We base both our high level strategic investment advice as well as specific investment recommendations on quality research from reputable Australasian and international research houses. We believe that use of quality research to make investment decisions significantly improves investment returns.

We primarily use the research capabilities of Goldman Sachs. Their research covers global economics, strategy and quantitative research as well as research on specific equities and bonds from New Zealand, Australia and around the world. Outside of the Goldman Sachs research we have access to a number of other reputable research houses for another view on markets or a specific investment.

We also have access to JBWere Investment Strategy Group (JBWere ISG) which provides mainly strategic investment advice for New Zealand investors such as strategic and tactical asset allocations, model portfolios, market commentary, review of certain managed funds or review of a specific investment vehicle.

For fixed interest investors we have access to JBWere’s fixed interest department which provides access to information on New Zealand, Australian and United States of America fixed interest markets, including government bonds, company debt, bank bills and other quality high-yielding investments.

Points to note about research:

  • It should be noted that the recommendations in the research may change and such changes may be the basis of any change in our recommendation to you.
  • We are not obliged to let you know when a research view changes.
  • While for the most part both strategic and investment specific recommendations will be based on this research, where they are not we will ensure that you are aware that they are not, and provide you with an alternative to the basis of those recommendations.
  • Research is always available upon request if not provided at the time of the recommendation.