Money Manager Services

The PortfolioDirect approach is designed to meet the needs of professional money managers and financial advisers.

The PortfolioDirect approach assesses quality and risk to produce an overall rating.

Money managers can use PortfolioDirect ratings to match risk and return objectives with company investment characteristics.

PortfolioDirect ratings provide a decision-oriented framework for professional money managers with varying risk profiles and objectives which 'buy' or 'sell' recommendations fail to take into account.

Money managers may access PortfolioDirect ratings and analysis through any of the following:

• 'off the shelf' reports

• specifically commissioned company reports

  • on a one off basis, or

  • as part of an ongoing review and reporting arrangement

• bespoke resource sector portfolio construction based on the PortfolioDirect rating approach

• service contracts involving the PortfolioDirect suite of macro analysis, stock ratings and portfolio construction

Contact PortfolioDirect for more information.