Research solutions

We provide investment research and insights across a range of listed and unlisted investment products, including traditional managed funds, listed products, and alternative assets. Our bespoke investment consulting services can be tailored to your individual requirements, allowing you to unlock the full value of our investment insights.


Our managed funds research encompasses sector-wide insights and analysis along with detailed reviews and ratings of individual managed fund products. We cover a range of different product structures across all major asset classes. Learn more




We have developed a rigorous ratings system that evaluates the ability of a product to deliver on its objectives. Our ratings are underpinned by our peer review process, which draws on the full expertise of our investment research team. Learn more

Our direct equities research provides you with the insights and tools to create high quality, tailored share portfolios. Using iRate’s product filter, you can identify the most suitable shares for your client while meeting your best interest obligations. Learn more




iRate is our market leading research platform, giving you access to our full range of financial product research and tools. With an intuitive user experience, iRate delivers all of your investment research requirements in one platform. Learn more

With over 65 years of combined industry and financial markets experience, our investment consulting team leverages our investment research and insights to create actionable, targeted advice for our clients. Learn more