Oakvale is Australia’s largest independent financial risk management firm, with more than 19 years experience providing organisations with independent professional services to assist corporate treasurers, finance executives and company directors.
Oakvale has expertise in foreign exchange, debt management, asset management (cash and interest rate securities) and precious and base metals, coupled with senior operations staff. We have over 200 clients across a broad range of industries including local councils, state government agencies, mining companies, health funds, utilities, major ASX listed corporations and private corporations. Oakvale assists clients to manage more than $100 billion in interest rate, foreign exchange and commodity exposures and have approximately $3.5 billion in funds under advisory management.
Oakvale is a client-driven organisation with over 30 professional and experienced members of staff located in our two offices in Sydney and Perth.
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Financial Risk Management
Financial risk management services ranging from policy advice to market strategies, instrument pricing, portfolio reporting including mark to market valuations of financial instruments and a fully supported AASB139 (IAS39) hedge accounting solution. Read more...
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Online Treasury System (acorn)
Acorn is a fully supported online treasury solution powered by SunGard's AvantGard Quantum software. It provides comprehensive functionality ranging from sophisticated deal capture and back office processing to advanced risk analysis and reporting. Read more...
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Funds Management
Enables clients to have their surplus funds actively managed by Oakvale. All securities are purchased in the client’s name. Clients using this service have consistently achieved higher returns on their surplus funds whilst receiving detailed, professional reporting. Read more...
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Asset Consulting
The Asset Consulting service provide a totally independent, highly specialised investment advisory service to local government and other institutions. The service provides tailored portfolio advice with sophisticated monthly reporting. Read more...
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Asset & Liability Risk Management (ALARMS®)
The AL ARMS® service is provided to building societies, credit unions & other non-bank financial institutions to enable best practise asset & liability risk management including interest rate risk measurement, risk management reporting, scenario modelling & strategic advice. Read more...
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Treasury Operations Support
The treasury back office outsourcing service provides access to Oakvale's experienced treasury operations team that provides significant economies of scale and a reduction in key person risk. Read more...
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