BT Financial Group’s in-house equities research team eQR Securities has been awarded three “highly recommended” ratings for its model portfolios.
Global ratings agent Independent Investment Research (IIR) gave eQR’s securities core portfolio, concentrated core portfolio and concentrated income portfolios ‘highly recommended’ ratings while the securities income fund received a ‘recommended’ rating.
“At a time when customers are more willing to get back into the market, eQR research and model portfolios provide planners and their clients with a very attractive and stable offering,” BT Financial Group head of research and strategy Piers Bolger said.
“We have certainly seen an increase in demand for this resource since we launched it in November 2010, a reflection of its quality and customer’s desire for this service.”
eQR services approximately 1300 planners across the Westpac group and offers ASX200 analysis, daily market commentary and four direct equity model portfolios.
The portfolios are available as both a separately managed account and an individually managed account through BT equities.
SUBSCRIBE TO THE IFA DAILY BULLETIN
15 Dec 2017AIW Dealer Services enters EUBy Staff Reporter
15 Dec 2017New CEO appointed at Centrepoint AllianceBy Staff Reporter
15 Dec 2017FASEA education pathways provide certainty: O’DwyerBy Killian Plastow
14 Dec 2017AUSTRAC adds to list of CBA allegationsBy Killian Plastow
15 Dec 2017Get ‘independent financial advice’: Joe HockeyBy Aleks Vickovich
14 Dec 2017‘Forward-thinking’ advisers drive mFunds growthBy Aleks Vickovich
- view all