Research you can question and portfolios you can delegate.
Independent cross-asset research and discretionary managed accounts for professional investors. Use our work alongside your own process, appoint us to manage within an agreed mandate, or do both.
Two ways we can work with you
The same investment team sits behind both services. With Investment Research, you keep the investment decision. With Managed Accounts, we take responsibility for the decisions you delegate within an agreed mandate.
Investment Research
Use our work to test your own. Cross-asset research for professional investors who want another source of evidence and judgement alongside their own process. You receive the live body of work we use to form, test and update investment views as markets develop.
- Coverage
- Macroeconomics and asset allocation, Australian and global equities, A-REITs, hybrids, managed funds and ETFs.
- Your role
- You retain the investment decision. You do not need to agree with our conclusions for the research to be useful.
- Access
- Speak directly with the investment team to question a view, discuss an investment or understand what has changed.
- Fee
- Fixed monthly subscription. No manager pays us for research coverage.
Managed Accounts
Set the mandate and delegate the decisions inside it. We construct and manage discretionary portfolios for clients who want us to take responsibility for investment decisions within agreed objectives and constraints.
- Scope
- A defined strategy, a portfolio sleeve or broader construction across Australian equities, global equities and multi-asset portfolios.
- Mandate
- We agree the objective, investment universe, risk parameters and other constraints with you before we manage the portfolio.
- Implementation
- SMAs for model portfolios and IMAs for client-specific mandates, on supported third-party platforms.
- Fee
- Fixed percentage of funds under management. No performance fee.
A track record across 18 strategies
We have managed client capital since 2015, across Australian equities, global equities, multi-asset and specialised mandates. Four selected equity strategies are shown below, with annualised return since inception, volatility and alpha against the relevant market proxy. The full strategy range and methodology are on Strategies & Performance.
Bar length shows live history on a common time axis, not cumulative return.
About these figures
Selected equity strategies only. Figures are since inception to 31 October 2025. Source: PORT Bloomberg. Returns are annualised total returns since inception. Volatility is annualised standard deviation since inception.
Market-proxy volatility uses the relevant market proxy for illustrative comparison. Excess return is the difference between the strategy return and its market proxy; it is not presented as risk-adjusted alpha. Inception dates differ, so the strategies should be read against their own live histories rather than directly compared.
Past performance is not a reliable indicator of future performance. Provided to wholesale and professional investors only.
40+ years of combined industry experience
Our backgrounds span institutional funds management, sell-side investment research, investment banking, trading, hybrid securities, financial accounting and direct company finance, including at Morgan Stanley, Aberdeen Asset Management, RBC Capital Markets and IOOF, now Insignia Financial.
100% management-owned
Banyantree has no external parent, product manufacturer or outside shareholder. The people responsible for investment decisions are also responsible for the firm's client relationships, economics and long-term reputation.
One team across research and portfolios
The same team produces the research and applies it in portfolios. Investment views are discussed and assumptions challenged across the team, and clients speak directly with the people responsible for the work.
Investment questions we’re following
Our Investment Research service is available only to clients. Insights is different. It’s ad hoc and free to read, with each piece following a single investment question. Some questions start in our research and portfolio work. Others come from conversations with companies, managers and specialists, or from the public record. We follow the evidence as far as it goes. Not every question resolves.
Tell us what the mandate has to do
If you’re considering delegating a strategy, part of a portfolio or the broader portfolio, tell us what you want to retain, what you want us to manage and any constraints that matter. We can work through whether one of our existing strategies fits or whether the mandate needs to be client-specific.
- Telephone
- +61 2 9696 8163
- Office
- Level 2, 44 Bridge Street
Sydney NSW 2000