Research, whether internal and proprietary or for external use, is an integral part of our advisory and investment decision process.
We employ independent analysis covering areas such as global macro, equity & fixed income markets, foreign exchange, commodities, and precious metals. In addition, we perform systematic due diligence of third-party money managers and funds which are often used in client portfolios.
Capital Markets Research & Investment Manager Reviews
Our market research is a combination of top-down and bottom-up fundamental, quantitative, and technical analysis. We aim to discern important information from the larger picture and isolate possible emerging trends or termination of others. Classification and evaluation of those trends are often transformed into asset allocation and investment decisions or tactical trade ideas.
Our money manager and fund due diligence process is a systematic interview and review of investment managers. We maintain detailed information on numerous different investment management firms in our research database. From these 'initial managers', we utilise various quantitative and qualitative factors to filter down to a select subset that meets certain criteria and are potential candidates for our portfolios.
As part of our 'open architecture' model and the belief that no single firm can excel in all areas, we extensively utilise third party research from both large banking institutions and dedicated research firms.
Access to our research is only available to clients of our Investment Advisory service. If you would like more information about our research, please contact us.