Support for Financial Advisers

Subscribers receive regular, electronic delivery of up-to-date market analysis in Adobe Acrobat®, which is quick and easy to search. Detailed support documents (User's Guide and Upper Quartile Legend) make it easy to quickly develop a standard portfolio review process that allows Financial Planners to spend much more time with their clients, building long term relationships and referral networks.

Out-sourcing to assist compliance managers

Australian Financial Services License holders can outsource part of their adviser support yet allow them to meet the needs of different clients. With Upper Quartile, compliance becomes part of the working tools of the financial planner, in a cost effective and profitable working environment.

Saving time and money

A practicing Financial Planner with more than twenty years' experience developed Upper Quartile Time Saving Funds Analysis as part of a review and fund selection process. With Upper Quartile, less time is spent reviewing individual portfolios, because the primary research and monthly report is concentrated on the funds, allowing the planner much more time to work with clients.

Request a free sample report, using the form on this page.

Understanding 'opportunity cost'

Advisers will be able to make quicker, more informed decisions about an investment fund and take steps to improve investment results They can easily address the concept of the 'opportunity cost' of staying in an investment fund that is falling in value, rather than moving to one of rising value or a different asset type.

When shown the Upper Quartile process, clients respond to portfolio adjustments promptly and with confidence in their adviser. Subscribers can educate their clients about the opportunity costs of staying too long with one fund, when the economic clock signals alternative action. Full colour coded reporting makes it easy for the adviser to explain the process to the client.

What are the results of using Upper Quartile?

By running sample portfolios to test modelling theories alongside real investment portfolios, Upper Quartile Time Saving Funds Analysis has provided an estimated out-performance factor of 3-3.5% per year, (over and above the base performance of the selected fund managers) over four years in real portfolios, from Jan 2000 to December 2003.

This is attributable directly to the disciplined methodology used when applying Upper Quartile Time Saving Funds Analysis and maintaining an agreed, defined asset allocation model through the whole investment period.

Graph 1

Please refer to the Upper Quartile report "Positive Outcomes from Managed Funds", dated 23rd February, 2004 for details of the three different management techniques and the investment assumptions used to make these comparisons. Past performance is no guarantee of future results. Click here.

Upper Quartile acknowledges that some or all of the data used to generate its reports may have been sourced from FPI Ltd and/or Morningstar.
Please refer to the Conditions of Use statements in this website regarding the use of this data.