Tag Archives: Research centre

Quick update

Please be aware that when using the Research Centre, you’ll notice a change to the Morningstar OBSR research ratings for the funds from the A, AA and AAA to a new Gold, Silver and Bronze classification system.

OBSR’s previous ratings scale of AAA, AA and A directly maps to the new positive ratings of Gold, Silver and Bronze and are based on Morningstar OBSR’s convictions in a fund’s ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term.

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L&G Fund Factsheets go live

We’re pleased to announce that the complete range of fund factsheets for the Legal & General internal range of insured L&G Life & Pension funds, are now available to you on the Research Centre of our website.

These factsheets which are produced and hosted by FundsLibrary for Cofunds, are based on data supplied by the fund manager – Legal & General Investment Management and underpins the range of funds available for the L&G bond and pension products on our platform.

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Researched Fund Panel and Model Portfolios come out on top

We’re very excited that the Researched Fund Panel and Model Portfolios, created and maintained for us by OBSR, won ‘Best Outsourced Investment Solution for Advisers’ at the recent Professional Adviser awards.

The Professional Adviser awards are especially important to us as they are voted for by financial advisers. Continue reading

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Before we change it – what do you think?

You can currently download and print a list of funds by IMA sector from our website. At the moment we update this document monthly. We’ve seen that very few advisers download this list as they can get more up to date information from the Research Centre on our website, so we’re looking to remove this list at the end of this year. Before we do this, we wanted to check with you that this won’t cause any problems that we haven’t already taken into account. Continue reading

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Pensions in a time of great opportunity

Steve Bee recently said that he feels “really upbeat about the prospects for our pension system right now.” So how can we help advisers to use the platform to capitalise on this opportunity?

At Cofunds we have a range of pensions, powerful planning tools, help and support for pension consolidation AND a Technical Hub filled with useful, regular updates from Technical Connection – what else can we do to help? Continue reading

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