Strong governance, risk management and compliance frameworks commended
La Trobe Financial Asset Management Limited (LFAM) has retained its the highest possible ‘Superior’ rating from Foresight Analytics in its latest Operational Capability Assessment.
Foresight’s assessment highlighted LFAM’s continued growth, supported by La Trobe Financial Group and Brookfield Asset Management.
The company manages $12.5 billion in private credit, contributing to group assets under management exceeding $20 billion. It now serves more than 100,000 investors.
Foresight highlighted LFAM’s strong governance, risk management and compliance frameworks while also acknowledging the company’s strategic expansion, including the La Trobe US Private Credit Fund.
Chris Paton (pictured), chief investment officer of La Trobe Financial, said: “We are pleased that Foresight Analytics has recognised our focus on operational excellence, risk management and governance.
“For over 35 years, our core business has been providing Australian investors with high-quality, low-volatility investments to meet income and lifestyle needs, delivered in a simple, transparent, and easy-to-understand way.
“This recognition confirms our commitment to superior customer service, preservation of investor capital, and consistent financial performance.”
It is far from the first stellar rating La Trobe has secured in recent months.
In November 2025, the firm’s flagship investment product, the La Trobe Australian Credit Fund 12 Month Term Account, received a ‘Recommended’ rating from independent ratings agency Lonsec for the 13th consecutive year.
One month prior, La Trobe’s US Private Credit Fund also received a Recommended rating from Zenith Investment Partners.
