Savvy Investor is designed for content outside of the scope of MiFID II. We curate papers from asset managers, consultants, professional bodies and academics. We only link to content which is freely available online. We don’t publish content relating to individual securities and we don't partner with investment banks to distribute their research. 

Details can be found on our Privacy Policy page.

Savvy Investor is a content platform for institutional investors and their service providers. We curate the world's best content from across the industry and host it in a single location, free to access. As the world’s leading platform for the distribution of white papers and thought leadership to institutional investors, we help our 60,000 members to work smarter. For more information, visit "Who is Savvy Investor for?" or Section 2 of the Terms and Conditions.

Your home page is personalised to your interests. The content displayed on this page is consistent with the topics you follow and your geographic location. You can change your 'followed topics' at any time by visiting your topic preferences.

Each partner company has one or more "Company Managers" who oversee the company's activity on the site and control which employees are authorized to write content "in the company name".

Visit our 'Company Manager FAQ' for more information.

Content on Savvy Investor is posted in the name of the company. Individual employees of Approved Companies can post content if they are authorised to do so by the Company Manager. Visit publishing and content for more information.

When you see a particularly interesting post and want to refer back to it later, click "save to library" and the item will be bookmarked in your library folder.

The "contributions" tab is is where you can see a record of all your posts for which you were the original author. If you want to see all posts for your company, visit your company page.

Visit your preferences page to improve the way in which the site is tailored to your needs. For more information visit preferences FAQ.

If you visit your log-in details on your user profile you may change your time zone. This will change the timings reported for activity on the site.

If you enter your password incorrectly five times, you will be locked out of the site. To get back in, click "forgot password", generating an email verification to reset your password. Otherwise, you need to wait six hours to try your password again.

Someone in your company is likely to have written an article or paper of interest to the community. This content may be available on your website or in PDF format. You can leverage this work many times over by simply writing a short commentary and posting a link to your paper or web-page.

If you are an approved company, you can publish content. To do so, simply go to the publish page and click "paper". To enquire about becoming an approved publisher, please email stuart.blake@savvyinvestor.net

The search box at the top of the page offers a number of different search types. You may search on 'all results' or select a specific content type for your search. Spelling has to be exact.

If you enter two keywords, this will search for posts containing BOTH words. 

When you partner with Savvy Investor, via an Elite or Premium partnership, we will help you generate brand awareness and lead generation from a high quality investor audience. For further information visit the advertising overview or download our media pack.

The Savvy Investor platform has been designed and optimized to allow investment professionals around the world to share knowledge and build relationships effectively, whilst maintaining compliance with regulatory requirements, This includes:

• Data Protection Compliance, e.g. European and UK General Data Protection Regulation (GDPR)
• Investment Compliance, e.g. relating to SEC/FINRA in the United States and the UK’s FCA.

Our compliance framework has been designed to cater for the needs of a variety of different investor types, operating within a multitude of other jurisdictions, including those in the US, UK, Canada, Australia and Europe. We believe we have optimized our compliance solution to all allow employees of all regulated investment institutions to participate fully in the site.

DATA PROTECTION AND GDPR FRAMEWORK

The Savvy Investor platform has been designed to allow investment marketers to promote their content and generate leads from within the Institutional Investment industry, whilst maintaining compliance with data protection laws and regulatory requirements around the world. This includes General Data Protection Regulations (GDPR). For full details of our framework for the processing and sharing of personal data with our partners, please download the PDF or contact legal@savvyinvestor.net

INVESTMENT COMPLIANCE FRAMEWORK

To read our analysis of the key regulatory issues and the solutions that we have put in place, please download the PDF or contact legal@savvyinvestor.net

MIFID II 

Content published on Savvy Investor is outside of the scope of MIFID II. We curate content written by asset management firms, investment consultants, professional bodies and academics. We only link to content which is freely available online. We don’t publish research on individual securities and we don’t partner with investment banks to distribute their research. To discuss further, please contact legal@savvyinvestor.net

The Savvy Investor Content Team has identified thousands of articles and papers of interest to institutional investors. Articles have been categorized and tagged, with links to the original sources. All of these links are searchable on Google, but our aggregation provides members with a more intelligently indexed search, providing a taxonomy which enables users to quickly identify relevant resources, bringing kudos and traffic to linked sites. If you do not welcome our links to your website, you may contact legal@savvyinvestor.net and request removal.

Our sidebar banners typically receive around 10,000-15,000 impressions per month. If you are interested in advertising on the site, please contact business@savvyinvestor.net. Banner advertising is best suited to brand awareness and costs $700 per month. We only allow advertising aimed at institutional investors.

The sidebar banners displayed on topic pages are those which have been purchased for that topic category. In addition, banners are displayed throughout the site, tailored to the interests of the user and based on the topics which the user follows. (Please note that banners assigned to parent topics e.g. "alternative investments" will appear less frequently on personalized pages, as parent topics are only deemed to be "followed" if the user follows all of the underlying sub-topics).

Banners must relate to the professional activities of members, be B2B not B2C, help maintain the look and feel of the site and not be unreasonably distracting.  Banners which are considered not to meet these requirements will be removed.

Sidebar banners may be submitted in any dimensions but height may not exceed width.

Your banner will be displayed at 300 pixels wide by 250 pixels high.

You may also upload at 600(w)x500(h) to cater for higher resolution screens.