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."
AUTHOR
Jason Spits
Recommended for you
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
