Fixed Income Solutions

Broad coverage. Outstanding returns. At Fixed Income Solutions, we have built a reputation for extensive market coverage and exceptional returns. Our teams can access both domestic and international fixed income markets, including over-the-counter (OTC), ASX, NYSE, and other global exchanges. We offer diversified fixed income products in both AUD and non-AUD denominated currencies. The Australian corporate bond market is a particular strength and our clients benefit from direct access to low-risk corporate bonds. Personalised service and quality trade ideas are central to our success, alongside an unfailing commitment to generating superior returns for our clients. We offer both direct and managed fixed income investment to:

• Private clients, high-net-worth individuals and self-managed trusts
• Corporates and not-for-profit organisations
• Intermediary advisors and family offices
• Asset managers
• Wealth managers
• Credit unions
• Small corporates

Direct Fixed Income Investment Our clients can access, and directly own, fixed income investments. These are held in safe custody in a client’s own account. Investment opportunities include:

• OTC and exchange-listed bonds
• Government, semi-government and corporate bonds
• Fixed-rate, floating-rate, inflation-linked and discount securities
• Senior debt, subordinated debt, hybrids and mortgage-backed securities

  Primary Debt Issuance We offer a range of primary debt issuance opportunities, both in-house and through investment providers. Thanks to our strong partnerships and broad access to fixed income markets, we can provide primary debt issuance in:

• Financial and corporate bonds
• Senior secured debt
• Senior unsecured debt
• Subordinated debt
• Hybrid debt
• RMBS

  Managed Accounts Our managed account service caters to both large and small portfolios. Bespoke mandates can be customised to suit each client’s individual requirements.   Contact us today to find out more.  

Fixed Income Solutions provides a premium custody service for both AUD and non-AUD client assets through Apex Fund Services, part of the Apex Group which is a global custody provider servicing US$40bn of assets across 104 markets around the world. Apex’s rigorous internal control measures ensure the highest levels of protection. Apex’s services provide:

• Protection to investors, ensuring assets are properly segregated
• Monitoring of settlement of transactions and cash balances
• Daily cash transaction and position reconciliations and holdings statements
• Enables responsible entity / trustee to focus on managing the fund
• Independent oversight over internal controls (GS007 report)

Our team oversees trade settlement, coupon collection and processing, corporate actions, and stock maturities – all in line with strict internal controls and Apex’s own exacting standards. Clients can see for themselves how well their assets are being protected through detailed contract notes, coupon advisory notes, and transparent monthly statements covering:

• Client holdings
• Asset valuations
• Account activity, including transactions and income
• Portfolio segmentation across but not limited to:
  • Coupon types
  • Asset types (capital structure)
  • Credit ratings
  • Industry classification
  • Currencies
  • Maturity buckets
• Projected income

The Fixed Income Solutions money market service helps investors to maximise yield on their cash allocation. Our high-touch service does the hard work for you, researching an extensive panel of APRA-regulated banks to find the best fit for your investment needs.

Our experienced team acts as intermediary between lenders and borrowers, serving a broad spectrum of investors – from private wholesale clients to middle-market and institutional investors.

Investment opportunities
Money market instruments include any securities with a residual maturity of less than one year, although term deposits (TD) offer the luxury of investing for up to five years. Money market securities typically associated with the institutional landscape include:

• 11am cash
• Certificates of deposit
• Repurchase agreements
• Negotiable certificates of deposit (NCD)
• Bank bills and commercial paper (CP)

How does our term deposit service work?
Our experts do the research for you, presenting a carefully selected panel of banks with indicative rates that fit your risk profile. Once clients have made their selection, our service team is on hand to pre-populate the necessary forms and assist with any anti-money laundering (AML) requirements.

After a transaction has been agreed, our team delivers a trade confirmation with full transaction details, including the rate, parcel size and maturity, as well as bank transfer details. Importantly, investors always send funds directly to banks, eliminating any counterparty risk. Prior to maturity, an investment expert gets in touch to discuss possible reinvestment options.

Why choose our money market service?

• No client fees There are no client charges associated with our service. Fixed Income Solutions collects its fees directly from the banks.
• Fast and convenient Our dedicated team takes the hard work out of finding the right investment, reducing your search time and administrative efforts.
• Exclusive benefits Take advantage of deposit specials offered by banks exclusively through Fixed Income Solutions.
• Federal guarantee Clients investing up to $250,000 can take advantage of the federal government’s deposit guarantee.
• Market-leading analysis Receive regular updates from our market analysis team on the relative value of deposits and bonds, as well as important regulatory developments impacting the deposit landscape.

Contact us today to find out more.  

Fixed Income Solutions provides flexible and efficient debt funding for high-quality corporate borrowers. Leveraging the strength of our global expertise, we deliver a diverse range of primary market opportunities. Thanks to our domestic and international partnerships, we have access to many of the world’s most dynamic capital markets.

A steady supply of new debt transactions are carefully reviewed by our team and distributed to investors. Our expertise encompasses investment-grade, fixed-rate and floating-rate bonds, as well as emerging markets, high-yield and subordinated bonds.

Fixed Income Solutions extends its debt placement capabilities to other corporate finance boutiques and brand-name banks active in debt capital markets. We co-operate closely with Nomura Australia, Deutsche Bank, Goldman Sachs, Macquarie Bank, and many others.

Our partnerships do not obligate us to participate in every origination opportunity. Only after meticulous and unbiased due diligence will the team agree to distribute on behalf of one of our partners.

Contact us today to find out more.  

At Fixed Income Solutions, we have earned a reputation for unbiased market analysis and exceptional trading ideas. Our timely insights keep investors informed of key developments shaping today’s – and tomorrow’s – markets.

Our team of experts carry out in-depth analysis across government and corporate bonds, term deposits and hybrids, as well as residential mortgage-backed securities (RMBS) and other fixed income securities – both listed and over the counter. Each and every piece of analysis is based on the four cornerstones of fixed income:

• Capital preservation
• Income
• Liquidity
• Relative value

Drawing on the resources of our global partnerships, we have access to the broadest of perspectives on local and global markets. We leverage this extensive coverage to produce concise and actionable analysis on AUD and non-AUD bonds, as well as other financial instruments.

We also produce two weekly newsletters on current market and credit insights:

• A weekly update on macroeconomic data, news and market movements. Benefit from strategic insight into market trends across interest rates and yield curves, credit spreads, inflation and currencies, as well as many other critical areas.
• An insightful weekly newsletter on the latest credit opportunities, highlighting relative value trade ideas and specific credit analysis reports.

Contact us today to find out more.  

Our portfolio management team holds decades of fixed income and investment experience. They work with you to develop a bespoke strategy that fits within your desired mandate while employing a robust active management approach to provide superior returns net–of–fees. Individually Managed Accounts (IMA) is a hassle-free way to invest in fixed income.

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