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Research firms

The following firms provide investment company research that you may find useful. Please bear in mind that some of the firms may charge you for access to their full research and other services, or you may need to register for full access. Some of the research may have been paid for by the investment company and so may not be fully independent. 

When you click on one of the links below, you will leave the AIC website. The AIC accepts no responsibility for the content on these sites, including the accuracy of any information presented and any opinions expressed. 

The descriptions of the research firms have been provided by the firms themselves and are not endorsed by the AIC.

Edison

Founded in 2003, Edison has established itself as the leading provider of credible commissioned investment trust research. Edison’s experienced investment trust analysts provide balanced and detailed reports on over 65 investment trusts and companies. Our objective is to give investors the tools of the trade to make informed investment decisions. We aim to fill the gap that exists between the Factsheet and the Annual Report and Accounts producing a minimum of two reports per annum.

Edison website

FundCalibre

FundCalibre.com is an independent fund ratings service, which is freely available to everyone online. We have designed it so that even those entirely new to investing can get the help and guidance they need to pick a fund or trust.

We analyse thousands of funds and trusts available to UK investors and, with our unique screening tool and years of research experience, we identify just 5% to 10% that we believe have the most skillful managers.

FundCalibre website

Hardman & Co

We are the longest-established sponsored research house in London. In the investment company space, we differentiate ourselves by using specialist sector analysts (with an average experience of 25 years) rather than generalists, to write deep dive research. We are also retained for consulting services, addressing issues such as private company valuations and liquidity analysis.

Hardman & Co website

Kepler Trust Intelligence

Kepler Trust Intelligence is a dedicated online resource for investment trust investors, offering high quality research split into two streams, one catering for a sophisticated audience of discretionary fund managers and the other for private investors who need real independent research to make the right investment decision. Our content, all of which is produced in house by experienced analysts at Kepler Partners, forms an online library of high quality investment strategy research, detailed analysis of individual trusts and useful guides to the terms, themes and strategies which investors are able to access via closed end funds.

Kepler Trust Intelligence website

Morningstar

Morningstar has a team of approximately 120 manager research analysts, based in 15 locations globally, whose sole responsibility is investment manager research. In addition, we have a dedicated quantitative methodologies team of approximately 30 analysts. The manager research team researches both active and passive strategies alongside each other, whilst acknowledging the different nuances between the two approaches.

Morningstar website

QuotedData

QuotedData.com is one of the most used investment trust research portals. Free for everyone, offering news, prices, NAVs, discount information, charts, performance data, Z scores, factsheets and key documents on every investment company listed in London. We also offer a comprehensive glossary, educational information, free events to attend, offer regular research periodicals on the whole sector and detailed notes on selected investment companies currently trading and those coming to the market.

QuotedData website