Question-led research
Working principle
Begin with the investor’s question. Organise information to help explore it, rather than presenting material without a clear purpose or context.
- RQ
How investment research stays question-led | Senvariquen
A research assistant should make complex information easier to examine without obscuring uncertainty or taking decisions away from the investor. These working principles guide the product. It supports investment research, does not execute trades and is not professional financial advice.
Evidence and context
Research capability
Help users examine relevant information alongside assumptions, limitations and the wider portfolio considerations that may influence interpretation.
- EC
Scenario comparison
Research capability
Support a structured comparison of possible conditions while making clear that scenarios are exploratory tools, not forecasts or promises.
- SC
Independent judgement
Product principle
Keep responsibility with the investor. The experience is intended to support further thought and checking, not to make a personal financial decision.
- IJ