Van Eyk lifts research

van eyk van eyk research dealer group advisers credit suisse

15 June 2001
| By Jason |

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."

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago

TOP PERFORMING FUNDS