KeyInvest Managed Investments (KIMI) –
Unlocking Alpha
Why We Built KIMI
KIMI combines structure and simplicity, enabling investors to unlock growth, income, and capital protection through a range of purpose-built solutions.
Provides durable performance through disciplined diversification, clear risk budgets, and transparent reporting, underpinned by life-company governance.
Utilises centralised trading, smart rebalancing, and robust tax and currency management.
Operates with APRA-regulated oversight as a significant related entity (SRE) of KeyInvest Ltd under the FAR Act, to ensure strong governance, liquidity, and risk control.
The KIMI Methodology
KIMI runs on one rule: structure unlocks alpha.
Every strategy follows a tight loop of set beliefs including: design, discovery, deployment, diagnoses and decision. We quantify risk, maintain independent oversight committees and focus on execution excellence (cost control, trading, hedging, data integrity).
Active Alpha
How does KIMI add alpha
Pre- and post-selection, our qualitative overlay captures evolving risks, such as leadership change, mandate drift, or performance asymmetry, ensuring that:
- Portfolios remain aligned with stated investment objectives
- Emerging risks are addressed through watchlists, remediation, or reallocation
Our approach delivers value by:
- Enhancing capital preservation through structural risk detection
- Concentrating exposure in proven, process-driven managers whilst maintaining diversification
- Maintaining flexibility to adapt dynamically to market and manager evolution
Our Red Flag Adjustment and Position Sizing Rules ensure capital is allocated to strength and withdrawn from weakness:
- Red Flag Framework: early identification of structural or governance risks before capital loss occurs
- Dynamic Sizing: conviction-weighted exposure, strongest-rated managers can
represent up to 25–35% of the portfolio, while lower-scoring managers are capped and trimmed automatically. - Continuous Oversight: quarterly reviews and proactive rebalancing maintain
quality and liquidity discipline.
| Value Driver | How We Add Value | Outcome |
|---|---|---|
| 1. Deep Diligence | Deep multi-factor scoring of Human Capital, Systems, and Philosophy ensures only proven, process-driven managers advance. | Higher quality entry points. |
| 2. Structured Risk Controls | Red-Flag framework magnifies weaknesses; position sizing caps prevent concentration drift. | Protects capital and avoids downside asymmetry. |
| 3. Dynamic Positioning | Exposure scales with conviction: top-rated strategies can grow, underperformers trimmed. | Risk-adjusted returns and agility. |
| 4. Active Oversight | Continuous qualitative review captures governance, mandate, or market shifts in real time. | Sustained portfolio resilience. |
The KeyInvest Investment Philosophy
KeyInvest has long been recognised as a leading specialty financial services provider in Australia.
These three core pillars define KeyInvest’s investment philosophy, designed to deliver dependable outcomes, even in uncertain markets.
Capital preservation through investments that sit at the top of the capital stack. Many asset classes are volatile and do not offer the protection of secured debt.
Regular income with a choice to get paid or reinvest. Either draw upon with the stable consistent income, or compound with your investment.
Broad diversification offering access to one of Australia’s widest loan pools, providing investor diversification across regions, sectors, LVRs and borrower profiles.
The Investment Landscape
The gateway to private credit in Australia.
Non-Bank Lenders (Private Credit Managers) in Australia are competing daily for the available investors and then facing each other for the available borrowers.
Two things ordinarily eventuate which are observed as:
- Investments are required faster than loans are originated = risk of taking higher credit risks
- Loans are originated faster than available investment flow = resulting in paying away margins to fund loans (viability risk)
Investment Key Selection (DD) Criteria
Managers and individual funds are assessed against the below mandatory criteria.
Managers pass DD, and are then required to work through 120+ fund-level DD criteria.
100% of capital returned to investors (minimum requirement to be considered).
Organisation, management and alignment with KeyInvest values.
Director character checks completed.
Clear ABN and regulatory searches.
Our Team
Chief Executive Officer & Managing Director
Executive Director, Managed Investment Portfolios
Head of Line 1 Risk & Operations Support and Responsible Manager
