Main Services
asset allocation, portfolio construction, market valuation tools, portfolio construction software, investor communication support, consulting services, web-based subscription service
farrelly's Investment Strategy, established in 2004, serves as the first independent specialist asset allocation research service tailored specifically for investment advisory firms in Australia and New Zealand. It offers a dynamic, forward-looking approach to asset allocation, integral for constructing high-quality investment portfolios. The service is available via a web-based subscription and includes consulting services. The methodology employed by farrelly’s is client-focused, emphasizing risk and return forecasts that are logical and robust. The service aids in the construction of portfolios designed to achieve investor goals, utilizing market valuation tools, portfolio construction software, and investor communication support.
