Investor Subscription Models

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Investor Subscription Models

Key Takeaways

Introduction

A list of firms that provide premium investor research and expertise in the US, Canada, Australia, and Europe has been provided below. For each firm, we have provided a link to its website, the pricing model and offering tied to the pricing model, the number of subscribers, and how long the entity has been delivering its subscription program, as available. We have provided at least two firms for each geographic region.

Premium Investor Research Firms in the US

Morningstar

Morningstar Basic

Morningstar Premium

  • Morningstar Premium memberships cost $29.95 for monthly subscriptions, $199 for annual subscriptions, $349 for two-year subscriptions, and $449 for three-year subscriptions. The firm currently offers a free 14-day Premium membership trial
  • The Premium plan gives members access to:
    • Analyst Reports: "Continuous, unbiased assessment of thousands of securities to guide your portfolio decisions."
    • Top Investment Picks: "Our analysts’ best mutual fund, stock, and ETF picks all in one place, the Best Investments Center provides pre-screened lists by investment type and financial goal."
    • Portfolio Manager: "A clear view of your portfolio with personalized reports and ratings. Receive statements monthly or on-demand."
    • Portfolio X-Ray: "A snapshot of your portfolio’s basic characteristics with Instant X-ray. With Premium, a thorough analysis with 12 additional tools to help ensure a properly diversified portfolio."
    • Screeners: "Sort thousands of investments in seconds. With Premium, filter against Morningstar ratings and choose from exclusive screeners for our short list of today’s best stock, mutual fund, and ETFs investment opportunities."
    • Article Archive: "Extensive library of articles by Morningstar's Investing Specialists provides insight and personal finance expertise."

Morningstar Investor Newsletters

  • The stock investor and fund investor newsletter subscriptions cost $145 and $165 annually for the digital and print versions, respectively.
  • The dividend investor and ETF investor newsletter subscriptions cost $199 and $219 annually for the digital and print versions, respectively.

Zacks Investment Research

Zacks Premium

Zacks Investor Collection

Zacks Ultimate

Zacks Tools

Seeking Alpha

Basic Plan

Premium Plan

Pro Plan


Premium Investor Research Firms in Australia

Lonsec Group Holdings

The SMSF Investor/Award-Winning Research

Zenith Investment Partners

Silver

Silver + Portfolio Builder

Silver + Equities

Gold

  • The Gold package offers all the features of Silver, Silver + Portfolio Builder, and Silver + Equities.

Pricing

  • Zenith does not provide any pricing information for their premium services, and interested clients are requested to get in touch with them for detailed pricing information.

Other Premium Investment Research Firms in Australia

  • Other firms that provide premium investor research and expertise in Australia are Morningstar Group (Australia) Pty Ltd, Marsh Mercer Holdings (Australia) Pty Ltd, Canstar Pty Limited, RKR Research Pty Ltd, Chant West Holdings Limited, Independent Investment Research Pty Ltd, SQM Research Pty Limited, Standard & Poor’s (Australia) Pty Ltd, and Van Eyk Research.


Premium Investor Research Firms in Canada

5i Research

5i Research

5iResearch + Portfolio Analytics

Accountability Research Corporation (ARC)

  • ARC is "Canada's leading provider of independent investment research, is to continually produce proactive, innovative and actionable research ideas and tools to support portfolio managers, investment advisors, financial regulators, and boards of directors."
  • ARC Independent Research has been providing "institutional investors and investment advisors with independent equity research on large-cap Canadian and US companies" for over two decades."
  • ARC does not disclose any pricing information on its website.

Other Premium Investment Research Firms in Canada


Premium Investor Research Firms in Europe

TS Lombard

  • TS Lombard has 30 years of experience delivering independent investment research to clients in the UK, Europe, and globally.
  • TS Lombard offers three distinct research services to clients: Global Macro, China and Global Emerging Markets and Global Strategy.
  • The investment research firm does not publicly disclose its pricing information, and interested clients have to get in touch with them for a custom quote.

Global Macro

  • Global Macro has the following features:
    • "Daily Concise Reports keep you on top of our latest views on the global economy, emergent themes and specific countries.
    • "Macro thematic research brings you in depth thematic analysis from our thought leaders, including Charles Dumas, Larry Brainard and Dario Perkins."
    • "Detailed country research explores economics and politics in key markets, bringing you deep insights from our experts on the ground and in London."
    • "Financial and business cycle research includes detailed quantitative analysis of financial and credit cycles and potential early warning triggers."
    • "Political research provides a thorough examination of geopolitical themes as well as a broad analysis of each domestic political economy under coverage."
    • "Chartbooks bring together key insights from across our research in one place."

China and Global Emerging Markets

Global Strategy

  • The Global Strategy research service offers the following:
    • "Financial and business cycle research includes detailed quantitative analysis of financial and credit cycles and potential early warning triggers."
    • "Macro trade ideas deliver global tactical trade ideas to play key macro themes."
    • "Asset allocation provides absolute calls and relative positioning in model portfolios with a 3-6 month investment horizon, updated each month."
    • "Chartbooks bring together key insights from across our research in one place."

Macro Thoughts

  • Macro Thoughts "provides independent, fundamental economic research and analysis, with proactive forecasts, as well as investment strategies across asset classes, and has been globally recognized for consistently forecasting key economic and market trends, ahead of the majority of commentators."
  • Macro Thoughts has three plans: Monthly, Annual, and Enterprise.

Monthly

Annual

  • The Annual plan costs £1,500 a year, and it offers the same features as the monthly plan, but subscribers get 12 months access for the price of ten months.

Enterprise

Other Premium Investment Research Firms in Europe

  • The European Association of Independent Research Providers (Euro IRP) represents the Independent Investment Research industry in Europe.
  • The association's members are firms that provide independent investment research to investors in Europe.
  • These firms include Entext Economics & Strategy, Ekins Guinness LLP, ECR Research, Blue Heron Research Partners, Alpha Value, among many others.


Research Strategy

To provide the requested information, we searched through multiple industry reports, news sites, third-party company ranking websites, among other sources. We also scoured through the investment research firms' websites for details into their offerings and pricing. While some of them, especially the public companies, publish information on the number of subscribers/clients/customers, most do not disclose this information.
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