About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Smartkarma Extends Independent Research Platform with Premium Services

Subscribe to our newsletter

Smartkarma has added Premium Services, a suite of value-added services designed to allow asset managers to deepen engagement with research providers, to its independent investment research platform. The services advance the platform beyond content and include analyst calls, corporate access, financial modelling and bespoke research.

The Singapore-based company brought its research solution to market in Asia in 2016, offering a cloud-based platform that curates research from independent providers – or Insight Providers as Smartkarma calls them – and allows users to consume the research on a subscription basis. The platform operates dynamically to make all research available to all users in real time, but does not include investment bank research, thus meeting the unbundling requirements of Markets in Financial Instruments Directive II (MiFID II). The company has since expanded its market reach to Europe and the US.

Premium Services gives buy-side firms flexibility to engage with Insight Providers when and how they need, with simple and transparent pricing and a tiered subscription model priced from $2,000 per month.

Clients can access Insight Providers whose work they appreciate and value to get more in-depth knowledge on a specific topic, or to sense check a newly formulated trading idea. The addition of bespoke work allows investors and portfolio managers to request specific financial models or other research that is not visible to others on the platform. For Insight Providers, Premium Services enables monetisation of services that complement their written insight available on the Smartkarma platform.

Jon Foster, co-founder of Smartkarma, says: “Traditional bank-led models for research coverage and analyst interaction are no longer enough. The market wants more access to independent research that is compliant and actionable. Premium Services delivers this in an innovative way, allowing asset managers to dive deeper into the written ideas on Smartkarma.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Managing Non-Financial Misconduct Under SMCR

Non-financial misconduct – encompassing behaviours such as bullying, sexual harassment, and discrimination is a key focus of the Senior Managers and Certification Regime (SMCR). The Financial Conduct Authority (FCA) has underscored that such misconduct is not only unethical but also poses significant risks to a firm’s culture and operational integrity. Recognizing the profound impact on...

BLOG

STS Digital Launches Structured Products Platform, Deepening Kraken Partnership

STS Digital, the regulated digital-asset derivatives firm, has launched what it describes as a first-to-market structured products platform for institutional investors, extending the principal dealer model it has built across crypto options into a broader range of yield enhancement, capital protection and bespoke structuring capabilities. The platform, which targets banks, institutional investors, family offices, external...

EVENT

TradingTech Summit New York

Our TradingTech Summit in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

FATCA – The Time to Act is Now

The US Foreign Account Tax Compliance Act – aka FATCA – raised eyebrows when its final regulations requiring foreign financial institutions (FFIs) to report US accounts to US tax authorities were published last year. But with the exception of a few modifications, the legislation remains in place and starts to comes into force in earnest...