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FundSource announces new research partnership

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This article was originally published in GoodReturns and has been reproduced in its entirety here.

https://www.goodreturns.co.nz/article/976503497/fundsource-announces-new-research-partnership.html

Fundsource has informed its clients that it has entered a new strategic partnership to resume qualitative research.

Friday, October 23rd 2015, 9:56AM

by Susan Edmunds

Darren Howlin, managing director of research at Australian unlisted managed funds service Research IP and former research manager at Lonsec will conduct the research on FundSource’s behalf.

He will research the NZ industry under the FundSource brand.

FundSource will start to offer qualitative research reviews of New Zealand managed funds from next month and will be arranging fund manager visits.

It was announced in April that Fundsource was dropping its qualitative research functions and partnering with Financial Express to provide a new quantitative tool.

NZX head of markets Mark Peterson said that was providing reporting of investment data, software analytic tools and performance analysis: “We are confident this partnership will result in improved data analytics for FundSource clients, while providing access to global fund data, and better access to FundSource’s comprehensive historical database.

“As part of this partnership, FundSource will also make its Investor Hub and Analytics products available to clients. We will have more information on the products and pricing over the coming weeks.”

NZX has hired Glen van Echten as the head of its Fundsource business and its product and sales manager.

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