Product Research

Evidence-based investment research

Our Investment Selection Service incorporates, active, passive and factor-based investments. It offers Advisers a robust and differentiated research input to assist in their internal model portfolio construction considerations.

Unconflicted Research Model

Our investment selection model receives no revenue from the fund managers that are exposed to our research process. Consequently we are not exposed to the obvious biases that result from such conflicted revenue models. Our service operates exclusively under a user pay basis and has an overarching objective to robustly scrutinise the risk adjusted performance of active managers against passive and systematic (factor-based) investment options.

Your Biggest Implementation Risk: Overpaying Managers for Beta & Insufficient Alpha

Our Investment Selection Service is particularly relevant for today’s Advice Practices, given the increased regulatory scrutiny around “know your product” and best interests obligations. Many Practices continue to provide product selection advice, where conviction on active strategies needs to be sufficient to overcome the meaningful fee drag. Indeed, active fees can be 5-10 times greater than passive options, the risk of which is ultimately assumed by the client.

Transparent Screening Outputs

Our Investment Selection Service helps you to better address the “know your product” obligation through regular research outputs. We equip you with unbiased and robust investment selection tools that supports your role as the key financial steward. The output are a series of charts which shows the risk-adjusted screens we regularly apply to active, passive and factor-based strategies.

Our Investment Selection Service is a powerful analytical tool that helps you streamline your APL and/or to better engage with your Investment Committee and clients to substantiate the basis of your portfolio decisions. Our regular risk-adjusted performance screens and return/risk decomposition analysis enables you scrutinise your APL more frequently and robustly and assists you in sustaining the “know your product” obligation.