Cross-asset research, written by people who have to act on it.
Daily through quarterly research across macro, Australian and global equities, hybrids, managed funds and ETFs, with more published as the opportunity set changes. The same programme sets the positions in our own portfolios, so every view here is one we have had to act on. $300 + GST per adviser per month, for the whole suite.
The cadence, in full.
Some work has to arrive before the market opens. Some questions take a quarter. The programme runs from daily market work through weekly valuations to quarterly macro, with company, fund and thematic research published when the facts warrant it. All of it agreed with you up front and met.
Three parts of one programme.
Macro, bottom-up research and asset allocation are run by the same three people. A view in one part of a portfolio has to make sense alongside the risk being taken everywhere else, which is harder than producing the three separately and stapling them together.
Models and macro
More than 80 macro indicators across the US, Europe and Asia-Pacific, covering policy, growth, funding, liquidity and pricing. Live models frame the ranges and the risk, then translate into positioning and timing.
Equities and manager research
Institutional-quality company work across Australia and globally, focused on drivers, balance sheets, valuation, catalysts and risks. Alongside it, independent due diligence on managed funds and ETFs covering style, process, risk controls and fit.
Cross-asset allocation
The layer that connects equities, credit, property, funds, ETFs and hybrids. Every idea is tested against the next best way of taking the same risk somewhere else in the portfolio.
The screen
Around 2,700 stocks across 47 markets are screened through a twenty-indicator framework spanning business quality, balance sheet integrity and governance. A name clears the screen before it gets deep-dive coverage, which is why the coverage list is shorter than it could be.
The stack
Bloomberg for pricing and portfolio management, FactSet for fundamentals, Haver Analytics for macroeconomic time series, BCA Research for macro strategy, and Alpine for Australian market data. The same information backbone a much larger institution would maintain.
The network
Company meetings, manager meetings, site visits, industry specialists, international research trips and investment conferences. We talk to a wide range of market participants to understand flows, sentiment and where risk is building. None of them get a vote on what we publish.
Six areas of coverage.
Coverage follows the opportunity set rather than an index quota. We don't research what we wouldn't be prepared to back with actual investment, and every covered name gets revisited at least twice a year and again whenever the facts change. The agenda is dynamic, so names move in and out as the case for spending time on them does.
Macro
A structured programme across the US, Europe and Asia-Pacific, rebuilt over a decade to track what actually moves outcomes rather than what is easiest to measure.
Equities, Australia and global
Between 120 and 150 Australian companies and 30 to 50 global companies under coverage at any one time, across sectors and market caps.
Hybrids and listed credit
Weekly valuation work across the ASX-listed hybrid market, with pricing context across Australian government bonds and listed credit, and market developments as they happen.
ETFs
More than 200 screened each month. Structure, liquidity, tracking, cost, and whether the thing is fit for the purpose you have in mind.
Managed funds
More than 200 screened, with 60 to 90 under deep coverage at any one time, supported by an annual meeting and due diligence programme.
Themes and executive notes
Longer research on structural change, plus notes from company, manager and expert meetings. What was said, what it means, and what to watch from here.
Conflict-aware by structure, not by disclaimer.
No manager pays us for coverage. No client trade earns us a cent.
We run one business. No investment banking, no corporate advisory, no capital raising, no market making, no paid product ratings. There is no corporate finance relationship to disclose at the bottom of a note because there is no corporate finance business.
Our research supports our own equity and multi-asset mandates. It is written from a portfolio manager's seat and judged on outcomes, which is a harder test than being judged on whether it read well. We operate under an Australian Financial Services Licence with documented policies for conflicts, research independence, best execution, privacy and complaints. Production and updates are recorded with a clear audit trail.The managers hold their own capital in the strategies the research supports. If the work is wrong, we lose money at the same time you do.
How it arrives, and what it costs.
Email when speed matters, portal for the library
Morning and intraday work arrives by email. The longer reports and the full research library sit in a permissioned client portal. We can hold a standing call around your investment cycle, and we take specific research requests where you need a view on something in particular.
Seat-based or firm-wide under your AFSL
$300 + GST per adviser per month for the whole suite. One tier, no premium module sitting behind a second price, and nothing held back for a higher plan. Everything is authored, dated and version-controlled, so the history of a view is retrievable rather than reconstructed from an inbox.
Where the research fits.
More than 100 adviser groups and professional investors across five states, alongside institutions, family offices and platforms. The research enters each investment process at a different point.
Advisers and AFSLs
Research for portfolio construction, product due diligence and client conversations. We sit the external manager meetings, write the work up, and hand you a view that can go straight into your own process.
Institutions
Independent research alongside an internal team, particularly where a second view on allocation, securities, funds or market assumptions is worth having before a decision goes to committee.
Family offices and committees
Work that can go into a meeting pack as it stands, with direct access to the investment manager who wrote it when the committee wants to push back on the view.
Brokers and platforms
Independent market and investment research on a cadence that fits an existing professional workflow. No house view attached to any of it.
Before you licence it.
What does the free month include?
What happens at the end of the month?
Do you give recommendations, or just analysis?
Are you independent? Do you receive fees from managers?
How are fees structured?
Who can use the research under our licence?
Can you tailor coverage or take specific requests?
How often is a covered company revisited?
What formats do you publish in?
How do you source the work?
Do you provide focus lists?
Will you brief our investment committee directly?
How do you handle confidential or market-sensitive information?
How quickly can we start?
What we think, see, hear, and publish elsewhere.
Eleven Months of Risk Reports on One Profitable Client
One prime brokerage left an unusually detailed internal record: limits, stress tests, margin calculations, and the decisions made as a concentrated client's exposure kept growing.
The Paycheque That Buys the Market
The superannuation contribution file arrives overnight and looks more like plumbing than finance. It is also the steadiest bid in Australian equities, and it is about to change shape.
Where the Liquidity Promise Is Actually Written
Private credit funds describe redemption terms in marketing language and in constituent documents. The two do not always agree, and only one of them binds.
See it as clients see it.
Take a free month on the live service and judge the cadence, the depth and whether it earns a place in your process. Nothing is held back and nothing is a sample. If it isn't the right fit, you'll know from the work rather than from a presentation about the work.