Research is our Strength
Access to quality research enables Godfrey Pembroke’s consultants to construct investment strategies designed to provide you with peace of mind and solid returns over the long-term.
The principle of diversification is central to our business and as a result we can offer you access to an extensive range of investments. These investments appear on our Authorised Investment List. Only products that have been researched and approved by the Investment Committee are placed on this list and these are regularly monitored.
Your Godfrey Pembroke consultant will construct a portfolio using this list of investments, in accordance with your financial needs.
Once you are comfortable with the overall direction of your financial plan, your Godfrey Pembroke consultant can review your progress. Regular reviews of your financial plan will ensure it is modified to reflect changes in the economy, legislation and your personal circumstances.
There are five areas of research and technical support that assist our consultants in developing your financial plan:
Asset Allocation
Direct Equities
Managed investments
Risk insurance research
Technical factors
Asset Allocation
The mix of investments, for example, shares, bonds or property in Australian and overseas markets, is referred to as asset allocation. By analysing the long-term economic and investment conditions, recommendations can be made about which mix will produce the best returns with a given level of risk.
Investment experts believe asset-allocation decisions can determine up to 90% of your portfolio’s return.
In constructing asset allocation strategies, the potential return is evaluated alongside the risk of the strategy.
We consider a range of strategies with risk levels varying from high to low. We then choose investments we believe have the best chance of achieving your financial objectives and employ careful diversification measures to reduce the risk of loss.
The result is a portfolio carefully structured to balance your need for returns and your tolerance of risk.
Godfrey Pembroke consultants work with clients to help them understand the risk-and-return trade-offs of a particular strategy.
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Direct Equities
The Direct Equities team, in partnership with Aegis Equities Research provide a market leading research service to Godfrey Pembroke’s consultants. This covers almost 300 listed investment securities which is broadly in-line with the ASX 300.
The Aegis team comprises of more than 30 full-time analysts with extensive industry experience. Aegis uses a quality, value-focussed approach and a rigorous valuation methodology free from institutional bias to form recommendations on stocks. With the internal Direct Equities Team, focusing on identifying opportunities in the market through IPOs, small-caps and constructing alternative model portfolios, your Godfrey Pembroke consultant is well resourced to help you formulate an investment portfolio of direct shares that best suit your needs.
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Managed Investments
The Managed Investments team selects funds based on interviews with portfolio managers and quantitative analysis. The universe of funds consists of existing managers and new participants within each sector. An initial screen is applied to the broader universe to exclude funds, which have a negative rating from other research houses eg. JANA, van Eyk etc. This allows the team to compare the best managers within each sector.
After the initial review, the ThreeSixty Managed Investments team monitors approved funds and alerts our consultants of any changes.
Using this research, our consultants lead clients through the uncertainties of today’s financial markets towards a solid financial future.
Risk Insurance Research
Our consultants have access to research on insurance products and tools that provide a customised 'needs analysis' based on a carefully selected list of risk insurance products.
By combining analysis from market experts and a methodology developed by industry specialists, our consultants are equipped with an efficient tool that guides their product recommendations.
By examining criteria such as price, features and benefits, financial strength of the product supplier and industry reputation, consultants are able to provide a range of product options to meet your insurance needs.
Technical aspects of investing
Our consultants are equipped with technical and legislative information in areas such as superannuation, social security, taxation, estate planning, and retirement planning. The technical expertise of our consultants is used as a foundation for investment decision-making in preparing and reviewing your financial plan.
Additionally, our consultants have access to a highly regarded research and technical support team who provide them with the information necessary to advise you on a wide range of financial products. Access to quality research enables our consultants to construct investment strategies designed to provide peace of mind and solid returns over the long-term.
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