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 managed funds 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 packages

 

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 and fact sheets
  • Investment screener
  • Favourites and compendiums
  • Morningstar portfolio X-ray
  • Morningstar Investment IllustratorTM

 

For more information contact us.