Above the Index Asset Management Pty Ltd (ATI) [ACN 111 239 591 / AFSL 295904] was established in September 2004 as a boutique Australian equity manager, specialising in the manufacturing of long only Australian equity portfolios. ATI's investment style is premised on a ‘relative value' methodology, meaning that investments are generally purchased and held as long as they represent relatively good value.
ATI was appointed by Zurich Financial Services Australia Pty Ltd in September 2008 to manage its Australian Value Share Fund. ATI currently manages the Zurich Australian Value Share Fund and is a manager within the Zurich Balanced Fund.
OneVue Limited, formerly Direct Portfolio Services Ltd, appointed ATI as the manager of their in house portfolio mandates in 2005.
Advance Asset Management appointed ATI as the manager of their BT Partner Australian Shares Value Fund in May 2011.
In November 2014, ATI entered into an agreement to provide a concentrated Australian equity model portfolio to Mosaic Portfolio Advisers Ltd. The model portfolio is available for use within the Managed Portfolio Service available through the SFG Australia Limited adviser network.
There is growing recognition that Environmental, Social and Governance (ESG) factors may impact the value of a company. ATI as a contemporary investment manager has been improving its capacity to better understand ESG factors and enhance their integration into its investment process. ATI has adopted and is a signatory to the Principles for Responsible Investment (PRI) and has initially incorporated into its Qualitative Assessment Score (QAS) specific fundamental and quality factors that relate directly to ESG issues.READ MORE