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Research - Curiosity Matters

Too often investors and custodians are left wondering "why" or "how" their financial strategy is designed or managed in the way it is.

Given the overwhelming breadth and complexity of investment markets, assets, derivatives and economic influences it is not surprising, however if left unchecked the results can be catastrophic.  For private investors the impact is usually contained to financial risk, however for institutions (and registered charities, in particular) there can be severe legal implications.

For investors, understanding this risk is the first step.  Neutralising or managing this risk is the next step.

As experts in economic, market and portfolio analysis we are able to approach these questions from a uniquely independent and objective perspective, and work with you to identify, quantify and compare various solutions (or combinations of solutions) to provide clarity and transparency to your investment framework.


Recent research projects include:

  • Independent evaluation of virtual currency networks (private investor group)
  • SRI cost benefit analysis (PAF)
  • Analysis of fixed income portfolio risk (institutional investor)
  • Independent valuation of Investment Public Offering (private investor group)
  • Property market research (institutional investor)
  • Asset Consultant performance review (institutional investor)
  • Portfolio re-optimisation based on changes to forecast returns, Dynamic SAA (private investor group)
  • Quantitative Analysis of Investment Portfolio Statement (private investor group)
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