Filtered Research Centre

• FRC is an AIOFP member owned service that has facilitated the expertise of 4 Investment specialists to deliver research and product service to members.

• AIOFP has been critical of the widespread industry practice of product manufacturers paying research houses to rate their products. This profoundly conflicted practice has been a major contributor to the $29 billion of failed or frozen funds since 2006 where all products had a positive rating from at least one conflicted research source.

• FRC’s objective is to deliver a cost effective professional service to members using global player’s Mercer and Morgan Stanley Smith Barney for managed funds and ASX products respectively. They are complemented by local entities JB Were and McGregor Asset Consulting.

• The FRC constructs a concentrated Approved Product List which is under constant review by an independent asset consultant. The APL includes updated performance and asset allocation data to allow you to make informed decisions on behalf of your clients and assists you in your Compliance requirements. Furthermore, the FRC also constructs model portfolios for your use including performance benchmarking.

• The FRC website is built on Mercer’s website which includes the following content:

1. Profiles of Exchange Traded Funds (ETF), Listed Investment Companies (LIC) & Managed Funds including the quarterly report of well rated funds
2. Monthly newsletter with performance benchmarking and reviews of topical subjects
3. Email alerts of research changes to the Managed Funds in your model portfolios
4. A Quant tool to review the intricate details of your clients investments and portfolios
5. Super Comparator tool to allow you to compare superannuation funds for a Statement of Advice.
6. Historical library of research papers
7. The FRC provides integrated ETF, LIC and Managed fund profiles within Coin and Xplan’s software for ease of templating your Statements of Advice and review reports.

To find out more and view the FRC information brochure click here

Contact AIOFP if you would like more information about a subscription to the Filtered Research Centre.