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Free Gatekeepers report on fund research

Last year, the Gatekeepers report caused a stir in the industry by shining a light on bias in fund ratings.

As well as a variety of practical information for advisers, the second annual Gatekeepers report (due in July) will be supplemented by financial advisers’ views on investment planning, asset allocation and their thoughts on research houses, consultants and ratings agencies in the market.

Adviserlounge readers are invited to complete the survey and have their views included. The survey will take no more than 2 minutes to complete and it is completely anonymous. Complete it at

In return for their thoughts, advisers will receive a complementary issue of the Gatekeepers for Advisers report as well as a summary of the survey findings.

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