Our research gives an inside look at the engine that drive the ratings. 

No rating blindness, you can see how we arrived at the outcome. Each item in our model has a different meaning to each person. 

By telling you how we got there, you can see how that matches with what is important to you. 

We publish the responses to the same questions asked of every fund manager. Both their responses and ours. You get both sides of the story. 

Regardless of the asset class there are questions that apply to all fund managers in all asset classes. 

We don’t need to ask the best questions. We just need to get the answers right. So we do the heavy lifting for you to avoid the marketing spin.

The question and answer report style was developed based on feedback from financial advisers, investors and fund managers. To highlight insights consistently.

No one wants to read fund managers’ waffle. No one wants to read a fund researcher with no opinion. Both the fund managers and Research IP have word limits to get to the facts. 

Our research reports are designed to get the message across.

Each question is a new insight, each response gets to the point.

Each response should bring you closer to making a decision. To invest, or not to invest. 

We create bespoke research for our advice and consulting clients at their request. This is paid for by the client and is intended for their internal use. We have been doing this since 2015 for clients across the Asia Pacific region and in the United Kingdom. 

We have been contracted by New Zealand companies like the New Zealand Stock Exchange (NZX) to create qualitative research reports for their operations, e.g. FundSource, until the NZX disposed of the asset. 

Fund managers can now licence the distribution rights to the research we produce on their funds, so they can distribute it to you. 

When you login to our service, there is no subscription fee to access this research. We also offer quantitative tools on over 600 funds not covered by our qualitative process.