AM Insight’s mission is to enable fund researchers and their clients portfolios to thrive in the digital world. This mission inspires us to deliver innovative solutions and valuable insights that help you deliver industry-leading client outcomes.
We want to be a force for positive change. The industry’s move towards sustainability and ESG is exciting, but we are equally concerned by greenwashing. We are driven by our values and we welcome collaboration as we know we can achieve more together.
Lucy Walker is an award-winning fund researcher. Before leaving the industry in 2020 to launch AM Insights, she was featured as 1 of only 11 in the UK in Citywire’s 100 most influential names in pan-European fund selection.
She has been regularly featured in numerous industry-leading publications, and in 2018 was a finalist for the Women in Investment, Fund Manager of the Year award and in 2016 won Portfolio Advisor’s Platinum Multi-Asset Wealth Manager Award. Today as well as running AM Insights, Lucy also sits on the boards of Aurora Investment Trust as Deputy Chair and Henderson International Income Trust as NED.
“As a fund researcher you have to keep track of hundreds of funds, whether the ones you own, or just keeping an eye on. I found the tools available made this harder, not easier.
That's why I built AM Insights. To give fund researchers an easy way to track their funds, with automated alerts so they don't need to worry about missing anything, and hopefully freeing up more time to do the deep research we all want to do more of.”
And knowing how to interpret it in the context of their role. What would be the impact be? Better market awareness, better prep for meetings, more valuable conversations, more identified risks and opportunities.
AM Insights is used by Fund Researchers, Fund Sales, Investment Managers and Executives.
Find out how we help:
Maximise conversations with clients by truly adding value
Minimise the noise and focus on the areas that matter