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Research. Education. Perspective.

Research Methodology

How we gather, verify and update the information we publish.

Last reviewed 2026-08-09

Scope

Our research covers investment vehicles, platforms, market structure and financial concepts. It is descriptive research intended to explain how things work, not a selection service.

Data collection

Platform information is collected from provider disclosures, fee schedules, offering documents, help centres and regulatory filings. Where a figure cannot be verified in a primary document, we mark it as unavailable rather than estimating it.

Verification

Each data point is checked against its source at the time of publication. A second editor re-checks numeric claims. The date of the most recent verification is displayed on the page.

Update cycle

Fees, minimums and eligibility terms are re-verified on a recurring cycle and whenever a provider announces a material change. Structural changes to a platform trigger a full re-review.

Limitations

Published terms change without notice, and provider disclosures are not always complete. Readers evaluating any platform should confirm current terms directly with the provider before acting.

Corrections

Errors identified after publication are corrected in place. See our Corrections Policy for how corrections are recorded.