FundSource is New Zealand's leading investment research house, supplying analysis to financial planners and fund managers since 1987.
We have a level of commitment to the quality of our research, its precision and accuracy.
This is why the leading financial institutions and advisory groups in New Zealand are using FundSource's research services.
What are the benefits of our research?
We produce high quality quantitative and qualitative research and research reports, which help our clients to:
- Identify market opportunities
- Develop targeted plans
- Stay on top of competitor initiatives
- Explore demand for new funds
- Understand the dynamics of the market and identify possible partnerships
- Provide vital information needed to advise clients
What are our consulting services?
Based on FundSource's extensive industry and research experience, the company advices a wide range of financial services organisations in both Australia and New Zealand on:
- Product development and design
- Investment process review and development
- Executive workshops
- Investment surveys
- Investment research
- Asset allocation
- Manager selection
- Manager monitoring
For more information on consultancy services please contact us detailing your information request.