Banyantree’s proprietary investment architecture underpins our investment research and investment management.

We provide clients a comprehensive suite of ongoing publications:  

• Equity Research (Global & Domestic) – Reports providing fundamental analysis of listed stocks.

• Managed Funds Research – Reports detailing in-depth due diligence of managed funds covering recommendation, manager style, investment process and risk management. We aim to cover 5 to 10 strategies in each asset class.

• Australian Equity Strategy – A report providing active Model Portfolio services investors who are looking to actively manage their portfolio. The portfolio is actively managed and is made up of our best of sector ideas from the research team, with a macro-economic overlay.

• Thematic reports and articles – Reports covering themes emerging in investments.

• Weekly Credit Report – weekly publications on the Australian Listed Hybrid and government bonds sector, covering pricing, valuation, recommendations and market news.

• Combined Model Portfolios: Multi-Asset Strategy – The combined model portfolios provide clients with investment strategies across various risk profiles utilising multiple asset classes. A detailed multi-asset quarterly report is published every quarter discussing macro and asset allocation.

• Regular reports – daily morning report, monthly markets wrap, monthly investment charts, weekly A-REITS / LICs / Hybrids tables. 

• Executive meeting notes – Reports from our investment managers who provide detailed discussions they have had meeting with global and domestic companies, other fund managers and third party stakeholders.

For more information, call us on +61 2 9696 8163 or email us at info@banyantreeinvestmentgroup.com.