Q & A

Here are some common questions we get about Asset Intelligence and our services.

  1. Can Asset Intelligence provide adhoc research or project based consultancy? E.g. one-off provider or fund due diligence?
  2. Can Asset Intelligence help us to research the wider range of Retail Investment products?
  3. How do partner firms receive the Asset Intelligence research reports?
  4. Where does the information come from?
  5. Who sits on the Investment Committee?
  6. How have the Asset Intelligence Model Portfolios performed?
  7. Can Asset Intelligence work within our Network and Compliance arrangements?
  8. Is Asset Intelligence Research registered with the Financial Services Authority?
  9. What type of companies does Asset Intelligence work with?
  10. Can we subscribe to Asset Intelligence quarterly research publications on a one-off or annual subscription basis?

  1. Can Asset Intelligence provide adhoc research or project based consultancy? E.g. one-off provider or fund due diligence?

    Yes. We provide a comprehensive range of bespoke, quality, independent research, reporting and service solutions. Adhoc research is a standard offering and we regularly lead or contribute to the development of client businesses on a project basis. Please contact us and we’d be happy to discuss your requirements.

  2. Can Asset Intelligence help us to research the wider range of Retail Investment products?

    Yes. Asset Intelligence undertakes a wide range of investment and product research that is regularly reviewed and updated.

    Our research covers:

    • OEICs & Unit Trusts
    • Passive Funds
    • Exchange Traded Products & Exchange Traded Commodities
    • Investment Trusts
    • Ethical Funds
    • Life & Pension Funds
    • Offshore Funds
    • Specialist Investments

  3. How do partner firms receive the Asset Intelligence research reports?

    Our research is delivered in a variety of media, depending on the mandate. This can vary from firm to firm, with services delivered via secure website logo, secure shared documents, secure platform updates or information provided on a quarterly basis by email and post.

  4. Where does the information come from?

    We work with a number of the leading investment analysis providers and third party research houses. Our experienced team has developed an array of proprietary economic models and processes based on latest academic theory. For more information on our processes, please contact us.

  5. Who sits on the Investment Committee?

    The Asset Intelligence Investment Committee reviews quarterly research updates as well as the data that forms the basis of underlying econometric models. The committee is chaired by Robert Love, Head of Research and of comprises a number of experienced investment professionals. Meet our team.

  6. How have the Asset Intelligence Model Portfolios performed?

    We are proud of the performance of our Model Portfolios; in fact we should be shouting from the rooftops, but that’s definitely not our style. Much more importantly our clients are extremely happy with ongoing risk adjusted performance. Our rigorous methodologies and portfolio construction processes means that portfolios are regularly reviewed against a range of performance, asset allocation and risk matching metrics. For more information on the performance of our Model Portfolios, please contact us.

  7. Can Asset Intelligence work within our Network and Compliance arrangements?

    Yes. Our partners straddle a variety of networks, so we are familiar with the various requirements of each network. The team also benefits from the direct experience of working closely with several network providers and their party compliance consultants. We are always happy to work directly with internal or external compliance officers and departments. Our research and solutions improve processes, due diligence and accountability. Our services often include the composition and ongoing maintenance of detailed documentation for firms’ compliance procedure files. please contact us for more information.

  8. Is Asset Intelligence Research registered with the Financial Services Authority?

    Asset Intelligence Research does not provide financial advice to consumers. We provide research and consultancy services to Financial Services industry professionals who are authorised by the Financial Services Authority and other Regulatory bodies in the United Kingdom.

  9. What type of companies does Asset Intelligence work with?

    We work with a wide range of small and large partner organisations both in the UK and overseas. Our UK clients span the length and breadth of the country and range in size from one & two-man operations to nationals and networks. Although our client base is diverse, there is a number of common features of typical partner firms. For example:

    • Committed to providing a high level of service to clients
    • Serious in the approach to investment advice and the selection of appropriate funds, portfolios and solutions
    • IFA businesses often have full Chartered status
    • New Model Adviser type businesses
    • May use cash flow planning or are researching the use of these tools
    • Often in acquisition mode, looking to acquire client banks or to accommodate practicing advisers and trainees
    • Focused on establishing a scaleable and efficient business model

  10. Can we subscribe to Asset Intelligence quarterly research publications on a one-off or annual subscription basis?

    Yes. All of our research publications are updated quarterly and our standard subscriptions include quarterly commentaries and notes, interim updates and access to our 24/7 fund monitoring service.

    Our quarterly publications include:

    Quarterly Fund Selection & Panels

    • OEIC & Unit Trust Funds
    • Passive OEIC & Unit Trust Funds
    • Exchange Traded Funds & Exchange Exchange Traded Commodities
    • Ethical/SRI Funds
    • Funds for Charities
    • Specialist & Alternative Funds
    • Absolute Return Funds
    • Multi-manager Funds

    Quarterly Fund Review

    • Multi-Manager Funds
    • Risk Profiled Funds
    • Review of funds for Charities (including Common Investment Funds, charity OEICs, Unit Trusts & Exempt Unit Trusts)

    Asset Allocation

    • Asset Allocation Models: Risk Profiles 1 to 5
    • Asset Allocation Models: Risk Profiles 1 to 10
    • Asset Allocation Models: As above excluding/including exposure to cash & alternative assets
    • Asset Allocation Trends & Indicators

    Model Portfolios

    • Model Portfolios: Risk Profiles 1 to 5
    • Model Portfolios: Risk Profiles 1 to 10
    • Model Portfolios: As above excluding/including exposure to cash & alternative assets
    • Model Portfolios: 8 to 12 funds per portfolio
    • Model Portfolios: 20 to 25 funds per portfolio

    Other Quarterly Research

    • Platform Providers: Financial Strength Review
    • Providers: Financial Strength Review
    • Structured Products: Review & Panels
    • Group Pension Funds: Review & Panels
    • GPP Provider Review
    • Discretionary Manager: Quarterly Tailored Panels
    • Dregs of the Barrel: The Funds you really shouldn’t invest in and why