Group 1 - Betashares has surpassed AUD 50 billion in assets under management and is actively pursuing growth through acquisitions of Drummond Capital Partners and InvestSense to enter the lucrative managed accounts market [1][2] - The company has a smaller but rapidly growing managed accounts business with AUD 3 billion in assets under management, which has been operational for over seven years [2] - The acquisitions are strategically significant as Betashares aims to transition from being a provider of passive investment products (ETFs) to becoming a gatekeeper in the managed accounts space [2][3] Group 2 - Drummond and InvestSense offer ready-made investment portfolios to financial advisors, known as managed accounts or outsourced Chief Investment Officer (CIO) models, which help advisors save time and reduce risk [3][5] - Betashares has primarily relied on organic growth in the ETF market but is now shifting towards strategic acquisitions, having previously made cautious acquisitions only when necessary [6] - The company is backed by Temasek, the Singapore government investment agency, which invested AUD 300 million in a minority stake in Betashares last year [7]
澳洲ETF巨头Betashares双管齐下收购,剑指百亿级管理账户市场
Sou Hu Cai Jing·2025-06-10 13:04