Our robust, trusted rating methodology
Super Ratings Methodology
In rating super funds, we apply a methodology that has been developed over more than 20 years. This focuses on five main criteria: investments, member services, fees, insurance and organisational strengths.
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Pension Ratings Methodology
When we rate pension funds, we apply a methodology that was first developed in 1997 and has been continuously refined ever since. We focus on four main criteria: investments, member services, fees and organisational strengths.
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Platform Ratings Methodology
In rating platforms, we apply a methodology developed over the past 10 years of assessing platforms. This focuses on five main criteria: adviser services, investments, fees, member services and organisational strengths.
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Super Investment Ratings Methodology
We conduct annual investment reviews with super funds to understand the quality of their rated investment options. This is supplemented with in-depth desk-based research in order to assign an appropriate investment option rating.
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Investment Bond Ratings Methodology
In 2023, we commenced rating investment bonds, leveraging our ratings process for platform products that was introduced in 2022. The result is a set of ratings that encapsulate our view about the quality of each investment bond we rate.
Learn MoreDisclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.