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Testimonials
What are Financial Planners saying about Upper Quartile?
Financial planners who use Upper Quartile are happy to give strong testimonials, that endorse its robust processes.
Ian Allsopp - Professional Investment Services - West Perth
I am an industry participant with more than 30 years experience and when speaking with a wide range of other planners in relation to our mutual experience and industry / client focus, a common problem is receiving and monitoring research.
If you have ever taken the time to extract ratings from a cross section of researchers, it is surprising how different the ratings can be and all have very good "stories" to tell to justify those ratings ? so how do you differentiate and make the final choice?
I have known Lesley Dewar personally for approximately 6 years and known of her (as a financial planner) for another 6. She has developed the Upper Quartile process over many years and used it religiously for about 5 years. Through our occasional chats about what and how we were striving to solve our common research dilemmas, I became interested in her process and have now been purchasing the Upper Quartile research for 18 Months.
Do I rely on it totally? No, I do not as it is largely a mechanism for monitoring investment performance and sector trends. However, I am finding, more and more, that when used in conjunction with the research providers, Upper Quartile provides the final deciding factors when looking at what to include or retain within portfolios. Once familiar with its process and table format, it is a quick and easy tool that is updated MONTHLY. It saves me time and adds value to my clients.
Ian Allsopp AFPA (Snr) Dip FP - Perth WA (Sept 04)
Marc Butler - Professional Investment Services - Bentley WA
Upper Quartile provides us with quantitative information that assists us to construct & rebalance/review our client?s portfolios in a fast and efficient manner.
It also helps us to illustrate how we add value for our clients through achieving greater returns and by showing them the ?Process? we apply in portfolio construction.
It offers great time saving benefits for our business and extra value for our clients. SW Financial Planning subscribes to numerous investment research packages but we find Upper Quartile to be one of our most valued.
Marc Butler -SW Financial Planning - Bentley WA (Sept 04)
Trent Sanfead - Professional Investment Services - Midland WA
"The client had decided his investments were fine where they were. What could a financial planner really offer him? We charge for doing nothing! I knew I had lost the client as he drifted off while I explained risk vs return and diversification, he had heard it all before. He couldn't wait to get out of my office.
I pulled out my copy of the Upper Quartile report and the client went silent. He hadn't seen this before. 10 minutes later he was giving me a list of other people he also wanted me to talk to."
Trent Sanfead, Authorised Representative,
Professional Investment Services Pty Ltd (Aug 03)
Lesley Dewar - Professional Investment Services - Midland WA
As a financial planner with more than twenty years experience and a large client base of investors, conducting practical and effective reviews of an existing investment portfolio was both a time consuming and very unsatisfactory task. There was no easy way to get both current and historical investment data in the same format and, because there was nothing else available, I created a unique process called "Upper Quartile Time Saving Funds Analysis", which for the past six years has proven to bring outstanding results to investment portfolios.
The strength and integrity of Upper Quartile Time Saving Funds Analysis is the depth and consistency of its database (more than 1100 funds each month). With its unique style of comparison and rankings, Upper Quartile users take a minimum four to six month view on any fund under review, as well as comparing the longer term results (1, 2, 3 and 5 years). The research encourages me to take an objective view of short-term results, which can distort investment reporting and we do not churn clients? funds, chasing short term performance.
The graphing tool available through the website helps me identify trend lines in the performance of individual funds and their market sectors, when reviewing the underlying asset mix of a portfolio. The Upper Quartile research report ?Positive Outcomes from Investing in Managed Funds? proves the upper quartile active management approach (?adding alpha?) helps advisers create better results for their clients.
We have witnessed this consistently in our clients? portfolios, since late 1999 until the present time.
Lesley Dewar, C.D., Dip Fp, SIA (Cert), FPA (Affl) ? Professional Investment Services ? Midland WA (Jun 2004)
What are your favourite Fund Managers saying about Upper Quartile?
Leading fund managers see the value of Upper Quartile in helping advisers give their clients pro-active service.
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