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Research IP
Research IP is a global research, consulting, and technology business.
Research IP was established in 2014 and holds long standing relationships with key industry players. Research IP has experienced analysts who have been researching fund managers for over 20 years delivering high quality fund research services and industry reports.
Advisers have a fiduciary duty to their clients and we believe qualitative and quantitative research has a critical role to play in this relationship. By leveraging the skills of specialists, Research IP is able to provide innovative and tailored financial services solutions to the market place. Client focused outcomes are underpinned by the belief that the role of business model innovation and accelerating technological change opens up new possibilities.
Research
Qualitative Research
We currently offer qualitative managed fund research on over 70 funds available in the New Zealand market. Through our tools, we also provide investors portfolio snapshots on over 600 funds. Our universe is constantly expanding.
“Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway.”
― Warren Buffett
consulting
Consultancy Services
We have a range of consulting clients. We offer services such as independent investment committee participation, licensee advice, systems and process review and corporate governance services.
tools
Our Research Tools
We offer Financial Advisers and direct investors a range of FREE research tools on over 600 managed funds, with additional portfolio tools to be released soon.
Portfolio management
Model Portfolio Management
Unlike other providers, we do not run model portfolios, instead we work with our clients to support their existing business.
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”
― Benjamin Graham
awards
Fund Manager of the Year Awards
Research IP is proud to recognise talent in the New Zealand Funds Management industry.
We would love to hear from you!
If you are interested in our consulting services, seeing new funds covered, or whitelabelling any of our tools, please reach out.