About Us

Investment Philosophy

About us

Our investment philosophy is built on three interconnected beliefs.

These beliefs shape every portfolio decision we make: how we construct portfolios, the partners we choose, and how we navigate volatile markets. Together, they describe what Risk Targeted investing means in practice.

Risk first,
returns follow.

We begin every portfolio decision by asking how much risk is necessary to meet the objective.

Go

Markets are inefficient,
flexibility is essential.

We construct portfolios with wide allocation ranges, so we can respond to shifting valuations and correlations.

Go

Global access,
best-in-class managers.

We partner globally to access managers and strategies not typically available through retail platforms.

Go

Risk Management at
the Forefront.
Returns Follow.

We begin every portfolio construction decision with the question: how much risk is necessary to meet the portfolio objective? Not only how much return can we generate, but how much risk is justified given the current environment and the medium to long-term outlook.

This discipline aims to ensure our portfolios avoid risks that are not being rewarded, and that investors are buffered from drawdowns that may have been avoidable. Alongside maintaining wide asset allocation ranges, we use sophisticated risk overlay strategies to adjust risk positions and seek to protect the downside when conditions warrant.

Markets are Inefficient.
A Fundamental and Flexible Approach is Required.

Markets and asset classes are prone to significant periods of over and undervaluation, and to meaningful shifts in correlations, particularly during heightened volatility or market drawdowns. A static approach to asset allocation accepts risk passively rather than managing it actively. Maintaining fixed weights regardless of conditions is not risk management.

Our portfolios are constructed from a broad investment universe with wide asset allocation ranges. This gives us the flexibility to increase exposure to the most attractive risk-reward opportunities and reduce exposure where the outlook is less favourable. This active, valuation-driven approach is central to how we aim to deliver smoother returns over time.

Global Access.
Best-in-Class Managers.

As a multi-asset portfolio manager, we partner with leading managers in each asset class to provide access to additional expertise alongside a broad and global investment universe. Our global research partnership with Russell Investments, alongside LGT Capital Partners, our specialist alternatives capability, gives us access to managers and strategies, particularly in alternatives and private markets, that are typically not available through standard retail platforms.

This means our investors can gain access to a range of investments at fees that are meaningfully lower than what individual investors would typically pay for comparable institutional-quality exposures.

This philosophy has been tested across multiple market cycles.
Since 2009, it has guided every portfolio we have built.

Important Information

This information has been prepared and issued by Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338 634) (Atrium) as the investment manager of the Marketing Name: Atrium Evolution Risk Targeted Fund. Registered Name: Atrium Evolution Series – Diversified Fund (ARSN151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS) and the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA).

The information is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained by visiting our website atriuminvest.com.au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. his information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity (RE) of the Atrium Evolution Series – Diversified Fund (ARSN 151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS), Atrium Enhanced Fixed Income Fund (ARSN 616 127112) and Atrium Alternatives Fund (ARSN 616 126 982). Investors should consider the PDS and TMD (available from Atrium’s website) before making any investment decisions.

Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468 ) is the Responsible Entity (RE) of the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA). Atrium is the portfolio manager of each of the aforementioned portfolios. Investors should consider the relevant offering document (Product Disclosure Statement (PDS) or Information Memorandum (IM) as appropriate), Target Market Determination (TMD) and other relevant information available from Atrium before making any investment decision. Investments in the CFS SMA are only available on CFS Edge. Investors should consider the PDS and TMD before making any investment decisions. Applications for a portfolio in the CFS SMA can only be made pursuant to the application form attached to the relevant PDS or Investor Directed Portfolio Service (IDPS) guide (CFS SMA Offer Documents). Please refer to the CFS SMA Offer Documents for important information concerning an investment in the CFS SMA.

You can only invest in MAPS through HUB24 Invest, an IDPS operated and administered by HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL239122) (HUB24 Custodial Services), or through HUB24 Super, a super investment service offered through the HUB24 Super Fund (ABN 60 910 190 523, RSER1074659, USI 60 910 190 523 001) (‘Nominated Platform’ means either HUB24 Invest or HUB24 Super). HUB24 Custodial Services is the promoter of theHUB24 Super Fund and provides a range of services to the HUB24 Super Fund. Investors should consider the MAPS PDS and TMD (available from the Nominated Platform’s and Atrium’s website) before making any investment decision. Please refer to the disclosure documents for your Nominated Platform(available from your financial adviser or your Nominated Platform) together with the PDS for important information concerning an investment in MAPS.

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