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
Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternative framework to the “licensed and self-licensed” model.
The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Management bidding to take over its investment management.
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies.
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.