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External Research inputs

We subscribe to a number of research providers, which all have a particular 'added value'.  These are used in the initial desk based research, but also on an ongoing basis, including checking alerts, but also using the information when a monitoring review is undertaken.

Mindful Money (6 monthly identification of 'nasties')

Morningstar (monthly investment performance and alerts on changes within funds and fund managers)

Lonsec (detailed in depth fund manager research reports, including commentary on Ethical investing approach)

Farrelly's (Asset Allocation guide)

RIAA Certification (verification of our research)


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