Why Foresight

1. Independent: We do not sell investment products or charge asset-based fees to our clients. Our fee-for-service or subscription-based business model allows us to price our work based on value add and complexity, not how much money our clients manage. Our business model is unique in the industry.

2. 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.

3. Research driven: Our advisory and due diligence work is underpinned by thorough research using cutting-edge techniques and tools. While our analytical framework is data and science-driven, we apply a good level of human judgement, experience quality-based insights in our analysis.

4. Finance 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 and help our clients navigate through the complexity of emerging measurement challenges in the sustainable space. We believe that generating social and environmental returns alongside financial returns is achievable with a well-thought-out investment strategy.

5. 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 our clients.

Our Capabilities

Diligence Ratings & Research

Providing Investment diligence, ESG diligence, OPS diligence and Risk diligence across most major asset classes and firms.

ESG & Sustainability Analytics

We adopt a quality and risk based framework to assess ESG and environmental risks in investment portfolios. Our solutions include ESG Diligence, ESG and Carbon Analytics and Validation of ESG process integration (using global best practice guidelines).

Advanced Data Analytics & Modelling

Descriptive, behavioural and predictive diagnostic of funds, ETFs, SMAs, markets and indices. Strategic asset allocation modelling, multi-asset portfolio stress testing and portfolio risk analysis (single manager or multi-manager)

Investment Process Review, Integration & Validation

Providing 360-degree framework through the incorporation of statistical (returns), fundamental (holdings) and behavioural (trades) across financial and extra-financial dimensions to validate your decision frameworks.

Fund Strategy Positioning & Competitive Benchmarking

Unpacking the sources of your active and competitive advantages using an evidence-based framework. This service encompasses equities, fixed income, real assets and multi-assets.

Industry Research & Intelligence

Presenting unique insights on Australian and global fund industry using qualitative and quantitative analytical tools, demand-supply factors, trends, risks and opportunities.

Our Story

Foresight’s evidenced based, 360-degree framework optimally harnesses the power of forensic assessment and unbiased human insight to deliver market leading decision insights, advice and direction to its myriad of clients on complex problems, opaque products and interconnected economies and markets.

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 solved numerous problems and built a portfolio of high-quality clients on the basis of trust and service with integrity.

Our Partners