The key components of the farrelly’s services are

• Totally forward-looking return forecasts

• Totally forward-looking risk forecast

• A multi-faceted, client-focussed risk framework that allows the planner to simultaneously manage numerous sources of risk

• Portfolio construction techniques that create robust portfolios free of institutional business risk considerations

farrelly's Investment Strategy Handbook is the first independent and specialist asset allocation research publication for advisers... It contains farrelly’s independent

editorial on asset allocation issues, farrelly's forecasts (long-term outlooks for traditional and alternative asset classes), farrelly's Frontiers (long-term asset allocation models, with and without alternative asset classes) and implementation guidelines to help subscribers apply the asset allocation models to individual clients. Click HERE for more details>>>

Asset consulting services

farrelly’s works with the dealers in-house research staff to build their dealer-specific asset allocation process incorporating the dealer’s preferred asset sectors, beliefs and expectations about those sectors and that dealer’s approach to thinking about and managing risk. 

Web-based decision support tools

Web-based tools will enable planners to create optimal portfolios for individual clients based on the client’s cash flow requirements and the forward-looking return forecasts and the multi-faceted risk framework.

Training and coaching

farrelly’s forecasting and risk assessment approaches are transparent and readily grasped by planners. We believe that they will be most successfully implemented by those planners who fully understand their underpinnings and inherent logic. Accordingly we conduct training and coaching sessions with planners so they are able to prepare their own return forecasts and risk assessments.