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Through our Investment Viewer platform FundSource provide financial advisers ready access to quality managed fund and economic information that will add value to your financial advisory service.
Download the Investment Viewer brochure here
What does Investment Viewer give you access to?
Qualitative Ratings
FundSource exclusively provides authorised financial advisers 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 a fund 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).
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
- specific fund news including changes and alerts.
Managed Fund Industry Reporting
A monthly managed funds report released by FundSource to authorised 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.
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.
Contact us now to find out how you can get access
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