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The Investment Research Specialists

For free-to-air, impartial fund and investment research designed for financial professionals, sign up to The Adviser Centre and benefit from our select fund lists, sector perspectives, market reviews and more.

IA Sector Overviews

For information about the IA sectors including fund categorisation, see our IA Sector Overviews.

Bulletins

Find out how we have responded to an event relating to a fund or asset manager and whether a fund's status has altered.

Adviser Guidance

Read our Guidance notes, Monthly Viewpoint and other articles written by the team.

We are dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market. Download our brochure for further information about our free service.

VIEW FROM THE CENTRE

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Latest news and insights

Our Proposition

Our aim is to assist advisers with this decision by highlighting actively-managed funds that we believe are worthy of the costs being charged to investors – in other words, endorsing funds that we believe offer ‘value for money’.

Our Fund Lists

Fund to buy, funds to hold and funds to watch: our distinctive Recommended, Established and Positive Watch lists are organised with practicality in mind.

Our Research Process

The primary aim of our fund research process is to identify fund managers who have a discernible and valuable competitive edge.

By assessing a fund manager’s approach and style, we generate an understanding of a fund’s characteristics.

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The Adviser Centre is part of the Embark Group

Embark Group is a fast growing, diversified, financial services business and one of the largest full-scale retirement solutions providers in the UK. We operate successfully in both the adviser and institutional areas of the retirement market and power some of the UK’s largest retail financial services businesses. You can find more information at the Embark Group website or download our Group Due Diligence Guide.

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*All figures as at 10 May 2021.

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