Research Committee and Process

The primary vehicle for making investment making decisions and maintaining appropriate governance over the research process is the Matrix Investment Committee. The Research Team is responsible for activities in relation to product and service research as well as the management of our Approved Product list. Effectively, the Committee has responsibility for the overseeing Matrix’s research capability and product selections obligations under the Matrix’s AFS Licence.

The Investment Committee and Research Team consists of highly experienced members of the Sydney office. Additional input comes from a number of external professional investment specialists/consultants as appropriate. The Committee and Research Team meets on a timely basis (that is, monthly).

The Research process pays particular attention to understanding the individual characteristics of approved products, and communicating that understanding to advisers through various communication and tools.

The research process is continuous.

  • Reviewing current list of approved managers and products against peers to assess over or under performance against benchmarks over one, three and ten year periods.
  • Documenting manager styles, correlation and external ratings of funds across all sectors to assess adequate coverage.
  • Introduction of new products along with education accreditation programs.

The Research Team review regular reports and gain greater insight into manager processes and assets making up the fund they manage.

Decisions made by the Investment Committee are formally recorded.

A typical agenda will include:

  • Performance comments on the markets, sectors, approved list
  • Economic conditions and cycles
  • Fund manager reports
  • Review of approved product status by exception and ratio analysis of performance

Matrix is committed to ensuring that Rolanda Adams Financial Services obtain relevant up to date research and product information which will assist them in recommending appropriate portfolio strategies, structures and investments to their clients.

Rolanda has been my financial adviser for 20 years. I have always found her to be highly intelligent, knowledgeable and professional in her career. Rolanda is accessible at all times and patiently explains terms that I do not fully understand. I can highly recommend Rolanda and it is a pleasure to do so. I do this with the utmost confidence. Marcia Montgomery (Retiree – home duties and ex-clerk with Water Board)
I retired Oct 2012, and seeking Financial Advice for my retirement funds, I decided to have Rolanda look after my financial affairs, and so happy I did. Since my retirement I am extremely comfortable with Rolanda’s advice, experience and strategies and the returns on my investments. Rolanda is my "Breath of Fresh Air" at this stage of my life and she makes herself available 24/7 should you need to talk with her. Steve Hoad (Ground Engineer, Qantas)
In 1997 I left Energy Australia and decided to join Rolanda Adams Financial Services for the financial support and advice that I would need into the future. That decision has proved a very good one and I am still with Rolanda who has given me advice and friendship over those many years. The advice given has ensured that my investments have been protected and the major losses, of some, during the GFC was not felt by me unduly. Rolanda and her team are very easy to contact at any time and one is always received in a most professional manner. I would be most happy to recommend Rolanda Adams Financial Services to all who need financial services. Graham Fleeton (Manager, Property Insurance Group Energy Australia (Ausgrid))
Rolanda has been my Adviser for the past 18 years. Through her wide industry experience and professional expertise she has ensured the sound development and ongoing management of my investments. Her advice has invariably been sound, timely and entirely tuned to meet my personal needs in retirement. She has a friendly, engaging manner and is always readily available to address any of my concerns. I have no hesitation in recommending her. Neil O'Keeffe (Chief Inspector (retired), Australian Customs Service)

© 2022 Rolanda Adams Financial Services Pty Ltd. All rights reserved. Site by PlannerWeb.