Smartkarma FAQs

Who is in the Smartkarma network?

Smartkarma unites three main audiences: Buy-side Investors, Insight Providers, and Corporates. Investors include many of the world’s most reputable institutional investors, including asset managers, pension funds, sovereign wealth funds, fund managers and family offices. Insight Providers are independent research providers, carefully selected by Smartkarma’s Research Team to publish Insights on the Smartkarma platform, and hail from a mix of large independent research houses, boutique research operations and individual analysts, data scientists, consultants, and academics. Corporates on the network are companies seeking to improve communication with investors and research analysts. And in so doing, raise their profiles.

How do I subscribe to the Smartkarma network?

For Research Access: Start by requesting a demo for a tailored walkthrough of the platform. After evaluating that Smartkarma’s a good fit, an onboarding process will take place to configure settings, complete paper work, establish your Smartkarma point of contact, and activate the subscription.
Request a Demo

For Corporate Solutions: This subscription helps companies monitor shareholder interest, promote research coverage, and streamline investor relations workflow. Smartkarma and the SGX are currently running the Pilot Program for Singapore-listed Corporates, and are taking registrations to join the network ahead of the Q1 2019 subscription launch.
Register Your Interest

To be considered for a role as an Insight Provider, Smartkarma’s Research Team typically requires a mimimum 10+ years of relevant industry experience before beginning a rigorous application process evaluating the substantiveness of applicants’ research. Fewer than 20% of Insight Provider applicants pass this stage, at which time, candidates are also required to accept comprehensive user agreements containing key legal obligations and provisions regarding compliant conduct and content before being onboarded.
Apply Now

How does the InstaPass work?

InstaPass allows access to up to 9 reports on Smartkarma. It is valid for one-time use within 5 days of purchase, and the access period commences upon first log-in and expires automatically after 3 hours. InstaPass becomes invalid if there is no log-in within 5 days of purchase.

Do I need any special software to utilise the Smartkarma platform?

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

Is Smartkarma involved in deals or investment banking?

No, Smartkarma is not involved in these activities. Rather, Smartkarma fosters a community of independent, unconflicted and differentiated Insight Providers as an alternative to conflicted investment research sources.

Does Smartkarma outsource tech development?

Every line of code has been written in-house by the Smartkarma Engineering Team, with the view to continually extend and innovate the platform with agility.

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 Buy-side 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, Buy-side Investors typically pay more commission than necessary, or receive potentially biased research that is less likely to add value to their investment process. This historic 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.

What 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 between all members of the network, in several ways, to ensure that Insights provide the information the network deems relevant. For example, Insight Providers can utilise an elective 24-hour “Peer Review” tool allowing the Insight Provider community to review and comment before publication and distribution of their Insights to Investors, to potentially improve quality of content and/or mitigate the risk of inclusion of prohibited information such as material non-public information.