Research Process
The benefits of independent research and qualified professionals
Our investment advice is backed by a team of experienced and qualified experts, providing technical support and research.
There are over two hundred fund managers in Australia offering over four thousand investment products. They are not all as good as each other. Many are not good enough for Count Advisers to recommend.
Our thorough independent investment research process means we’re able to analyse and select a range of products from Australia’s leading fund managers. Only fund managers who receive the highest ratings are considered good enough for our clients.
Our disciplined approach is designed to highlight investments which deliver sound returns with better service, and most importantly, reduced risk.
Count's Research
and Investment Philosophy
Our research philosophy is to provide you with investment
options that are independent and reflect the very best of all investments
the market has to offer.
Independent research process has the following benefits for you:
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We are not tied to any one product provider; and |
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Having a strict and transparent research process means that all our recommended products have undergone and passed the same strict tests with no favouritism. |
When reviewing various investments we undertake 3 tests to ensure that your investments are managed by fund managers that deliver:
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Above average returns; |
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Reduced risk; and |
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Superior service over the long-term. |
Test 1: The Lonsec
rating
The Lonsec assessment is a comprehensive review that is focused on identifying superior funds management organisations. Their approach aims to provide a relative view of the merits of each funds management organisation compared to the universe of fund managers available with a definite view about:
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People & Resources | |
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Philosophy (Style) | |
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Research | |
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The remaining fund managers are evaluated and ranked on the range of criteria mentioned above.
Test 2: Count's internal Research
Team reviews each investment
Even when an investment passes the Lonsec test,
it doesn't automatically pass the next test - Count's internal research
test. Whilst Lonsec takes more of a big picture approach in their
assessment, Count analyses each product separately and uses a range
of ratings to determine whether each investment is suitable and
can add value.
Count undertakes a further assessment of each product to ensure that such things as cost structure and the design of the product are suitable for our clients.
Test 3: Research Committee recommendation
Once the tests and assessment processes mentioned above are carried
out and an investment has passed with flying colours, it is then
a question of final recommendation by the Count Research Committee.
Once this final test has been carried out and the investment(s) has been accepted, the product(s) is then added to Count's Approved Product List for Count Advisers to recommend to their clients.
Only fund managers who can meet Count's high standards are considered for addition of their products to our Approved Product List.
Regular reviews in association with Lonsec and all advisers, are systematically undertaken by Count.
Count Advisers can only recommend investments from the Count Approved Product List of fund managers and investments. In this way you can be sure that you are getting an investment that has been thoroughly screened and independently assessed from a number of different perspectives.
