Van Eyk lifts research
Van Eyk Research is about to roll out a set of research tools which will allow planners to construct portfolio models based on selections of various funds and managers.
Credit Suisse has already used a preliminary version of the product, called Optimiser, on its site to demonstrate how other managed funds complement Credit Suisse funds.
Van Eyk managing director Stephen van Eyk says the full version of Optimiser is still being built but is likely to be rolled out first to Associated Planners' 175 planners when it comes online next month.
"There will be two versions available, a standard and custom version. Both will allow advisers to tap into the research, but the custom version will also allow the dealer group to add or subtract information as required," van Eyk says.
Van Eyk says Optimiser will add another layer of research to complement the group's other offerings and will be constantly updated.
"It makes more sense than rating just the past performance because what is in the portfolio today is what will perform tomorrow, and we are trying to create the ability to predict the future and not relate the past."
Recommended for you
Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years.
AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement.
LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability.
Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard.