A trusted provider of data-driven solutions for global institutional investors and wealth advisory firms

 

Foresight combines its industry expertise with leading technology and unique data-sets to deliver unparalleled insights, decision tools and advice.

Our mission is to unlock the investment advantage of our clients by isolating  enduring insights, recommending quality opportunities and optimal portfolio decisions.

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 asset owners, asset managers and wealth management clients. Our fiduciary services are specifically designed for trustees and key decision makers within asset owner and wealth advisory firms. Our fund strategy services are designed for asset managers and financial product distributors.

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.
Foresight’s advisory work is underpinned by evidence-based analytical framework, long-term perspectives on markets and industry leading technology and data.

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.

Ratings & Research

We combine both experienced human insight and forensic research to isolate high quality investment opportunities that offer superior risk-adjusted returns to investors. Using our weight-of-the-evidence-based approach, we analyse most investment strategies, markets and instruments across the major asset classes and geographies.

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

Carefully curated blogs and article contribution from the team are posted here.

Premium Research Insights

Access and purchase one off reports from our online store.

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.”

*****

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 Carbon and Environmental risk assessment as well as ESG risk and UN SDG impact analysis.

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 full diligence assessments of Investments, Operations, ESG and Risk. Strategic and dynamic asset allocation advice and modelling. Annual review of existing APL/existing mandates, program level risk-aggregation and sustainability risk analysis.

Wealth Advisory Firms

For strategic and dynamic asset allocation, diligence reports, approved list reviews, new investment selection, performance and risk measurement and portfolio risk aggregation services.