We are an investment solutions business specialising in managed funds research and portfolio consulting services to help financial advisers achieve the financial goals of their clients and improve the financial wellbeing of investors. Our established research team has more than 150 years of collective financial markets experience. Each year we host over 850 fund manager meetings as we research some 4,000 funds to help advisers make sense of the ever-changing investment universe. Our consulting team leverages the market insights from our in-house research team to provide high quality and tailored portfolio solutions to advisers. Our suite of managed account portfolios provides stronger compliance, greater transparency and portfolio management efficiencies that benefit both advisers and their clients. In addition to our public-menu managed account portfolios, we partner with advisers to understand their requirements to build tailored managed accounts on their behalf.