More than 230,000 individual private investors have visited our website this year, alongside 40,000 professionals, more than double the number we saw in the same period last year - in large part thanks to improved SEO.
Many of our readers manage their own SIPP and ISA portfolios via the UK's retail investor platforms, with which we have strong relationships.
Users typically spend 8-10 minutes reading our fund research about the investment trusts we cover, and are particularly interested in our investment trust ratings, discount opportunities, inflation and (obviously given the current environment) trusts that offer uncorrelated returns or a degree of capital protection.
Our userbase includes a large cohort of older high net worth individuals with portfolios in excess of £250,000 as well as a large number of younger investors aged between 25-35, taking their first steps in investing.
Our direct relationships with wealth managers continue to flourish, and our recently expanded sales team is now back out on the road across the country, talking about our client trusts to our carefully curated database of more than 3,500 discretionary wealth managers.
A cleaner look on the homepage designed to allow us to promote a more diverse range of content including strategy articles, fund profiles, advertorials, events, videos and podcasts. Fund profiles now feature a 'fund history' panel, designed to allow our readers to understand the story of a trust as it unfolds on our site over the years.
Our new MI documents allow you to see how our research on your trust has performed relative to other research on the site, as well as showing you the companies your professional readers work for, and platforms, wealth and location data for private investors. In September we launched a portal allowing our clients to access this MI directly at any time.
A new infographic to visualise the key characteristics of a trust showing you at a glance how a trust scores on risk, consistency, performance, downside protection and diversification.
Our recently launched podcast series cuts through the dry grass with engaging, fun and useful conversations led by our specialist retail content team and published via our website, iTunes and Spotify.
All of our digital events are published via our YouTube channel, and we are in the process of introducing a new video product featuring interviews, conversations and updates with fund managers and investors, again targeting our retail audience with engaging and useful content.
Our newly revamped education centre is designed to help investors understand the options that are available to them and to give them the knowledge and understanding they need to invest with confidence. Featuring twelve guides (and counting) and promoted via the Dianomi network to reach readers of the UK's national newspapers, each guide typically sees readership figures in excess of 1,800 individuals, spending more than seven minutes expanding their comprehension of the investment trust universe.
More ways to reach the public
Our relationship with the press and investor platforms continues to flourish and we continue to seek new ways to reach investors outside of the Kepler Trust Intelligence ecosystem. Our content appears regularly in all of the outlets listed below...
Newspapers, blogs & journals
Platforms, portals and terminals
The London Stock Exchange
Brown Shipley (buy list)
Targeted campaigns via Twitter
Dianomi (reaching the national financial press)
As our client base and our audience has grown, we've worked hard to put the resources in place which are required to maintain the quality of our output - which is rated more highly than that of any other investment trust research provider according to the UKITS study, an ongoing market research exercise published by Research in Finance*. We have hired three analysts and a retail content specialist in the last twelve months.
Our investment trust research team
Our investment trust sales team
Some facts and figures about our website...
Professional users in 2022
Private investors in 2022
Events sessions attended
Followers per trust (on average)
Investment trusts are clients of Kepler Trust Intelligence
The combined assets under management of our clients
More to come
We are constantly seeking ways to improve our proposition; here are a few of the things we are working on at the moment...
Our first live event, targeting younger wealth managers, will be held in the Autumn and provides an opportunity for networking with key potential investors complemented by a live-streamed version of the presentations which will be viewed by a large number of private investors.
Allowing you to upload documents and media to be displayed alongside our research, benefiting from exposure to the traffic which is already flowing through these pages
Quant based comparison tools allowing users to search our database of trusts for those which meet specific criteria, and to create shortlists allowing them to compare the trusts they are interested in on key criteria - including our proprietary spider chart profiles