FundSource is now the research house of choice for most New Zealand fund managers. With a high level of commitment to the quality of our research, this ethic flows through to a very high standard of precision and accuracy within our offerings.
Consultancy Services
One area that may not be as well known within the managed fund industry is the expert consultancy services that FundSource provide.
Based on FundSource's extensive industry and research experience, the company has been retained by a wide range of financial services organisations in both Australia and New Zealand to advise them on a broad range of topics including;
Product Development/Design
Investment Process Review and Development
Executive Workshops
Investment Surveys
Investment Research
Asset Allocation
Manager Selection
Manager Monitoring
Whilst many of these projects have been 'one off' jobs, they have enabled FundSource to develop an enhanced understanding of the many practical business issues within both funds management and advisory businesses. To these projects FundSource applies the broad range of specialty skills available within FundSource.
If you require any more information on our research or any other issues, please contact us:
FundSource Ltd
fundsource@fundsource.co.nz
