To provide support to our in-house research, we utilise the services from several independent resources.
Zenith Investment Partners support our own internal fund manager research, act as a fund selection solution filter and participate in our IPB meetings.
Heuristic Investment Systems provide a prospective tactical asset allocation view around strategic asset allocation benchmarks and they also participate in our IPB meetings.
Farrelly’s Investment Strategy provides our portfolio modelling software.
Lastly, Capital Economics in London provide us with an independent macroeconomic approach to global and regional markets.
Send us an enquiry or call +61 3 9275 8888 for more information on asset management.