SQM Research expands adviser services



SQM Research has expanded its platform for advisers which now includes analysis of managed funds, direct equity investments and residential real estate risk profiling.
According to the company, the new platform would provide analytics on over 9,000 managed funds, ASX-listed equities and would include SQM’s existing property data and automated valuations software.
The new service would be available for advisers and other investment professionals as a subscription for $3,000, the company said.
SQM Research’s managing director, Louis Christopher, said: “Our expanded analytics platform puts SQM Research on a level playing field with its peers – with one big advantage – our service is significantly more cost effective and includes residential property research, equities data, as well as investment fund qualitative ratings, enabling advisers to give a more detailed Statement of Advice (SOA).”
Christopher also said that SQM Research’s platform would include portfolio-blending tools as part of its funds research service which would help integrate with direct equities analytics and with individual residential property risk-return profiling.
“As part of this endeavour, we will shortly begin the task of calculating the individual risk profile of every established residential dwelling in the country,” he said.
“We are also on the path to building next-generation desktop property valuation models that can take into account detailed information on new renovations, the condition of property, the type of view and even the slope of the land.
“Users will be able to receive accurate interactive valuations while inspecting properties, based on the attributes they witness during inspections.”
Recommended for you
Infrastructure assets are well-positioned to hedge against global uncertainty and can enhance the diversification of traditional portfolios with their evergreen characteristics, an investment chief believes.
Volatility in US markets means currency is becoming a critical decision factor in Australian investors’ ETF selection this year.
Clime Investment Management is overhauling the selection process for its APLs, with managing director Michael Baragwanath describing the threat of a product failure affecting clients as “pure nightmare fuel”.
Global X will expand its ETF range of exchange-traded funds next month with a low-cost Australian equity product as it chases ambitions of becoming a top issuer of ETFs in Australia.