Investment Research
Lean on our investment research and best thinking to support the running of your own models.
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
Our service
With an Investment Research partnership, you have access to our in-house fund manager selection process, asset allocation thinking and more, all to support the efficient running of your own in-house models. We’re flexible too - choose the level of research you need, from a one off engagement to an ongoing partnership.
Choose from
Fund research
Covers fund recommendations across all main asset classes, in line with our fund selection philosophy, and our proposed blending of funds within asset classes, to promote diversification and risk management.
Asset allocation
Covers historic analysis of our asset allocation, forward looking projections and analysis, and scenario testing and risk analysis.
Tactical asset allocation
Covers the latest views from our Tactical Asset Allocation committee, including details of tactical positions and ad hoc commentary on market events.
Speak to us about an Investment Research partnership
Talk to us about the difference an Investment Research partnership could make to your business.
Meet the team
With an Investment Research partnership, leverage the best thinking from our diverse team of investment managers, researchers, and analysts.
