Investment Research Resources That Actually Help
We've spent years building a library of practical materials—financial reports, market analyses, and research frameworks that our own analysts use daily. No fluff, just real tools for serious investors.
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What's Actually in the Collection
Quarterly Market Briefings
We publish detailed sector analyses every quarter. These aren't generic overviews—they're the same briefings our portfolio managers read. Current focus includes Irish equities, European bonds, and emerging tech sectors.
Financial Statement Templates
Honestly, financial analysis can be tedious. Our templates speed up the process without cutting corners. They include pre-built formulas for ratio analysis, cash flow modeling, and comparative valuation.
Industry Research Archives
Dating back to 2018, our archive covers pharmaceutical developments, renewable energy trends, and property market shifts. It's useful context when you're trying to spot patterns or understand cyclical movements.
Risk Assessment Frameworks
These guides walk through scenario planning and stress testing. We updated them after the 2023 banking turbulence—because theoretical risk models need regular reality checks.
Digital Tools We've Built
Beyond PDFs and spreadsheets, we've developed some practical digital resources. They're not fancy, but they work—and they're available to anyone using our materials.
Portfolio Tracker
Simple dashboard for monitoring holdings across multiple accounts. Imports transactions, calculates returns, and generates tax reports for Irish Revenue requirements.
Valuation Calculator
Runs DCF models, comparable company analysis, and dividend discount calculations. You input the assumptions—it handles the maths and sensitivity tables.
Market Alert System
Set custom notifications for price movements, earnings announcements, or regulatory filings. Gets data from ISEQ, LSE, and major European exchanges.
Research Note Library
Searchable database of our published notes and third-party research we've licensed. Filter by sector, date, or analyst. Download what you need when you need it.
Asset Allocation Models
Pre-configured portfolios based on different risk profiles and investment horizons. Starting points, really—you'll want to adjust them for your circumstances.
Learning Modules
Self-paced courses covering fundamentals through advanced topics. Each module takes 30-45 minutes and includes practical examples from actual Irish market situations.
Who Creates These Materials
Our research team has been working together since 2019. Most came from traditional finance roles—asset management, equity research, financial planning. They know what investors actually need because they've been there.
- All materials reviewed by CFA charterholders before publication
- Updated monthly to reflect current market conditions and regulatory changes
- Peer-reviewed by external analysts from partnering firms
- Tested with investor focus groups in Dublin and Cork
- Compliant with Central Bank of Ireland educational standards
We're adding new content throughout 2025—planned releases include sustainable investing frameworks in September and advanced options strategies in November. If you need something specific, let us know. We often build materials based on user requests.
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Saoirse Fionnuala
Head of Educational Content
"I've worked in financial education for twelve years. The best materials don't try to impress—they just explain things clearly and give people tools they can actually use. That's what we're building here."