CAPABILITIES
Atchison Consultants provides analysis and advice for financial institutions and
current and prospective investment managers regarding the attributes required in
investment and management of portfolios. Advice and analysis is provided across
all aspects of investment portfolios, primarily in the property asset class
including mortgages
Manager Assessment
Atchison Consultants monitors the universe of domestic investment managers
across all listed and unlisted property sectors and, on a more limited basis,
global investment managers. A manager database and profiles inform
Atchison Consultants recommendations regarding investment managers.
Independent rating of property funds has been undertaken on behalf of research houses on an outsourced basis as well as directly for capability assessment of investment managers.
Portfolio Construction
Atchison Consultants provides
portfolio advice based on objectives for development of portfolio frameworks
including gearing. Atchison Consultants has developed proprietary models
for asset allocation and gearing optimisation.
Market Outlook
Australian and international market
performance monitoring and modelling is conducted for the identification of
opportunities and trends. Atchison Consultants analysis of the performance of
all asset classes is conducted on an ongoing basis in support of consulting
engagements.
Capital Raising
Atchison Consultants has conducted
extensive research on the wholesale and retail markets regarding investment
management product distribution. Capital raising and distribution strategies
have been developed for both existing and emerging investment managers.
Mergers and Acquisitions
Through Atchison Consultants’
advisory services, opportunities to establish and facilitate mergers and
acquisitions in the property and mortgage fund management sectors have emerged.
Atchison Consultants has completed a comprehensive review of the mortgage and
debenture funds sector and has identified a number of opportunities in this
sector.
Business Valuations
Atchison Consultants conducts
detailed analysis and modelling of an investment management business and
delivers perspective of current and prospective valuations of that business.
Unit Pricing
Atchison Consultants has extensive
skills in property unit pricing. Structures, policies and models have been
developed for investment managers. Atchison Consultants has been an expert
witness for an ASIC (Australian Securities and Investments Commission) hearing
regarding property unit pricing.
Residential Property
Atchison Consultants is at the
forefront of the institutionalisation of the residential property sector.
Atchison Consultants has provided sector research, fund structure and management
advice for prospective investment managers in this emerging sector.
Infrastructure
As property and infrastructure have
many similar features, Atchison Consultants’ property capabilities are also
applicable to infrastructure investment.
Extensive research and analysis has been undertaken on listed and unlisted approaches in Australian and global infrastructure investment.
Sustainable Property
Research and analysis has been
undertaken on sustainability issues and impacts across the full life cycle of
property. In our analysis, recognition is given to the differing emphasis
required depending on the level of risk involved on the spectrum from Core
through to Opportunistic. Management commitment to sustainability is
examined, along with the quality of related reporting.
Atchison Consultants and the Sustainable Investment Research Institute (SIRIS), a research group providing social and environmental investment research to investors, have combined their respective property and ESG skills to build a sustainable property index with the potential to deliver a related product to the investment market.
Research, Publications & Presentations
Atchison Consultants researches and writes bi-weekly on a full range of property
related topics for the Financial Standard. In addition, Atchison
Consultants has been published in the Finsia journal, JASSA, regarding
residential property portfolio management. Ken Atchison regularly provides
commentary to other publications such as The Australian Financial Review, The
Australian and The Age.
Ken Atchison lectures for Kaplan Professional’s Master of Applied Finance course, the Property Council of Australia and the Centre for Investment Education. He is also a regular guest speaker at domestic and international forums and conferences.
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