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Research

Investment Research and Recommended Product List (APL)

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APSEC Compliance provides access to investment research on each product on APSEC Compliance's Recommended Product List (RPL). The investment research tem is experienced in an array of product solutions and works to ensure APSEC Compliance's RPL offers you the choice, quality and flexibility you need to provide quality advice to your clients. You are able to access quality fund managers with complimentary investment styles as well as margin lending facilities, alternative assets classes, ethical funds and more.

An extensive list of products

APSEC Compliance's established and extensive RPL includes more than 300 products and 40 fund managers.

We also consider risk management to be a vital part of the financial advice process. To ensure that a suitable product is available to match your requirements, our strategy and research team has conducted research on the major life companies specialisng in risk insurance. The risk section of the RPL includes more than 70 products from 10 major life insurance companies. The RPL is updated on a monthly basis, with only those fund managers and life companies who meet our extensive quantitative an d qualitative research criteria being included.

To find out more details about APSEC Compliance’s RPL and investment research processes,
contact our office on 02 8356 9356.

APSEC Compliance allows you to concentrate on building your business by delivering the complete support and service you need.



Investment research and market commentaries

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Investment research creates a framework for the investment decisions you make on behalf of your clients. This includes the strategic asset allocation decision, the active versus passive decision, creation of model portfolios and examining the current and future investment environment. A comprehensive library of investment research related documents are also available on the adviser website. These include monthly product profiles, quarterly fund reports, monthly portfolio analysis and market comments and discussion papers on mainstream and alternative investment concepts.




© APSEC Compliance & Administration Australian Financial Services Licensee (345 443) 2011