News & Media

Founding director and chief analyst of Foresight Analytics Jay Kumar has noticed two key developments when it comes to investment products over the past 12 months. The first trend is a focus on wholesale products by fund managers and product issuers, as retail...

Press Release  Sydney, 2 February 2022 – MAXCAP OPERATIONAL DUE DILIGENCE (ODD) RATING UPGRADED FROM ‘VERY STRONG’ TO ‘SUPERIOR.’   Foresight Analytics has upgraded its Operational Due Diligence Rating (ODD) for MaxCap Group Pty Ltd (MaxCap) from ‘Very Strong’ to...

Press Release  Sydney, 31 January 2022 – Bendigo Income Generation Fund assigned initial Investment Rating of ‘VERY STRONG’ and Product Complexity Rating of ‘RELATIVELY SIMPLE.’   Foresight Analytics has completed a rating assessment of the Bendigo Income...

Press Release  Sydney, 24 January 2022 – La Trobe Financial Asset Management Ltd’s Operational Due Diligence Rating Affirmed As ‘Superior’.   Foresight Analytics has reviewed and affirmed its Operational Due Diligence Rating (ODD Rating) of La Trobe Financial...

Press Release  Sydney, 11 January 2022 – Foresight Analytics rates MaxCap First Mortgage Construction Fund   Foresight Analytics has completed a ratings assessment of the MaxCap First Mortgage Construction Fund (MFMC, the Fund) and has assigned an investment...

Press Release  Sydney, 21 December 2021 – Foresight Analytics rates two Trilogy Funds Management Strategies Foresight Analytics has completed a ratings assessment of two funds managed by Trilogy Funds Management; the Trilogy Monthly Income Trust (TMIT) and Trilogy...

DiligenceVault, a digital-first, due diligence technology platform for asset owners, allocators, service providers and fund managers, today announced its partnership with Foresight Analytics, a Sydney-based independent provider of investment diligence, data analytics,...

DiligenceVault, a digital-first, due diligence technology platform for asset owners, allocators, service providers and fund managers, today announced its partnership with Foresight Analytics, a Sydney-based independent provider of investment diligence, data analytics,...

DiligenceVault, a digital-first, due diligence technology platform for asset owners, allocators, service providers and fund managers, today announced its partnership with Foresight Analytics, a Sydney-based independent provider of investment diligence, data analytics,...

Press ReleaseSydney, 10 December 2021 – Foresight Analytics rates two Alexander Funds Management Funds Foresight Analytics has completed a ratings assessment of two funds managed by Alexander Funds Management (Alexander Funds); the Alexander Credit Opportunities Fund...

Press ReleaseSydney, 14 December 2021 – Foresight Analytics assigns STRONG rating to Blackmore Capital Blended Australian Equities Strategy Foresight Analytics has completed a ratings assessment of the Blackmore Capital Blended Australian Equities Portfolio (the...

Press ReleaseSydney, 10 December 2021 – Foresight Analytics rates Altive Access Fund Foresight Analytics has completed a ratings assessment of Altive Access Fund (the Fund), which is managed by Altive Limited (Altive) and Carlyle Global Credit Investment Management...

Press ReleaseLeading investment analytics provider selects DiligenceVault’s platform to strengthen its due diligence capabilities Sydney(December 9th, 2021) Foresight Analytics, an independent provider of investment diligence, data analytics, and advisory services...

Press ReleaseSydney, 26 October 2021 – Foresight Analytics signs UN-supported Principles for Responsible Investment Foresight Analytics has become a signatory to the Principles for Responsible Investment supported by the UN (PRI). This move underscores the firm’s...

Press ReleaseSydney, 13 October 2021 – Foresight Analytics rates three Metrics Credit Partners Trusts Foresight Analytics has completed a ratings assessment of three funds managed by Metrics Credit Partners (Metrics), the Metrics Master Income Trust (MXT), the Metrics...

Press ReleaseSydney, 8 September 2021 – Sandhurst Strategic Income Fund assigned SUPERIOR rating Foresight Analytics has completed a ratings assessment of Sandhurst Trustees Ltd’s fund, the Sandhurst Strategic Income Fund (the Fund). The Fund has maintained its...

Press ReleaseSydney, 20 July 2021 – Foresight Analytics assigns SUPERIOR rating to Coolabah Active Composite Bond Fund. Foresight Analytics has completed a ratings assessment of Coolabah Capital Investments (Retail) Pty Limited’s fund, the Coolabah Active Composite...

Press ReleaseSydney, 28 May 2021 – Foresight Analytics rates three Coolabah Capital Investments Funds Foresight Analytics has completed a ratings assessment of Coolabah Capital Investments (Retail) Pty Limited’s three funds; the Smarter Money Higher Income Fund, the...

ARA was a division of Australia Ratings that assigned investment ratings to managed funds, separately managed accounts (SMAs) and insurance bonds. The investment ratings staff of ARA have transitioned to Foresight and the investment rating service will continue to...

Style Analytics, a London and Boston based factor analysis firm that is now a part of Investment Metrics, has partnered with Australian-based asset consultant and research advisory firm, Foresight Analytics, to deliver decision insights, advice and direction to its...

The independent data analytics group has acquired the analytics arm of an independent rating and research firm as it works to build out its market share. Foresight Analytics acquired investment research and operational capability ratings business Australia Ratings...

While momentum has been the highest returning factor in the Australian share market over recent years, many Australian equity managers have a strong anti-momentum bias, which has undermined their performance for several years running. Research we’ve recently conducted...

Large-capitalisation Australian stocks have beaten the performance of small caps over all time periods – except for the past 12 months. Analysis of the performance of factors in the Australian share market carried out exclusively for Money reveals that over...

An analysis of the performance of the Australian share market reveals that returns on large companies have beaten small caps over most time periods, contrary to popular belief that small cap returns are best, though investors should maintain some exposure to small...

An analysis of the performance of factors in the Australian share market reveals some valuable insights for equity investors. Contrary to conventional wisdom, large capitalisation stocks have consistently beaten small-cap companies. While most investor portfolios have...

Foresight factor premium analysis focuses on the returns that are attached to generally accepted, systematic drivers of stock returns and risk: Market, Small-Large, Value-Growth, Momentum, Asset Growth and Quality. These factors are well backed and vetted by leading...

It may surprise investors to hear that large capitalisation stocks have beaten small caps over all periods except the past 12 months, contrary to the conventional wisdom that small cap returns beat larger companies. There are several factors that drive share returns....

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the performance of various asset classes in the last Financial Year. Central Bank policy pivot was the single largest factor in our opinion that defined the cross-sectional variation of...

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the outperformance of domestic assets despite losses in global equity markets and rising uncertainty around the global economic outlook. Gold, bond assets and bond proxies (AREIT/GREIT)...

Key insights Global emerging markets have provided very strong returns for long term investors. However, investors have to be prepared to accept higher volatility over shorter periods of 3 years and less. Significant performance dispersions across regions, countries,...

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in AUD terms. Weaker AUD boosted returns for investors with offshore unhedged investments. Many risk...

Nearly two years ago Jay Kumar harnessed his "life-long personal values, corporate and investment experiences" to launch Foresight Analytics, a quant-based analytics, research and advisory firm. He tells Industry Moves about some of the joys, lessons and challenges...

Jay Kumar has launched Foresight Analytics (Foresight), a boutique service providing investment analytics, research & advisory solutions to the global institutional investment community. To read more, please click here.