The World’s Largest Independent Research House

The Specialist Investment Managers responsible for researching and implementing the decisions under each Investment Portfolio are appointed by Fintech, following due diligence and approval by the Fintech Investment Committee. This gives Fintech control over the final decisions on your behalf in accordance with the investments aligned to your risk profile and asset allocation.

The Specialist Investment Managers research and recommend the specific underlying investments in the Fintech Private Portfolios. This includes the target weighting of those investments, changes to those investments and responses to corporate actions arising from the investments.

We have mandated leading research house Morningstar to manage the Fintech Investment Portfolios. Morningstar operates within the guidelines of the Fintech Investment Committee and Charter to take advantage of specific opportunities in Australian Shares, Global Shares, Emerging Markets, Property, Bonds and Cash.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of June 30, 2017. The company has operations in 27 countries.