Investment research
If you’re keen to play a more active role in managing your own investments, we provide you with the tools to do just that. Our investment committee provides monthly market round-ups, a quarterly ‘fund focus’ summary, regular buy list updates and webinars covering a range of investment topics. And if sustainability or ethical considerations are a priority for you, our buy list includes a full range of ESG funds.
Investment fund buy list
All funds on our buy list are selected and monitored by our in-house investment committee, using our rigorous research and screening methodology. Our aim is to offer a good range covering all main markets, along with some more niche funds to enhance diversification, whilst avoiding ‘choice overload’.
For each market sector covered, our buy list also includes ethical and/or sustainable investment funds, which have been subject to an additional layer of screening based on environmental, social and governance (ESG) criteria.
To view the buy list please log in to your account.
Buy list updates
Investment research methodology
The ongoing comprehensive research carried out by our investment committee underpins our investment management services – as well as the various investment updates we provide for you. Our research comprises both quantitative and qualitative aspects, with a rigorous proprietary fund scoring system, supplemented by in-depth analysis and regular meetings with fund managers. You can request a copy of our investment methodology guide to learn more about our approach.