Products & Services
InvestorWeb Research provides advisers and dealers with:

• Managed funds research, both opinionated and non-opinionated
• Recommended lists
• Model portfolios.

The Managed Funds Research reports and portfolios help the dealer and adviser to meet their compliance obligations under the new Financial Services Reform (FSR) regime.

Sector Ratings | Recommended Lists | Special Reports | Analytical Tools

Process

Please click on the following link to view the Managed Funds Investment Research and Rating Process.
Qualitative The Qualitative assessment criteria account for 50% of the overall assessment of each fund and include the team and the investment process. The Qualitative rating is generally determined as a result of the interviews and analysis conducted with each fund manager during the annual sector review. Unless there is a significant change to the investment team or process during the year, the qualitative opinion continues to apply until the next formal review. Organisation, although not formally scored, is an overriding factor generally relating to a significant event such as a takeover, team departure or ASIC review.		Quantitative Quantitative ratings are based on 3-year wholesale performance data. They are not modified by subjective overlay. Four factors are used to arrive at the quantitative score, each based on 3-year data. Each factor is normalised to ensure a spread of results across the research universe. The four factors are: Excess return Outperformance of median Sharpe ratio Information ratio.