Investment Research Awards 2018 | Infopro Digital | 11 June 2018 | Jumeirah Carlton Tower, 1 Cadogan Pl, Belgravia, London SW1X 9PY, UK

As information and data continue to grow exponentially, the ability to extract insights and value is crucial to success in investment management. The investment research industry plays an integral role in ensuring professionals in investment management can distil key insights and value through the supply of data-rich, reliable, current and high quality company, industry and sector research.

Whether it's used to cut through basic information, obtain original content, opinion, recommendations or value added, investment research services can not only provide a one-stop shop for unique investment information, but also enhance and enrich information that is currently available in a way that is easily and quickly interpreted into the investment decision-making process.

MiFID II delivers new challenges for the investment research industry and is likely to bring greater scrutiny on the value it provides. Innovation is also playing its part: Big data allows new insights for those who can analyse it effectively. There is also increasing demand in areas such as Socially Responsible Investment (SRI) and Environmental, Social and Governance (ESG) where there is a call for research that can be used as an overlay to complement other forms of research.

The Investment Research Awards are designed to celebrate these changes and highlight investment research services that demonstrate knowledge, innovation, engagement, clarity and transparency.

Categories:

Best Overall Investment Research Service
• Open to firms that currently offer investment research services based on a variety of fee models, including charging asset managers or companies.

Best Equity Research
• Open to firms/investment research departments offering research on companies.

Best Fixed Income Research
• Open to firms/investment research departments offering research reports on fixed income, currencies or commodities.

Best Ethical/SRI/ESG research
• Open to firms/investment research departments offering research on environmental, social and governance (ESG) issues affecting companies and industries.

Best Fund Ratings and Research Service
• Open to ratings and research services offering ratings on collective investment funds.

Best Investment Trust Research
• Open to firms/investment research departments offering research on UK Investment Trusts.

Best ETF Research
• Open to firms/investment research departments offering research on Exchange Traded Funds (ETFs).

Best Investment Research Blog
• Open to firms writing a regular investment research blog aimed at UK investors/clients.

Best Investment Research Site
• Open to any entrant in the one or more of the other award categories. Sites can focus on investment research including companies, sectors, or investment vehicles.

Best Use of Technology
• Open to firms building additional insights through the use of proprietary technology

2017 Winners:

BEST RESEARCH SERVICES:
• Winner: Financial Express Investments
• Fundhouse
• Marten and Co
• Omega Analysis
• Highly Commended: Purple Strategic Capital
• Storm Research
• Woozle Research

BEST ESG/SRI RESEARCH:
• Highly Commended: EdenTree Investment Management
• EQ Investors
• Winner: CDP Investor Research
• sriServices - Fund EcoMarket tool

BEST ETF RESEARCH
• Highly Commended: BlackRock iShares
• ETF Securities
• Lyxor ETF
• Winner: Morningstar

BEST FUND RATINGS AND RESEARCH SERVICE:
• Winner: Financial Express Investments
• Highly Commended: FundCalibre
• Fundhouse
• SharingAlpha

BEST INVESTMENT RESEARCH BLOG:
• ETF Securities
• Highly Commended: FundCalibre
• Psigma Investment Management
• Schroders Global Cities
• Winner: Schroders: The Value Perspective
• Stone Mountain Capital
• Lipper Alpha Insight

BEST INVESTMENT RESEARCH SITE:
• Highly Commended: Financial Express Investments
• Marten & Co
• Winner: Morningstar
• Purple Strategic Capital
• Stone Mountain Capital
• Woozle Research

BEST INVESTMENT TRUST RESEARCH:
• Edison Investment Research
• Kepler Partners
• Highly Commended: Marten & Co
• Winner: Peel Hunt LLP

BEST RESEARCH REPORT:
• ETF Securities (Fixed Income)
• ETF Securities (Commodities)
• Winner: ETF Securities (Currencies)
• Marten & Co
• Omega Analysis
• Highly Commended: Storm Research