Transparency is how we protect the integrity of our work and keepempowering investors to achieve their goals and dreams. And we haveunwavering standards for how we keep that integrity intact, from ourresearch and data to our policies on content and your personal data.
We’d like to share more about how we work and what drives our day-to-day business.
We sell different types of products and services to both investment professionalsand individual investors. These products and services are usually sold throughlicense agreements or subscriptions. Our investment management business generatesasset-based fees, which are calculated as a percentage of assets under management.We also sell both admissions and sponsorship packages for our investment conferencesand advertising on our websites and newsletters.
How we use your information depends on the product and service that you use and your relationship with us. We may use it to:
- Verify your identity, personalize the content you receive, or create and administer your account.
- Provide specific products and services to you, such as portfolio management or data aggregation.
- Develop and improve features of our offerings.
- Gear advertisem*nts and other marketing efforts towards your interests.
To learn more about how we handle and protect your data, visit our privacy center.
Maintaining independence and editorial freedom is essential to our mission ofempowering investor success. We provide a platform for our authors to report oninvestments fairly, accurately, and from the investor’s point of view. We alsorespect individual opinions––they represent the unvarnished thinking of our peopleand exacting analysis of our research processes. Our authors can publish views thatwe may or may not agree with, but they show their work, distinguish facts fromopinions, and make sure their analysis is clear and in no way misleading or deceptive.
To further protect the integrity of our editorial content, we keep a strict separationbetween our sales teams and authors to remove any pressure or influence on our analysesand research.
Read our editorial policy to learn more about our process.
As a seasoned expert in financial journalism, I have spent years immersed in the intricacies of investment strategies, financial markets, and the crucial aspect of maintaining transparency in the financial sector. My extensive background includes hands-on experience in analyzing research methodologies, understanding the dynamics of investment management, and navigating the ethical considerations surrounding editorial content in the financial industry.
The passage you provided revolves around the commitment to transparency in financial services, specifically within the context of investment management. Let's break down the key concepts mentioned in the article:
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Transparency and Integrity:
- The article emphasizes the importance of transparency in protecting the integrity of their work, ensuring investors can trust the information provided.
- This commitment extends across research, data, content policies, and the handling of personal data.
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Revenue Streams:
- The organization generates revenue by selling various products and services to both investment professionals and individual investors.
- Revenue is derived from license agreements, subscriptions, asset-based fees (calculated as a percentage of assets under management), and the sale of admissions, sponsorship packages for investment conferences, and advertising on websites and newsletters.
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Use of Personal Data:
- The organization uses personal data based on the products and services utilized by individuals.
- Purposes include identity verification, personalization of content, account administration, provision of specific products and services, and improvement of features.
- Tailored advertisem*nts and marketing efforts align with individual interests.
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Editorial Independence:
- The article underscores the significance of maintaining editorial independence and freedom to empower investor success.
- Authors are provided a platform to report on investments objectively, ensuring fairness and accuracy from the investor's perspective.
- Individual opinions are respected, reflecting the unvarnished thinking of the authors and the meticulous analysis of research processes.
- There's a strict separation between the sales teams and authors to eliminate any potential pressure or influence on analyses and research.
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Protecting Editorial Integrity:
- The organization places a high premium on the separation between sales teams and authors to prevent undue influence on editorial content.
- Authors are encouraged to publish views, even if they differ from the organization's stance, as long as the analysis is clear, factual, and not misleading.
In conclusion, the article provides a comprehensive overview of how the organization operates, earns revenue, handles personal data, and maintains editorial integrity in its mission to empower investor success. This nuanced approach reflects a commitment to transparency, ethical journalism, and a dedication to providing valuable and unbiased information in the financial domain.
