Smartkarma FAQs

Smartkarma

What is Smartkarma?

Smartkarma is a network that connects three core audiences of capital markets: Investors, Research Providers, and Corporates. Smartkarma Solutions provide tailored products to each audience, all on one platform.

Do I need any special software to use the Smartkarma Platform?

No. Smartkarma’s platform is a web-based, digital-first SaaS solution that is accessible via the website on any desktop or mobile device, and Smartkarma’s mobile apps.

Is Smartkarma involved in deals or investment banking?

No, Smartkarma does not provide such services. Rather, Smartkarma fosters a community where independent Insight Providers, institutional investors, and corporate IR and management can connect, collaborate, and produce and share insight.

Investor Solutions

Who is Investor Solutions designed for?

Investor Solutions is designed to provide institutional investors with timely and credible independent investment research, supplied by Smartkarma Research Solutions.

Investor Solutions subscribers include sovereign wealth funds, long-only asset managers, hedge funds, private equity firms, and venture capital firms. Smartkarma’s top 10 subscribers alone handle cumulative assets under management worth more than US$13 trillion.

Who is eligible to subscribe to Investor Solutions?

Accredited investors are eligible to subscribe for Investor Solutions Starter, Basic, and Pro plans.

Can I try Investor Solutions before subscribing?

Yes – Preview Pass provides users with a holistic overview of Investor Solutions subscriptions, opening access to unlimited Insight Executive Summaries, customisation settings for platform and email feeds, as well as previews of the other tools and features available. InstaPass allows users to sample the quality of research available by granting access to up to 3 full Insights.

Why should I pay for Insights when broker reports can be obtained for free?

It is a widely held misconception that broker content is free. In order to provide Investors with research, banks have traditionally offset the provision of research with either prices in excess of execution-only levels of commission, and/or ECM business derived from the bank’s research coverage.

Under this bundled model, Investors typically pay more commission than necessary, or receive potentially biased research that is less likely to add value to their investment process.

This legacy method of collecting payment for research is struggling in light of recent regulator “clampdown” on the use of end-client money to pay non-transparent fees for so-called “free” research. Smartkarma reinvents the model with a single, transparent subscription.

What topics and sectors do Smartkarma Insights cover?

Insights span topics deemed valuable by the network, including: actionable sector thematic notes; cross-asset class macroeconomic and asset allocation analysis; data-driven analysis of ECM activity (IPOs & Placements); special situations (M&A, Spinoffs, Discount Arbitrage, Relative Value; Tactical Bottom-Up Long/Short company analysis); and governance and accounting shenanigans analysis

When Smartkarma says Insights are produced collaboratively, what does that mean?

Our platform encourages collaboration across the network, to give subscribers access to a deeper and more differentiated offering at a fraction of the price. Insight Providers combine their strengths into an integrated offering, harnessing the power of collaboration to provide clients with differentiated and independent views across geographies, expertise, and various layers of research (e.g. fundamental analysis, sector/thematic research, technicals, macro, and more).

Research Solutions

Who is Research Solutions designed for?

Smartkarma Research Solutions supports independent research providers, carefully selected to publish unbiased Insights on the Smartkarma platform as Insight Providers. Insight Providers can be a mix of large independent research house analysts, boutique research operation founders, as well as individual analysts, data scientists, consultants, and academics.

Who is eligible to apply to join Research Solutions?

Smartkarma has a stringent onboarding process for research providers involving independence and compliance checks. As applicants must demonstrate they can adhere to the Smartkarma Substantiveness Initiative, fewer than 10% of applicants are onboarded.

Who consumes Smartkarma Research?

Smartkarma Investors Solutions subscribers, including sovereign wealth funds, long-only asset managers, hedge funds, private equity firms, and venture capital firms. Smartkarma’s top 10 subscribers alone handle cumulative assets under management worth more than US$13 trillion.

How do Insight Providers monetise on Smartkarma?

You can monetise your written research as well as bespoke research services such as calls, meetings, and bespoke projects through Smartkarma.

Does my research have to be exclusively provided through Smartkarma?

Smartkarma does not require exclusivity for research published on the platform, unless otherwise agreed. The research must, however, not be accessible elsewhere for free.

What services does Smartkarma provide to Insight Providers?

Apart from research publication, distribution, and monetisation, Smartkarma can provide access to data at discounted rates through an exclusive deal with S&P Market Intelligence and can also assist with securing regulatory cover in select markets.

Corporate Solutions

Who is Corporate Solutions designed for?

Corporate Solutions subscribers are corporate investor relations professionals and management seeking to improve communication with investors and research providers, and in so doing, raise their profiles among the network audience.

Who is eligible to subscribe for Corporate Solutions?

Corporate Solutions Starter, Basic or Pro plans are only available to Corporate Investor Relations or Corporate Communications representatives.