Investment Management

Ensuring our advisers and their clients have access to the highest quality investment management and research is our top priority.

We use a research driven approach to constructing our approved product list (APL) and investment portfolios. Our approach is to use a systemic process based on research ratings from third party research houses Lonsec and Morningstar. Our APL is broad with over 1,100 investment options comprising managed funds, managed portfolios, direct equities, and term deposits.

Whilst we have a broad list of options, we are diligent about our risk management and protecting clients so we restrict access to high risk investment options.

The Centrepoint Research Team provide a range of investment services including:

• Strategic asset allocation
• Manager selection
• Portfolio construction
• Performance monitoring
• Sector reviews
• Market and investment management updates
• Consulting services to assist advisers with any investment queries