YOU: Institutional Funds

A diverse sector, clients in this group include fund managers, health funds, superannuation funds, insurance funds, mortgage funds custodians and other financial entities.

As an intermediary Curve Securities negotiates a broad context of terms and conditions, pricing and warranties of many authorised deposit-taking Institutions (ADIs) on behalf of our client relationships. This wide spectrum of client segments gives us a real appreciation of relative value and alternative opportunities to maximise yield and earnings.

We encourage clients to allow us to bring this market intelligence to them and save them the time and effort involved in speaking with so many counterparties themselves.

We recognise concentration risk and under diversification are a key area clients need the most assistance with to achieve a more balanced risk profile. If we succeed in assisting clients to take small steps forward, confidence builds and before too long appropriate investments are being placed with many ADIs for differing amounts and a variety of tenors.

This support is then backed up by efficient delivery of contract notes, maturity notifications and post deal portfolio reporting. Clients appreciate this as it places them on a far more balanced performance and risk footing.

Curve’s personalised approach to servicing each client in this sector results in bespoke investment solutions that fit within particular investment or regulatory frameworks. Whether responding to APRA, PHIAC or specific investment mandates Curve Securities can tailor new opportunities.

we asked:

Q: How much time does Curve Securities save you?

“Since dealing with Curve my mornings are now free to do other duties – time saving would be around 30mins per deal.”

– Credit Union.

Credit Union

“Curve provides the right information about the deals that suit our organisation at the right time.”

Credit Union

Read more about what we do for our Clients

Government
Banking Institutions
Institutional Funds
Religious & Education
Not for Profit
Corporate
Planners & HNW
New Clients
Building Society

“The time saving is difficult to quantify but service is always efficient, much easier to deal with Curve than my experience with other Brokers.”

Building Society
Banking Institution

“Regular communication including phone calls, daily market commentary and specials is critical and done well by Curve. The ease of doing transactions saves time and allows me to focus on other priorities.”

Banking Institution

Streamline your investment process so that you can
chase the highest yields without effort.

contact us today
to find out how we can help you.