Asset Intelligence provides a comprehensive range of quality independent investment research, reporting and investment research process solutions.
Our client partnerships and solutions are designed to improve efficiency and improve the quality of investment research available for financial advisers, allowing them to focus on planning and first class client service.
Asset Intelligence offers three levels of client research partnerships to deliver first class solutions: Subscription, Tailored and Consultancy.
Subscription partnerships add an extra dimension to client propositions. Advisers will receive access to the extensive range of Asset Intelligence quarterly research reports, updates and accompanying support, providing a robust and comprehensive foundation for investment processes across multiple client segments.
Examples of quarterly research reports
Exchange Traded Product Panels
Asset Allocation Models
GFP Quarterly Review
Absolute Return Quarterly Review
Financial Strength Review
Contact us for details of the full range of reports available.
Clients will receive a bespoke investment research solution with this partnership. Asset Intelligence will work closely with advisory businesses to develop highly tailored research and reporting solutions aligned to business processes and philosophies taking into account factors such as:
Legacy assets & transitioning arrangements
Risk profiling tools
Client reporting requirements
Back office systems
Individual networks/compliance requirement
Investment philosophy of the client firm
Client bank profile including segmentation issues
Contact us for more information on Tailored Partnerships.
Clients receive a full consultancy service with this partnership, which will of course vary by client/business/network. Asset Intelligence will work with advisory businesses primarily to understand the business needs and requirements. Following this, relevant investment processes, research and reporting solutions will be developed together.
Services and solutions incorporated in this type of partnership include:
Development of bespoke investment proposition and accompanying structured research solutions
Provision of extensive fund and portfolio manager research in conjunction with detailed ongoing portfolio and process management
In-depth strategic and tactical asset allocation guidance and modelling
Client reporting and monitoring
Asset Intelligence appointed Investment Committee & Model Portfolio Governance Teams
Contact us for more information on Consultancy Partnerships.