Using its innovative evidence-based framework, we provide a range of analytical, predictive and due diligence solutions to leading investment management companies, superannuation funds and wealth groups.

Fiduciary Services

Investment-Process-2 Services

Diligence Ratings and Research

We bring together our data-driven forensic capabilities and qualitative research experience to provide a range of diligence solutions. These include:

  • Investment Diligence,
  • ESG Diligence,
  • OPS Diligence, and
  • Risk Diligence

    We provide these solutions across most major asset classes.

    Our diligence framework is underpinned by a wide range of risk factors that are predictive of investor outcomes.

  • 1-2 Services

    Asset Consulting & Manager Search

    We work with wholesale and institutional investors to develop, implement and manage their investment portfolios.

    As a Sydney-based firm, we service clients across the major cities and regional Australia.

    Our asset consulting services include portfolio goal setting, strategic and tactical asset allocation, recommending implementation options and ongoing support.

    We also provide bespoke and custom manager search solutions across most traditional and alternative asset classes.

    Untitled-design-6 Services

    ESG/Sustainability Analytics & Ratings

    We adopt quality and risk-based frameworks 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).

  • 2 Services

    Data Analytics & Modelling

    We provide 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 provide multi-asset portfolio stress testing using cutting-edge technology and comprehensive datasets underpinned by proprietory, public and private sources.

    Fund Services

    Fund-Strategy-2 Services

    Strategy Positioning & Competitive Benchmarking

    Using unique combination of strategy, market, peer group datasets we unpack the sources of your active and competitive advantages. Using an Evidence-Based Framework we access if your strategy is generating skill based alpha, is true to label and is repeatable. We provide this service across a range of asset classes such as equities, fixed income, real assets and multi-assets.

    Investment-Process Services

    Strategic Review and Validation of Investment Processes

    We use statistical, fundamental and behavioural data analytics to advise clients on their investment process implementation, decision-making efficiencies and investment style consistency.
    We validate manager active and competitive advantages using benchmark and peer relative analysis.