Research

Our Research Team provides updates so that you can keep abreast of the latest developments in global markets.

Research Desk

The Research Team's market commentaries are regularly sought after by the local media such as Channel NewsAsia, The Business Times and Lianhe Zaobao. Team members based in Hong Kong also appear regularly on Hong Kong's media, including iMoney, Ming Pao and ETNET.

With our team of analysts located in Singapore, Hong Kong, Malaysia and India, we are in a position to provide timely analysis of financial markets and economic developments. These views are captured in regular market reports and updates, available on our website. The Research Team also presents market views in the Monthly Morning Meeting, held every first Tuesday of the month.

Aside from financial markets analysis, the Research Team also provides analysis and recommendation of unit trusts. New funds and fund managers have to pass our stringent due diligence process before they are placed on the platform.

The funds on our platform are assessed on a regular basis to be placed on the Recommended Funds list. The views on financial markets and funds selection are reflected in the Essential Series Portfolio which the Research Team updates on a monthly basis.

Fund Selector and Chart Centre

While access to a wide range of funds is imperative for the wealth adviser, a large fund range can possibly be counter-productive if there are no tools available to assist in fund selection.

We provide several resources and tools to counter this much welcomed "problem" of having "too many" funds.

Apart from the research support, you will also have access to an intuitive online fund selector to help narrow down a select list of funds to analyze and compare.

Filtering tools help you to get to the specific funds quickly, and provides detail information that includes fund returns, 3-yr Risk Return Ratio and Sharpe Ratio, fund factsheets, product highlight sheets. Recent enhancements to the Fund Selector tool include displaying additional fund information (e.g. fund size, management fee) as well as dividend information (e.g. dividend payout, frequency).

From the Fund Selector, you can then choose to chart selected funds for a graphical comparison which you can present to your clients.

Recommended Fund List

The Recommended Funds list comprises of funds that are the best amongst their peer groups - as reviewed, analysed and recommended by our Research Team.

Detailed explanations on the basis of the recommendations are also provided for your benefit.

The Recommended Funds list is released on an annual basis and updated regularly when the need arises.

Essential Series Portfolios

The Essential Portfolios are model portfolios created and maintained by our iFAST Research Team.

There are five asset allocation strategy models to suit clients' risk profiles ranging from Conservative to Aggressive.

You can choose to track the movement of any of the portfolios by triggering an automated email notification system which will deliver email updates to you whenever there are changes made to the selected portfolio.

These portfolios are rebalanced on a monthly basis.