocation
- Sub-investment grade exposures are typically shorter dated than investment grade
- Portfolios are intentionally underweight longer dated fixed rate given a view on interest rates (i.e. market is getting ahead of itself in predicting aggressive rate cuts)
- Target yield of 8.50-9.00%
- 40% investment grade rating
- Could have a higher allocation to sub-investment grade (and thus a slightly higher yield) but conscious of over-exposure to property and smaller fintech structures currently
- 54% fixed rate bond, 46% floating rate note
- ~10% allocation to hybrid securities. This could go as high as 20% depending on relative value
- ~10%-15% allocation to foreign currency bonds
- Sub-investment grade exposures roughly half of investment grade for the sake of greater diversity in that allocation
- Sub-investment grade exposures are typically shorter dated than investment grade
- Portfolios are intentionally underweight longer dated fixed rate given a view on interest rates (i.e. market is getting ahead of itself in predicting aggressive rate cuts)
Fixed Income Solutions Pty Ltd (ACN: 092 873 142), is regulated by the Australian Securities & Investments Commission (ASIC) under Australian Financial Services License No. 399636.
This document and any investment to which this document relates is intended for the sole use of the persons to whom it is addressed, being persons who are Wholesale Clients or Professional Investors as described in Section 761(G)7 of the Corporations Act 2001 (as amended). It is not intended to be distributed or passed on, directly or indirectly, to any other class of persons and may not be relied upon by such persons and is therefore not intended for private individuals or those who would be classified as Retail Clients.
This document has been produced for information purposes only and is not to be construed as investment advice or a solicitation or an offer to purchase or sell investments or related financial instruments. The investments referred to in this document may not be suitable for all recipients. Recipients of this document should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment advisor. This document may not be reproduced for further publication without our prior written permission.
Fixed Income Solutions or its affliates and their directors or employees may, as principal or as agent, make purchases, sales and offers to purchase or sell in the open market or otherwise and may have positions in or options on any financial instruments mentioned, and may have interests different or adverse to your interests.
To the extent permitted by applicable law, no liability whatsoever is accepted for any direct or consequential loss, damages, costs or prejudices whatsoever arising from the use of this document or its contents. Decisions to enter in to investments by Wholesale Clients or Professional Investors are made entirely at the risk of such persons after completion of a level of due diligence to be expected of Wholesale Clients or Professional Investors and in consideration of their personal financial objectives and financial resources.
Fixed Income Solutions is a specialist broker providing direct access to global fixed income markets for wholesale investors.
In Australia, we are recognised as being an expert that has a well-established reputation for providing high quality fixed income investment solutions to clients. Fixed Income Solutions services a broad range of clients across the country from our offices based in Sydney, Melbourne and Brisbane.
Our clients are from multiple sectors that include:
- Institutional, intermediary and middle–market investors
- Not–for–profit and religious organisations
- Private clients, HNW, UNHW and self–managed trusts
- Intermediary advisors and family offices
- Authorised deposit–taking institutions (ADIs).
Fixed Income Solutions is also part of the global financial services group, BGC partners inc., one of the world’s largest inter–dealer brokers listed on the NASDAQ (http://www.bgcpartners.com).
This allows us to access all the major fixed income markets with a scale and presence that otherwise would be challenging to achieve as well as leveraging off the group’s market leading proprietary technology.
At Fixed Income Solutions, we are ‘market agnostic’, meaning that we do not have a bias toward any particular market, rather we scour them all to identify the best risk/return and liquidity characteristics, regardless of whether it is listed or unlisted, bond or hybrid, investment grade or high yield. We remain impartial, going to where we see the best value for our clients.
Our clients gain access to expert pricing, liquidity and execution paired with unrivalled access to primary and secondary market opportunities.
Our team comprises of highly experienced fixed–income dealers with extensive market knowledge reinforced by our Credit team providing highly regarded analysis and robust risk management.
Fixed Income Solutions can assist in the construction of tailored portfolios with the option of self–directed strategies or custom mandates with the oversight of a dedicated portfolio manager.
Ryan has over 30 years of fixed income experience, having worked in a broad variety of roles specific to this unique asset class.
Ryan began his career in 1987 creating mathematical models and developing software for fixed income dealers, before moving into proprietary trading roles at Union Bank of Switzerland and Cargill Financial Services.
Relocating to Brisbane in 2000, Ryan worked for QIC before joining FIIG Securities in 2005, where he worked for 10 years in various roles, including portfolio management, technology, financial modeling, and fixed income sales.
In 2016, Ryan commenced as Head of Portfolio Strategy at BGC Fixed Income Solutions.
Brad has over 25 years of experience in accounting, equity, and fixed income market roles. Previous experience includes Westpac Treasury, a Director of Fixed Income Research (Credit) at FIIG Securities, and Head of Fixed Income Research at Millinium Capital Partners. Brad has a Bachelor of Accountancy (QUT) and a Master of Commerce (QUT).
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Fixed Income Solutions (FIS) a fixed income broker operating under a BGC Partners (NASDAQ:BGC) that provides wholesale investors, councils, funds, charities, financial planners/advisors, and other government organizations access to OTC and private credit markets. Previously known as Mint Partners, we re-branded in 2018.
Through our affiliation with BGC, our team is able to leverage an unrivaled global scale and network. We have a highly experienced and knowledgeable team of fixed income specialists who remain market agnostic at all times, ensuring we only recommend products that we see as offering the best value for our client base
To learn more about fixed income here: https://www.fixedincomesolutions.com/ or contact Harrison Moore directly at Harrison.Moore@fixedincomesolutions.com or on phone +61 2 8222 8904
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This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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