van Eyk launches upgrade to iRate

van-eyk/fund-manager/chief-executive/

15 November 2012
| By Staff |
image
image
expand image

Investment research house van Eyk has launched a new product - a tactical asset allocation tool for advisers as part of the release of the latest version of its online portal iRate offering.

Van Eyk describes iRate as the online portal for the company's clients to access its fund manager and shares research, portfolio constructions tools and model portfolios, and says the latest iteration, Version 4.0, has introduced a number of improvements, including major enhancements to the portfolio construction tool.

It said the Interactive Tactical Allocation Model (ITAM) assists advisers in making tactical asset allocation decisions and allows them to easily build investment portfolios that take account of changes in markets and the economic outlook.

Commenting on the launch, van Eyk chief executive Mark Thomas said the new tool reflected the company's strategic outlook, which recognised the importance of active investment management within a long-term strategic asset allocation.

"Investors should expect ongoing market volatility, given the global debt burden and extreme monetary policies, and cannot rely solely on market trends to deliver superior returns," he said.

"While we still think strategic asset allocation is very important, we also stress the importance of taking advantage of the shorter-term opportunities that a volatile market is going to present."

Thomas said the release of iRate 4.0 was the first milestone in a major development program, which would culminate in the release of iRate 5.0 in the first quarter of next year.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

TOP PERFORMING FUNDS