IOOF advice research process

The IOOF Advice Research Team has been providing managed funds and equity research to advisers and clients for 25 years. Our mandate is to provide analysis and insights into investment markets, investment products  and the domestic and global economies that will enable formulation of investment menus and approved products lists such that Financial Planners  can construct client portfolios and multiple risk profiles.

We also provide a tailored service to advisers in areas including portfolio construction, portfolio reviews, assistance with client queries and attendance at seminars with existing and potential investors.

The Research Team has in aggregate 65 years of investment experience, including prior portfolio management roles across many asset classes including equities, credit and property. Our Analysts provide perspectives on financial products following rigorous initial and ongoing due diligence.

Research has a sound track record in delivering outcomes for client portfolios with the managed fund model portfolio (Balanced Risk Profile 50/50 asset allocation) delivering 9.4% p.a. net of fees over 5 years to August 2014, which is 1.2% ahead of benchmark and 2% ahead of the peer group.

This section of our website explains the expertise and scope of our research service, and our process for identifying and selecting financial products for inclusion on approved product lists and investment menus, providing markets insights and research recommendations.

Meet the Research Team

Meet the Research Team

Meet the IOOF Advice Research Team.

Investment research process

Investment research process

Click here to find out about our research process.

Research methodology

Research methodology

Learn about our methodology for managed funds and equities.

Ratings

Ratings

Learn about how often we change our ratings and what they stand for.

Governance arrangements

Governance arrangements

Find out about our committees.

Statement of Conflicts Management

Statement of Conflicts Management

Read about our conflicts management policy.