Smartkarma's Premium Services enables asset managers to interact with Insight Providers by requesting a range of research services above the written insight on Smartkarma.
Smartkarma Insight Providers can enable Premium Services to monetise their research services and increase the breadth of service provided to buy-side clients.
The Next Level of Insight
A new and innovative way of connecting the buy-side with our community of Smartkarma Insight Providers.
Frequently Asked Questions
The Premium Services offering creates additional opportunities for engagement between Clients and Insight Providers over and above standard platform access. Some examples of available Premium Services include calls, face-to-face meetings, bespoke research projects, company visits and financial modelling. The Premium Services offered and provided by Insight Providers do not constitute targeted legal, financial or investment advice.
No, a separate Premium Services subscription must be purchased on top of your standard Smartkarma subscription. Premium Services subscriptions are exclusively available to Smartkarma subscribers.
Insight Providers set their Interaction Rates in USD, which Smartkarma then converts into a SMART equivalent. Clients can purchase between three tiers of SMART Subscriptions: Lite, Basic and Pro. Each subscription package provides you with different amounts of SMARTs, and in turn different amounts of interactions with Insight Providers. For more information on Premium Services pricing, please contact [email protected]
The cost of a SMART depends on the subscription package chosen, with each tier of package bestowing increasing value. Insight Providers set their own Interaction Rates, and Smartkarma converts these rates into SMART equivalents, and consolidates them to create simple and transparently priced analyst tiers.
Prior to using Premium Services, your firm must purchase a Premium Service Subscription, receive internal compliance approval, and agree to our Premium Services terms. You can initiate this process by selecting the Premium Services button on the platform, in an Insight, or within an Insight Provider’s profile. This will prompt an email message with further instructions on how to provision Premium Services.
Existing Smartkarma clients must complete and sign the Premium Services Order Form at the company level, prior to receiving access to Premium Services. This Order Form contains the specific Premium Services terms, conditions and restrictions, which shall apply to your usage of Premium Services.
Premium Services credits (“SMARTs”) may be used by the Client’s Authorised Users who have been allocated a Log-in under the Client’s standard Smartkarma subscription.
To access Premium Services, Client/Client Authorised Users must have:
- an active standard Smartkarma Subscription
- purchased a Premium Services Subscription
- received internal compliance permission to access the Smartkarma Premium Service offering
- no employment, third-party or regulatory restraints
Your firm acquires SMARTs by selecting from any of three pricing tiers (Lite, Basic, Pro) when purchasing an annual Premium Services Subscription, as an add-on to the standard Smartkarma subscription.
To purchase Premium Services, please email [email protected].
Once Premium Services has been enabled for your firm and SMARTs have been purchased, you can request Premium Services by selecting the Premium Services button in an Insight or within an Insight Provider’s profile. You can then indicate the specific service you are looking for. The Premium Services team will get back to you with a response within 12 hours.
An Insight Provider’s participation in Premium Services, as well as their Interaction Rate and offerings, are fully at their discretion. Insight Providers who are participating in Premium Services will have a blue “Premium Services” icon on their profile.
You will be able to monitor your SMARTs and account activity on your Premium Services Dashboard.
Purchase of a Premium Services Subscription and access to Premium Services will require approval from your compliance officer or internal approver. Further bolstering compliance, Insight Providers undertake to comply with comprehensive protocols around conflicts, confidentiality and material nonpublic information (“MNPI”). More information can be found on Smartkarma’s dedicated compliance site: compliance.smartkarma.com
Smartkarma maintains a multi-faceted approach to address the important issue of MNPI, including Insight Providers agreeing to abide by specific content restrictions and warranties surrounding MNPI.
Providing clients with a transparent channel to engage with a large number of providers and accessing only those services needed, transparently and efficiently, without any possibility of inducement, is something unique to the Smartkarma platform. In this way, Smartkarma meets the requirements of MiFID II regulation. Prior to any Client provisioning Premium Services, applicable agreement and compliance approvals must also first be met.
SMARTs are valid for one year, from the commencement of your subscription, but may be rolled out incrementally over the course of the annual subscription according to your firm’s nominated billing period (see above). Any unused SMARTs at the end of the annual subscription period expire and do not roll over.
With Smartkarma’s written approval, you may accrue negative credit, for which you will be billed at the end of the annual subscription period as a one-off payment, calculated on the terms of your selected package.