van Eyk launches upgrade to iRate
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.
Recommended for you
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months.
Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change.
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.
