About Our Ratings

Each Adviser Edge report has been authored with the research needs of an adviser in mind. Informative, accurate and concise, these reports and their corresponding star ratings will allow you to undertake your own peer review for each project or sector, ensuring that you are able to identify the projects that best meet the investment needs of your clients.

Adviser Edge’s key role is to provide differentiated research, which aids the adviser in understanding the investment merits of rated products and importantly the risks associated with investment. Adviser Edge research is an adjunct to the due diligence process an adviser should undertake prior to giving advice. Our research reports and ratings are not intended to diminish the responsibility of the adviser to know the product and appropriately match to investor needs.

It should be noted that research reports and ratings are based on information that is available at a given point in time.  Changes in market or economic conditions, or in the case of agriculture and forestry climate related events, can have a detrimental impact on the performance of companies and funds. Advisers need to give consideration for the potential of such events occurring in the advice process.

Adviser Edge star ratings guide

Adviser Edge has recently conducted a review of its star ratings, with the aim of improving transparency and assisting dealer group research teams and investment committees with APL selection and adviser guidance. Following is guidance relating to the suitability of products for APL selection at various rating levels.