Future Flow Intention

In our February Newsletter we first announced the Future Flow Intention (FFI) capability.

"FFI is a short-term predictive (0-60 days) analysis of fund flows for investments managed by retail and wholesale financial advisers in the Australian asset manager, platform and superannuation market. The model tracks the market intention of retail advisers using the modelling platform to move funds into or out of the aforementioned products."

Since that time, we have been busy building the productised version while capturing desired features and functionality from platforms and fund managers.

Today, we are delighted to announce that the FFI product is now ready to launch. And to reveal that the core of this solution is the rich data being sourced from the ProductRex scenario analysis tool. Product Rex was judged by financial advisers in the 2023 Landscape survey to be the most highly regarded technology tool available in the local market, by the length of Flemington race course! 

Further, Adviser Ratings recently announced that it had acquired ProductRex. This assures that future developments of both ProductRex and the FFI product are aligned and for the collective benefit of advisers and vendors.

Nicholas McGarrigle, co-head of emerging companies research at Barrenjoey, said "this solution is a game changer for the wealth market, using data to drive better decision making for product providers, advice practices and distributors alike. A real-life crystal ball.”  

While the information captured in FFI at the moment only provides a partial market view, the growth in usage and gross value of modelled scenarios on ProductRex has been extraordinary, evidenced in the graphs below. Notably, the growth in ProductRex usage has been achieved with virtually no marketing effort, although we intend to ramp this up considerably from here on.

* June 2023 results are to June 15. 

As coverage grows so should the strength, reliability and predictiveness of the signals about shifts in market demand for asset classes, product types, investment styles, products, manufacturers, and platforms. For example, the graphs below show an interesting take on passive vs active modelled scenarios over the current quarter, which are suggestive of intended fund flow movements likely for Q3 2023.

Note. Gross value of modelled scenarios for April ($1.3bn), May ($1.9bn) and MTD June 15 ($1.1bn) 

For further information on the FFI product, please contact our sales team.