Research Capability

Our research on your behalf begins with the work of leading researchers, from the best finance schools, from the best universities in the world.

Over the past 50 years Nobel Laureates like Prof. Eugene FamaProf. Harry MarkowitzProf. Bob Merton, and Prof. Daniel Kahneman and leading researchers like Prof. Ken French, and Prof. Robert Novy-Marx have added enormous depth and rigour to our understanding of how financial markets work, the risks worth taking, and how investors behave in the face of uncertainty.

We believe in investing not speculating. We live locally but we invest with a global perspective.

While there is still much to learn about financial markets, we base our investment decisions on the best knowledge available, and by using an evidence-based approach we build robust, sustainable and risk-managed investment portfolios.

Our Investment Committee meets regularly to review research and our investment principles, and to oversee the construction and performance of our model portfolios, upon which your tailored portfolio will be based.

Our investments are managed to a fiduciary standard.

We are members and active participants in the ACIG, (Asset Class Investment Group) and GAIA, (Global Alliance of Independent Advisors), with whom we meet regularly to collaborate on best practice outcomes and portfolio benchmarking. The ACIG member firms collectively manage over A$5 billion in Australia and New Zealand, with GAIA member firms collectively managing over $US20 billion globally.

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