Established research houses still dominate

The well-established incumbent research houses such as Morningstar, Lonsec and Zenith dominate the investment research space, according to new research released by platform provider, Netwealth.


A new Netwealth whitepaper, released this month has described Morningstar, Lonsec and Zenith with usage rates among advisers of 65 per cent, 44 per cent and 24 per cent respectively, represent the technology leaders when it comes to investment research, portfolio analysis and selection.

Related News:

“However, for businesses whose client bases have larger account balances ($500,000+), the less traditional investment research technologies are gaining some more traction,” it said.

The whitepaper suggested that new entrants faced a challenge in gaining a foothold, pointing to the fact that “emerging players with novel approaches to investment analysis and research, like TipRanks, SelfWealth, Fincast and Macrovue are yet to achieve much adoption to date”.

Related Content

JPMorgan fund earns ‘recommended’ rating from Lonsec

Lonsec has upgraded the JPMorgan Global Strategic Bond Fund to a ‘recommended’ rating after the fund’s latest annual review.The research house p...more

Lonsec’s Gillespie moves to Perpetual

Lonsec has lost a key executive to Perpetual with the departure of Amanda Gillespie.Perpetual announced today that Gillespie had been appointed as gen...more

Lonsec retains momentum

After regaining the top spot in the first part of Money Management's 2017 Rate the Raters survey this year, Lonsec has again emerged as a clear winner...more



Add new comment