Research

Pathway provides access to a range of broad and in-depth research reports from Lonsec, Morningstar and Zenith.

Lonsec research

Lonsec Research provides in-depth, investigative investment research across a broad range of listed and unlisted investments.

  • Lonsec Unlisted Research Package (can feed into financial software systems such as Xplan and Coin)
  • Lonsec Listed Equities Research Package¬†(can feed into financial software systems such as Xplan and Coin)
  • Lonsec Retire
  • iRate
  • SuperRatings Co-Comparator Research

 

Zenith research

Zenith Investment Partners online research service is the core component in the delivery of managed fund research reports, commentary, investment alerts and model portfolio documents.

  • Zenith Managed Funds Research
  • Zenith Model Portfolios
  • Zenith Direct Equities Research Module

 

Morningstar Research

With Morningstar all research, commentary, tools, and support material can be disseminated to your business via a professionally designed, flexible website, Adviser Research Centre (ARC) which includes:

  • Research Reports and Profiles
  • Dynamic Updates and Notifications
  • Economic and Sector Commentary
  • Approved Product Lists
  • Fund Returns
  • Document Repository
  • Methodologies & Fact Sheets
  • Investment Screener
  • Favourites and Compendiums
  • Morningstar Portfolio X-Ray
  • Morningstar Investment IllustratorTM

 

For more information contact us.