Financial Trends Australia

Markets change.
What matters changes too.

Independent, evidence-led equity research built to give self-directed investors, SMSFs, and institutions the same quality of insight that was once reserved for the fund management industry.

Who we are

We exist to bridge the gap between institutional-grade research and the individual investor. Our methodology is grounded in over three decades of world-leading academic research, and delivered with the transparency that serious investors deserve.

Who We Are
25 Years of backtested methodology Continuous since 2001. Tested through the GFC, COVID-19, and the 2022 rate-shock bear market.
160+ Peer-reviewed publications Financial distress prediction, credit risk modelling, and machine-learning in finance.
7 Government research grants Awarded by the Australian Research Council through competitive, nationally peer-reviewed selection.
Published by
25k+citations
Adaptive Assessment · Alpha360

Every market has a current.
Alpha360 finds it.

Capital doesn’t move evenly. At any moment, the market is favouring certain characteristics and moving away from others.

Alpha360 reads that movement continuously across the entire market, not against a fixed benchmark, but relative to everything else, all at once.

How Alpha360 works
Alpha360 · Jones Dynamic Score
87
BUY
ASX : BHP
Percentile rank · the global equity universe
Performance

Proven through every
market cycle since 2001.

Time weighted returns using the same methodology that powers Alpha360 today. Through the Dotcom Bubble aftermath, the GFC, COVID-19, and the 2022 rate shock.

22.4% Alpha360 Score CAGR (25 years) Equal-weight top quintile. US equities. Quarterly rebalanced. Price returns only, excludes dividends. +15.3% alpha vs S&P 500
33.22% ASX return p.a. (5 years) Alpha Composite vs All Ordinaries Total Return at 6.10% p.a. 89% positive picks
28.5× vs S&P 500 over 25 years $1 grew to $149.54 vs $5.24. Price returns only, excludes dividends. 23 of 25 +alpha years
Full performance data

Past performance is not a reliable indicator of future results. Includes capital returns and estimated transaction costs (excludes distributions, fees, charges or tax). Does not include dividends.

The people behind
the research.

From published academics to experienced market practitioners, every member of the Financial Trends Australia team brings a distinct discipline to the research process.

FTA Chief Research Officer
Prof. Stewart Jones
Co-Founder · Chief Research Officer
FASSA · Ph.D · FCPA

Fellow of the Academy of the Social Sciences in Australia. Head of the Accounting Discipline, University of Sydney Business School. Internationally recognised for research in financial distress prediction, credit risk modelling, and machine-learning applications in finance.

Henry Jones
Henry Jones
Co-Founder · Chief Executive Officer
 

Co-founded Financial Trends Australia. Leads the company's commercial direction, investor relationships, and market strategy. An equity specialist by background, having executed over two dozen ASX equity capital raises, securing allocations directly from sophisticated investors, family offices, and institutional firms.

Jordan Cheng
Jordan Cheng
Chief Operations Officer
 

Leads member acquisition and client relationships. Previously managed deal administration and client service across ASX capital raisings, and works closely with sophisticated investors.

Get started

We'd rather show you than tell you.

A private walkthrough with the team behind the numbers. See how Alpha360 reads the market, how the Jones Dynamic Score informs real decisions, and access research that makes institutions blush.

No cost. No obligation.

The walkthrough covers
  • How Alpha360 reads and ranks the market in real time
  • How to read The Jones Report
  • Model portfolio structure across ASX and U.S. markets
  • Membership options and what each includes
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