The boutique fund manager Instreet Investment is celebrating its fifth anniversary, having raised more than $500 million of assets under management for its own and third party products during one of the most tumultuous periods in the markets.
Although Instreet’s five-year history has run in parallel with the fallout from the Global Financial Crisis, this fund manager has succeeded by remaining faithful to its core business proposition of listening to their customers and offering products and services that are driven by their needs and goals.
Instreet managing director George Lucas says: “We place great store on what our customers tell us. We just don’t pay lip service to what our clients say; this information becomes an integral part of our strategy for issuing products.
“For financial advisors, what we are effectively doing is acting as a conduit between them and institutions, and this has set us apart in a crowded marketplace.
“It has enabled us to forge close relationships with our clients, and it’s been their ongoing support that has allowed Instreet to prosper over a volatile five-year period.
“Certainly our business model would not have worked without the loyal support of the advisor community”
Instreet’s retail product suite of Link and MAST series have all been well received by SMSF investors. Its bespoke and wholesale offerings have been gaining traction with clients as an alternative to the standard investment banks channels.
Others services developed by Instreet include its issuing platform for bespoke products and providing independent services to investment committees. The issuing platform provides a tailored solution where clients select the underlying asset and design a payout profile to specifically meet their needs.
Instreet is a Sydney-based boutique investment house that works closely with the financial adviser community to conceive and distribute retail investment products. After identifying adviser needs and market trends, Instreet builds customised investments sourcing quality wholesale providers. By doing so, Instreet makes institutional assets available to individual investors. The end result is a range of investment solutions designed to better achieve the goals of clients and advisers.
For more information, please contact:
Phone: 02 8216 0804 or 0418 202 228
Phone: 0409 585 979