Research IP

Since 2015, Research IP has provided client focused qualitative and quantitative financial product and investment research. Research IP was contracted by the NZX wholly owned subsidiary FundSource, prior to its sale in 2019, providing investment research to the New Zealand market. Research IP is a specialist investment research provider which is used and trusted by investors & financial advisers for investment, KiwiSaver, Superannuation and other Pension Schemes throughout the Asia Pacific region. Research IP has grown its team and footprint by utilising the specialist skills of its analysts which include; data scientists, equity, bond and alternative asset specialists, portfolio managers, asset allocation analysts and ratings specialists. Our experience has been gained in well over 20 years of roles across different facets of the industry, so we understand the key drivers and challenges for managers, as well as the impact for investors and the Financial Advice industry. By leveraging the skills of specialists, Research IP is able to provide innovative and tailored financial services solutions to the marketplace. Client focused outcomes are underpinned by the belief that the role of business model innovation and accelerating technological change opens new possibilities, to put client interests at the centre of the financial services industry focus. We have strong philosophical alignment with John Hagel’s work on the possibilities for “Disruption by Trusted Advisors” and John Kay's views in "Other People's Money: Masters of the Universe or Servants of the People". Research IP delivers high quality quantitative and qualitative fund research to financial advisers and the broader financial services industry. Research IP works with a number of expert providers to source this data. Quantitative data is supplied by a variety of sources, while qualitative research is provided by Research IP.