InvestorWeb Research is an incisive research service that provides value

added information and financial and investment tools in a timely and accessible manner to the investment community.

Our research offering includes Equities

and Managed Funds research,

general market and economic summaries, specialised reports, model portfolios

and portfolio management.

Our differentiating feature as a Managed Funds Research House is the quality of our people. We have a highly experienced and well resourced team of professionals who spend a significant amount of time with fund managers on a daily basis. As a result of this, the ratings process adopted by the Managed Funds team is largely qualitatively based.

Nonetheless, we do undertake very thorough quantitative analysis based on portfolio positions and past performance. The methodology adopted ensures that performance is considered in the context of confirming our understanding of the manager and their performance, rather than on an absolute basis (i.e. bigger is better). For example, we check for issues such as style drift, or unintended portfolio biases, which may mean products and managers may perform in unexpected ways. To IWL, predictability of performance is key. This helps us build high quality portfolios that will perform well in all markets.

A ratings template is used to ensure that each relevant factor is given due weight. All ratings are ratified through an Investment Committee, consisting of all members of the team. This forum is designed to encourage open and vigorous debate on managers, styles, processes, markets and ultimately, ratings.

InvestorWeb Research maintains model portfolios for managed funds and equities.
The funds portfolios use strategic

asset allocation to meet the objectives

and risk profiles of investors.

The equity portfolios provide model portfolios for investors who want to invest in shares, or use direct holdings for the equities asset class of a diversified portfolio.