FundSource Ltd has been serving New Zealand financial advisers for the last 15 years in providing quality managed fund information and investment strategy solutions.
Delivered via our state of the art FundSource InvestmentViewer, we offer financial planners ready access to quality managed fund and economic information that will add tremendous value to your financial advisory practice.
Consider these specialised research offerings:
Qualitative Ratings
FundSource exclusively provides financial planners with qualitative ratings that are forward looking recommendations on specific managed funds. Expressed as similar ratings to a share recommendation, advisers will be able to quickly research whether a fund is 'Not Recommended', 'On Hold', right through to 'AAA Recommended'.
These recommendations are based on our extensive research of manager's people, processes, portfolio and finally performance. These ratings provide huge value in advising your clients into quality investment vehicles and away from those funds that we have determined are not suitable investments.
Quantitative Ratings
FundSource produces in conjunction with our comprehensive forward-looking qualitative ratings, quantitative research that looks into at some depth the numerical characteristics of managed funds. These include not only such data as prices and performances, but also the quantifiable risk of a fund (relative standard deviation) and the relative quantitative performance of a fund relative to risk within it's peer group (FundSource Quantitative Fund Ratings).
Expert Asset Allocation
FundSource provides expert investment strategy and asset allocation models that are updated on an ongoing basis, reflecting the current economic climate. The investment strategy and asset allocation are explained in detail, and may be easily translated for your client into simple, down to earth, but highly valuable investment advice.
Indepth Fund and Manager Information
Imagine having ready access to quality tailored information on:
performances -- vs. benchmarks with the ability to tailor time periods
fund asset allocation -- where and what the fund is invested in
details -- including minimum investment levels, distribution policies, fees and more
complete analysis of manager and fund history
prices and
specific fund news including changes and alerts
Managed Fund Industry Reporting
A monthly managed funds report released by FundSource to financial advisers allows you to keep up to date on all industry news and events. If there is anything happening in the industry, it will be in the FundSource managed fund report.
Economic Reporting
FundSource also provides economic newsbriefs that enable an adviser to remain up to date on the economic environment in which managed funds exist. The monthly newsbrief includes economic discussion, recent economic releases, investment market reviews, and key indicator reports.
In one place a financial adviser may keep up to play on all economic activity, quickly and efficiently.
We're on the other end of the Phone!
FundSource prides itself on the fact that it is the only wholly New Zealand owned and operated managed fund research house. To this end, we are always available on the other end of the phone to answer any questions our clients may have.
Special Offer!
If you are interested in receiving research from FundSource contact us now and you will receive a free one-week trial of our research services!
Please contact:
FundSource Ltd
fundsource@fundsource.co.nz
