Tyndall AM further refines fixed income team structure

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Tyndall AM has formalised its team management and strategic functions to provide further depth and breadth to its fixed income capabilities

The move follows the success of new hire, Mr James Alexander, who was appointed in June 2013 to manage the fixed income team. His appointment has enabled Mr Roger Bridges, to continue to focus his strength and expertise in macro economic and strategic investment research for Tyndall’s Australian Fixed Income funds and insurance asset management solutions.

Mr Alexander will become head of fixed income and Mr Bridges will become head of fixed income strategy.

Managing director Mike Davis says since the appointment of Mr Alexander the roles of the two fixed income team leaders have evolved as expected, and the new titles are a formalisation of the existing team management and strategic functions.

“The investment team has been reporting to James since his appointment when he was given the responsibility for the team, process, products and performance,” Mr Davis says.

“There will be no fundamental change in the Tyndall AM fixed income investment process, philosophy or strategy, and the fixed income team will continue to focus daily on managing downside risk and maintaining low volatility for clients.

“Roger has been with Tyndall for 15 years, and has a wealth of experience in fixed income strategy with a strong focus on insurance investment strategies. He has become increasingly focused on strategic investment at a macro level, and working with our global investment team to bring greater recognition of our broader investment views and capabilities to prospective and current clients.

“This team structure allows Roger to further enhance his macro focus, while the day to day running of the fixed income team and its product diversification strategies will continue under James’ leadership.”

Nikko AM’s global CIO, Mr Yu-Ming Wang, said the move is in line with the recent announcement of a management structure that is being introduced globally, that allows local market needs to be met with products based on the highest global standards.

“The formalisation of function titles recognises the success of Mr Alexander’s appointment, and acknowledges Mr Bridges’ expertise and experience in macro assessment, and contribution as part of the Nikko AM’s Global Investment Committee,” Mr Wang says.

Both Mr Alexander and Mr Bridges will report to Mr Wang for investments and Mr Davis for local management issues.

The fixed income team is continually working to improve and refine its investment process and offerings to both the insurance markets as well as local and regional institutional and retail investors, Mr Davis says.

“The Tyndall fixed income team put in a very strong performance in 2013 and these changes will help ensure the strong long term performance record of the team continues. We strongly believe that the focus on fixed income and associated product will grow with both demographic trends and outcomes based investing preferences,” he concludes.

Tyndall AM is an award-winning Australian investment manager, specialising in Australian shares, international shares, Australian fixed interest, international fixed interest and alternative assets.

As at 31 December 2013, Tyndall AM’s investment teams manage approximately AUD 23 billion in funds on behalf of retail and institutional investors, private clients, superannuation funds and charitable trusts. 

Tyndall AM is owned by Nikko Asset Management Co., Ltd. (Nikko AM), a leading asset management company headquartered in Asia, with more than A$169 billion in funds under management (as at 30 June 2013).

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For more information please contact:

Linda Garry – Phone: 02 8072 6379

3 February 2014