Investment Research

Wealth and Investments

Investment Research

Our team of 140 dedicated researchers review and rate 6,000 fund managers around the globe across 67 asset classes. These thousands of reports, manager meetings and manager ratings combine to create our Global Investment Management Database (GIMD), a world leading resource for in-house investment teams.

Creating an Edge for our Clients

The fund manager rating process uses a four factor model to assess the likelihood of a fund manager outperforming their benchmark.  Since the inception of our ratings, the ‘A’ rated managers have consistently managed to beat their benchmarks giving our clients an advantage.

Global Coverage

We have people on the ground globally conducting the research, including a team here in New Zealand. This provides our GIMD subscribers with a truly global insight covering the widest range of investments from bonds and shares to infrastructure, property and hedge funds.  

Contact Us



  • Russell Garrett
    Head of Institutional Wealth, NZ
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  • Rhys Weyburne
    Head of Business Development, NZ
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