As part of our bespoke service offerings, Catalyst has teamed up with Independent Strategic Research (“ISR”) to provide Independent Financial Advisers (“IFAs”) with a tailored research service.
ISR has been specifically created to provide investment research and advisory services to IFAs and other professionals involved in the investment management industry. Its committed objective is to custom research individual client briefs as required by IFAs. In so doing, tailored outputs for each stage of the investment process are effectively generated across all markets.
As a dedicated and focused research facility, ISR’s sole purpose is to provide you with a clear and carefully constructed insight into solutions which respond to clients’ needs. Independent, robust and transparent processes ensure maximum efficiency and positive outcomes, enabling complete control which is both flexible and cost effective.
Why ISR?
The increasing complexity and time spent on investment research, portfolio construction and ongoing monitoring is making life harder for IFAs to add value. Time spent picking funds and building portfolios is reducing the amount of time spent on servicing clients planning needs and generating new business opportunities.
ISR has been designed specifically to work with IFA firms delivering investment solutions which create value at both firm and client level. ISR strives to achieve your goals utilising their highly disciplined institutional approach to investment selection, customised at each stage to both the firm and client requirements.
ISR’s Approach
ISR’s unconstrained approach allows it to focus on the use of best of breed analysis across all investment disciplines to effectively develop truly impartial research recommendations for clients. It combines the application of proprietary analytical techniques with established performance metrics, delivered through the appropriate mix of software and qualitative research.
ISR recognise that the most critical part of any brief is to establish from the outset the parameters clients are seeking. In this way, it is able to develop processes and documents to ensure that expectations are conclusively met.
Outputs are only of value if they are both easy to understand and have practical application to a client’s specific circumstances. Essentially, outputs are transparency driven and presented with paramount clarity. Direct access to the individuals writing reports remain open at all times.
The Benefits
Manage Risk
ISR produces output specifically for your firm, ensuring client portfolios and files are continuously supported by documentation demonstrating a thorough investment process that is robust, repeatable and transparent. In addition ISR’s active monitoring service gives comfort that investments, managers and their firms are being monitored constantly, supported by strong alert disciplines.
Save Time
Increasing efficiency by removing costly, time intensive investment work from daily activity is at ISR’s core. This enables you to focus on servicing existing client relationships, attracting new clients and developing your professional connections.
Dedicated Investment Professionals
A highly focussed team of investment professionals acting as your in house dedicated investment analysts. ISR believes investment research is a singular task so investment research is all they do.
Increased Revenue and Profits
By creating solutions that are unique and tailored to your firm ISR has a tangible and measureable impact on revenue and profitability which can be clearly demonstrated. Recent studies have shown practices adopting this approach to have generated over 40%* more revenue compared to those running traditional models.
To discuss your research needs with Catalyst, please contact 020 7367 1234.
*Source – Moss Adams LLP
