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.
