News & Media
Press Release | Foresight Analytics reaffirms ‘Superior’ ratings of three Metrics Credit Partner funds
Press Release Sydney, 2nd August 2022 – Foresight Analytics reaffirms 'Superior' ratings of three Metrics Credit Partner funds Foresight Analytics & Ratings has recently completed a ratings assessment of three MCP Funds – the Metrics Income Opportunities...
Press Release | Foresight Analytics assigns ‘STRONG’ Operational Due Diligence (ODD) Rating to Payton Capital.
Press Release Sydney, 24th June 2022– FORESIGHT ASSIGNS ‘STRONG’ OPERATIONAL DUE DILIGENCE (ODD) RATING TO PAYTON CAPITAL. Foresight Analytics has assigned a ‘STRONG’ Operational Due Diligence (ODD) Rating to Melbourne-based Payton Capital Limited. Payton...
Press Release | Foresight Analytics Rates Payton Select Investment and Payton Pooled Investment Funds as STRONG
Press Release Sydney, June 17 2022 - Foresight Analytics Rates Payton Select Investment and Pooled Investment Funds as 'STRONG' Foresight Analytics has recently completed a rating assessment of the Payton Select Investment Fund (PSIF) and the Payton Pooled Investment...
Industry Moves | Fund managers move away from retail products
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, 27 April 2022 – Foresight Analytics assigns STRONG rating to Arrow Australian Emerging Opportunities Fund
Press Release Foresight Analytics has completed a ratings assessment of the Arrow Australian Emerging Opportunities Fund. The Fund has been assigned a STRONG rating and a Foresight Product Complexity Indicator of RELATIVELY SIMPLE. The Arrow Australian Emerging...
Press Release | Foresight Analytics reaffirms MaxCap CRE Debt Fund 3 Investment Rating
Press Release Sydney, 29 March 2022 – Foresight Analytics reaffirms MaxCap CRE Debt Fund 3 Investment Rating Foresight Analytics has completed a ratings assessment of the MaxCap CRE Debt Fund 3 (the Fund) and has reaffirmed an investment rating of SUPERIOR. The Fund...
Press Release | Foresight Analytics Reaffirms Society One Personal Loan Trust Rating
Press Release Sydney, 28 March 2022 – Foresight Analytics reaffirms Society One Personal Loan Trust as Very Strong Foresight Analytics has completed a rating assessment of SocietyOne Personal Loans Trust (the Trust) and has reassigned an investment rating of...
Press Release | Foresight Analytics reaffirms its investment ratings of AURA High Yield SME Fund
Press Release Sydney, 22 March 2022 – Foresight Analytics reaffirms its investment ratings of AURA High Yield SME Fund Foresight Analytics has completed a ratings assessment of Aura High Yield SME Fund (the Fund). The Aura High Yield SME Fund has been assigned...
Press Release | MaxCap Operational Due Diligence (ODD) rating UPGRADED from ‘VERY STRONG’ to ‘SUPERIOR.’
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 | Bendigo Income Generation Fund assigned initial Investment Rating of ‘VERY STRONG’ and Product Complexity Rating of ‘RELATIVELY SIMPLE.’
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 | La Trobe Financial Asset Management Ltd’s Operational Due Diligence Rating affirmed as ‘Superior’.
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 | Foresight Analytics rates MaxCap First Mortgage Construction Fund
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 | Foresight Analytics rates two Trilogy Funds Management Strategies
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...
AP News | Foresight Analytics Partners With DiligenceVault to Drive Investment Insights
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,...
Digital Journal | Foresight Analytics Partners With DiligenceVault to Drive Investment Insights
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,...
Newswire | Foresight Analytics Partners With DiligenceVault to Drive Investment Insights
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 Release | Foresight Analytics rates two Alexander Funds Management Strategies
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 Release | Foresight Analytics rates Blackmore Capital Blended Australian Equities Strategy
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 Release | Foresight Analytics rates Altive Access Fund
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...
Foresight Analytics Partners With DiligenceVault to Drive Investment Insights
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 Release | Foresight Analytics signs UN-supported Principles for Responsible Investment
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 Release | Foresight Analytics rates three Metrics Credit Partners Trusts
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 Release | Foresight Analytics assigns SUPERIOR rating to Sandhurst Strategic Income Fund
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 Release | Foresight Analytics assigns SUPERIOR rating to Coolabah Active Composite Bond Fund
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 Release | Foresight Analytics rates three Coolabah Capital Investment Funds
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...
Adviser Voice | Australian Ratings announces sale of investment ratings division to Foresight Analytics
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...
Institutional Asset Manager | Style Analytics partners with Foresight Analytics to deliver market-leading decision insights
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...
Financial Standard | Foresight Analytics acquires research firm
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...
Press Release | Foresight Analytics Acquires Australia Ratings Analytics to build market share
Press ReleaseSydney, 14 March 2021– Foresight Analytics, an independent provider of data analytics, investment diligence and advisory solutions firm has acquired Melbourne-based Australia Ratings Analytics Pty Ltd (ARA) from Australia Ratings Group to build its market...
Press Release | Foresight Analytics partners with Style Analytics to deliver market-leading decision insights
Foresight Analytics, an independent provider of investment diligence, data analytics, and advisory services announces that is has partnered with Style Analytics, a factor analysis firm based in London and Boston, now a part of Investment Metrics. Style Analytics...
Investor Daily | Momentum delivers, but few fund managers are buying
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...
The Sydney Morning Herald | Market titans outperform fast-growing stock minnows
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...
Financial Review | Why large caps are the preferred stocks in Australia
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...
Investor Daily | Large caps outperform small caps over long-term
An analysis of the performance of factors in the Australian share market reveals some very valuable insights for equity investors. One of the most interesting findings is that large capitalisation stocks have beaten small caps over all time periods except the past 12...
FirstLinks | Australian large caps outperform small caps over long term
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...
LiveWire | Australian Equity Factor Performance During Stressed Markets
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...
The Australian | Forget the conventional wisdom: large caps beat small caps in Australia
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....
LiveWire | Gold & AREITs top the cross-asset performance tables
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...
LiveWire | Continued AUD weakness delivers strong and positive currency effects for unhedged investors
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)...
LiveWire | Why investors should use active managers for Emerging Market equity
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,...
LiveWire | 5 key themes for Global Markets
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...
Industry Moves | “Invest in yourself”: Q&A with Jay Kumar of Foresight Analytics
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...
IndustryMoves | Jay Kumar launches Foresight Analytics
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.