Smarter Money Investments (SMI) is an independent fixed-income manager established in 2011. Our first active cash solution, called the Smarter Money Fund, was launched in February 2012. Total assets under management have grown to approximately $200 million today.

SMI's comparative advantages are in active cash management, active bond selection, and minimising credit and interest rate duration risks. We believe that there is a significant role for liquid active cash and low duration fixed-interest to play in both individual and institutional portfolios. Our portfolio managers have decades of experience and are augmented by an institutional-sized credit research capability that focuses on identifying and mitigating downside risks. We have consistently outperformed both our peers and our benchmarks. This is a summary only. If you want access to the full site, please click here.

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