Published On: 3 October 2023

We are thrilled to have won our latest award presented by CFI.co (Capital Finance International) for the THIRD year in a row. CFI.co is a leading resource reporting on news and providing analysis and commentary on business, economics and finance worldwide. CFI.co’s Awards programme identifies and rewards excellence across these sectors.

Read below CFI.co’s interview with Austen Robilliard, Investment Director :


In the world of investment management, success hinges on a combination of factors, from meticulous analysis to a strong ethical foundation. At Murdoch Asset Management, these elements have converged seamlessly under the guidance of Austen Robilliard, the Investment Director. So, what makes investment management solutions stand out when winning CFI.Co Best Investment Management Solutions UK for the 3rd year in a row?


Austen Robilliard, Investment Director: A Driving Force

Austen Robilliard’s journey with Murdoch Asset Management began in 2007, and since then, he and his team have played a pivotal role in the substantial growth of the company’s funds under management. Initially starting in a research role, Robilliard identified a crucial gap in the market – the absence of risk models that truly encapsulated the reasons behind fund failures. To address this, he developed a proprietary risk modelling system, a game-changer that set the company on a path to success. 

Robilliard’s accomplishments did not go unnoticed. He earned a coveted spot in Citywire’s Top 30 under 30, an annual recognition of emerging stars in wealth management. Fast forward seven years, and he was honoured with the title of European Fund Selector of the Year at the 2020 International Investment Awards, an award he won again two years later. His expertise even garnered him a spot among the 12 shortlisted individuals by RankiaPro, a prominent Spanish-based investment fund information service. 

The investment team, consisting of four experts, has been instrumental in achieving these accolades. Their collaborative efforts are a testament to the company’s philosophy that every team member plays a vital role in providing top-notch client service, lead from the top by CEO Chris Birch. 


The Murdoch Ethos
Murdoch Asset Management attributes its success to its close-knit staff. Recognising the significance of each team member in delivering exceptional client service, the company operates on the principle of ‘treat others how you would want to be treated.’ This ethos is not limited to interactions with clients but starts at the senior team level and permeates throughout the organisation. Seasoned staff members uphold this tradition, ensuring that new team members maintain a high standard of care for clients. 

Rigorous Investment Selection
What sets Murdoch’s investment team apart is the meticulous analysis conducted before selecting investment funds. They firmly believe that the success of an investment fund is largely determined by the management team and the investment process, i.e., the inputs. Consequently, the team dedicates significant attention to scrutinising these aspects. 

Each member of the team boasts high-level academic and industry qualifications, with expertise spanning across all of the company’s services. This collective knowledge enables them to deliver better outcomes to clients through actively managed funds, even though they must contend with challenges that passive investors do not face. 

ESG Investing: A Cautious Approach
Austen expresses cautious enthusiasm about ESG (Environmental, Social, and Governance) funds. While acknowledging their potential for positive impact, Murdoch Asset Management applies stringent selection criteria to these funds, akin to their unconstrained portfolios. They seek out managers with robust, committed, and repeatable processes, along with a track record of strong investment returns. The aim is to strike a balance between performance and societal responsibility. 

Austen also notes that the pool of ESG-integrated funds is relatively smaller, underscoring the importance of thorough research in this domain, whilst ensuring credibility and genuine ESG credentials. 

Impressive Growth Trajectory
Murdoch Asset Management’s in-depth knowledge and analysis across major asset classes, portfolio construction, and fund selection have propelled the company’s growth. From managing £30.3 million in 1991, the company now oversees £650 million in assets as of 2023. 

In a rapidly evolving financial landscape, Murdoch Asset Management stands as a testament to the power of meticulous analysis, a strong ethical foundation, and a team driven by a shared commitment to clients. Austen Robilliard’s leadership and the collaborative efforts of the wider investment team have not only garnered accolades but more importantly resulted in real positive impacts for their clients. As they cautiously navigate the world of ESG investing, Murdoch Asset Management continues to pursue both performance and its role in creating a better society.

 

Source – https://cfi.co/europe/2023/09/murdoch-asset-management-forging-an-enviable-reputation/ 

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