La Trobe Financial earns ‘Superior’ rating from Foresight Analytics

The assessment is based on its operational capability and underpinned by its ability to grow

La Trobe Financial earns ‘Superior’ rating from Foresight Analytics

Alternative asset manager La Trobe Financial has been awarded a “Superior” rating for its operational capability by independent research firm Foresight Analytics.

“We are proud to have been assessed as having a ‘Superior’ operational capability by one of Australia’s leading research houses,” said Chris Paton (pictured), chief investment officer at La Trobe Financial. “This ongoing endorsement from Foresight Analytics recognises our commitment to providing the highest standard of credit and investment disciplines across the business.

“As responsible stewards of almost 100,000 investors’ hard-earned wealth, we continue to develop our people, processes and platform for the benefit of our investors.”

Jay Kumar (pictured below), founding director and chief analyst at Foresight Analytics, attributed the rating to La Trobe Financial’s investment in its workforce, risk, and compliance practices. He also noted the financial support from Brookfield Asset Management and an improvement in corporate financial performance.

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“The ‘Superior’ assessment is underpinned by La Trobe Financial’s ability to grow,” Kumar said. “With funds under management almost doubling over the last three years, it represents one of the fastest-growing funds in Australia. The Fund is well positioned for future growth whilst maintaining investment performance and preserving investor capital and redemption liquidity.”

A superior operational due diligence rating is the highest available from Foresight Analytics, and reflects the superior capacity of an operating party to perform its operational role and assist the fund in meeting its financial obligations promptly.

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