Independent research, professional investment intelligence and selective analytical support.
The Literate Investor serves investment professionals through three complementary activities, each grounded in independent research judgement.
Research & Ratings
Independent research covering open-ended funds and investment trusts, supported by proprietary quantitative analysis, substantive manager due diligence and forward-looking investment judgement.
Our highest designation, TLI Premier™, is reserved for strategies demonstrating a compelling overall research case.
Adviser Intelligence
Free market commentary, investment perspectives and professional discussions designed to help financial advisers and investment professionals stay informed.
Our editorial programme includes market briefings, live adviser discussions and longer-form investment perspectives.
Investment Consultancy
Selective, bespoke investment research, analytical support and independent challenge for professional firms.
Each potential engagement is considered individually, taking account of scope, available capacity and potential conflicts of interest.
Commercial services do not determine TLI’s independent research conclusions. Investment managers cannot purchase a Premier rating; any subsequent licensing of the designation is separate from the research decision.
For investment professionals only. The Literate Investor Limited is not authorised or regulated by the Financial Conduct Authority and does not provide personalised investment advice to retail investors.
