Solutions
Using our innovative 360° approach and factor-based framework, we solve complex problems for our clients that operate in investment and wealth management niche. Our solutions address analytical challenges for clients such as strategy performance and risk evaluation, predictive challenges such as separating skill from luck when selecting quality active strategies and market intelligence challenges such as dealing with noise and breadth of information.
Our evidence and data-based approaches provide a robust framework for analysing complex set of data and information, sensibly adjust for noise/ type one and two errors in decision processes and deliver intuitive yet interactive tools that promote rational decision-making.
Consulting
We bring together our firm-wide capabilities to add value for our clients across a range of analytical and predictive areas.
Our advisory work is underpinned by evidence-based analytical framework, long-term perspective on markets and industry, technology and data, as well as experience and expertise of the team.
Analytics
Using proprietary and third-party factor research (drivers of markets, strategies, asset classes), data-integration techniques and investment domain expertise, we deliver analytical solutions as a standard subscription service, bespoke custom solution or one-off project based.
Research
Using forensics research and weight-of-the-evidence-based approach, we analyse investment strategies across all major asset classes and geographies.
We apply three layers of analysis for manager research: statistical factor, fundamental/economic factor and behavioural factor analysis to validate ‘skill’. We round-off our forensic findings with qualitative review that adopts a quality and risk-based assessments.
Our Data Covers
Exchanges
Countries
Securities
Market indices
Currencies
Fund brands
ETFs
Learn From Us
Our solutions are powered by unique data-sets that we aggregate using global third-party suppliers and proprietary sources. Our wide coverage across markets, asset classes, instrument and economies provides a robust platform for bringing wider perspectives to client problems. With around 20 data sources and counting, we aim to help you understand the financial landscape and your fund like never before.
Blog Entries
Carefully curated blogs and article contribution from the team are posted here.
Case Study
Learn and explore how Foresight helps clients solve their complex and unique problems.
Mathew Walker
Director
Dynamic Asset Consulting
“The depth of data and knowledge on how to use it is impressive. To this end the quantitative insights can be of material benefit for any business that wants to understand their product or market environment.”
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Paul Bolinowsky
Country Manager
Pioneer Investments Australia
“I found the output from Foresight to be relevant, detailed and sophisticated. Follow-up service to ensure that the data presented was understood by the user was first class. The project was completed on time, on budget, with the correct scope.”
*****
Jared Pohl
Director, Portfolio Manager
ECP Asset Management Pty Ltd
“We have worked closely with Jay and his team for a number of years now and are always impressed with the quality and depth of insight provided. The perspective offered has truly been unique and has helped us to articulate our edge and improve on our investment outcomes for clients.”
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Who uses Foresight?
Financial and Risk Analysts
For return attribution, risk attribution, style and economic factor analysis of investment strategies, asset classes and markets. Sustainable analysts use Foresight’s data-driven approach to assessing ESG risks as well as alignment to and impact across UN SDGs.
Asset Managers
To strategically evaluate key sources of value add in portfolios, sources of active advantage and competitive advantages. Offshore managers use our fund industry intelligence research, tools and insights for product development, market positioning and focused marketing.
Asset Owners
For forensic due diligence on new managers, annual review of existing mandates, program level risk-aggregation and sustainability risk analysis.
Wealth Advisory Firms
For approved list reviews, new investment selection, performance and risk measurement, risk aggregation across various instruments and asset classes.