Why Foresight Analytics – Investment Assurance, Advisory & Consulting

1. Independent: We are an independent employee-owned firm with no commercial tie-up with any asset manager or investment product manufacturer. We do not sell any investment products or manage money in-house. Our business model is unique in the industry.

2. Licensed entity: Our services are governed by an AFSL () license that covers both retail and wholesale products.

3. Long-term focused: We genuinely believe that time arbitrage is one of the key sources of outperformance in investment markets. We take a long-term perspective in our analysis and our judgement is not clouded by short-term performance pressure.

4. Research-driven: Our investment assurance, advisory and diligence services are delivered by a very experienced research analyst who use their expertise and cutting-edge techniques and tools.

5. Investment with a purpose: We are passionate about building a sustainable financial system that provides for more than just financial returns. We integrate financial and extra-financial information in our decision-making processes. We are a proud signatory of UNPRI.We believe that generating social and environmental returns alongside financial returns is achievable with a well-thought-out investment strategy.

6. Technology-enabled: Technology and data are at the centre of everything we do. We have invested significantly into data, technology, and digital tools so we can deliver interactive, unbiased, and transparent decision tools to illuminate complex issues.

Our Solutions

Diligence Ratings & Research

We provide Investment diligence, ESG diligence, OPS diligence and Risk diligence services across traditional and alternative asset classes. Our wealth, asset-owner and investor clients access all research insights and ratings via the digital platform – Foresight 360

Asset consulting & Manager search

Our asset consulting services include strategic and tactical asset allocation tools, analytical services and ongoing strategic support. We also provide bespoke and custom manager search solutions across most traditional and alternative asset classes. Our global emerging manager database (GEMD) curates a wide range of “best of breed” managers across both domestic and global sectors.

Data Analytics & Modelling

We provide a descriptive, behavioural and predictive diagnostic on funds, ETFs, SMAs, markets and indices. Our experienced quant analyst formulates strategic asset allocation for clients, conduct scenario modelling and provides multi-asset portfolio stress testing using cutting-edge technology and comprehensive datasets that are underpinned by proprietory, public and private sources.

ESG Ratings & Analytics

We adopt a Quality and Risk-based approach to ESG analytics and environmental risks in investment portfolios. Our qualitative and quantitative solutions include ESG Diligence Ratings, ESG Capability assessment (using global best practice guidelines) and ESG & Carbon Analytics.

Fund Strategy Positioning & Competitive Benchmarking

We take a strategic perspective in assessing enduring sources of active and competitive advantages for asset managers. Using multiple and unique datasets, we forensically unpack a fund manager’s value proposition, benchmark it to smart beta and other active strategies and provide unique and evidence-based perspectives through a discussion paper and interactive workshops for the ultimate standard in investment assurance.

Investment Process Review & Validation

Our investment advisory uses a 360-degree framework to assess strengths and weaknesses in investment management processes. Our analysts incorporate statistical (returns), fundamental (holdings) and behavioural (trades) insights to validate the efficacy of decision-making processes.

Our Story

Foresight was founded by Jay Kumar, who has over 20 years professional services experience within the Australasian financial services industry. After identifying a gap for forensic research in the financial services market, Jay founded Foresight Analytics in 2015, utilising his research and significant institutional asset management expertise to bring unique solutions to the investment community. Since then, Foresight has evolved its business across a diversified range of solutions and clients. 

Our Partners

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