In this episode Matt is joined by Luke Crane, Portfolio Manager with the BT Investment Solutions (BTIS) asset allocation team. Luke explains BTIS’ approach to managing currency exposure within diversified portfolios. He also provides his thoughts on the rise in popularity of digital currencies and the challenges asset allocators face.

For more information on evaluating cryptocurrencies as an asset class, BTIS’ strategic partner, Wellington Management, recently published a research note which you can access here: https://www.wellingtonfunds.com/en-sg/institutional/insights/evaluating-cryptocurrencies-asset-class-funds/

Luke Crane, MMath (Hons), MSc, FIA – Portfolio Manager, Asset Allocation

Luke joined BT Investment Solutions in May 2015 as an Investment Specialist and moved across into the Asset Allocation Team as a Portfolio Analyst prior to becoming a Portfolio Manager in September 2018. Luke is responsible for the day-to-day management of BTIS’ multi-asset portfolios and development and maintenance of BT’s exposure monitoring and portfolio construction tools. Prior to joining BTIS Luke worked at Deloitte Australia in the Actuaries and Consulting team. He also previously worked at Aon Hewitt in the UK providing investment advice to both UK and international based defined benefit pension schemes. This role provided extensive experience in investment strategy, liability driven investing, asset allocation, risk modelling and investment implementation. Luke was also responsible for the review and monitoring of custodians, transition managers and securities lending arrangements. Luke has 10 years’ industry experience, is a Fellow of the Institute of Actuaries, has a Master of Mathematics degree (Honours) from the University of Manchester (UK) and a Master of Science from the Imperial College London (UK). Luke has been a member of the Institute of Actuaries since 2010 and a Fellow since 2015.

Disclaimer:

The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.