Company intelligence
Practical, source-linked research frameworks for analysts reviewing insurers, brokers, MGAs, reinsurers, fintechs, banks, and asset managers. Use them to structure company snapshots, due diligence notes, market maps, competitor scans, and public-source research.
Each report points researchers to public registers, filings, directories, and company disclosures.
Every page includes a snapshot, business model notes, public signals, and a checklist.
The reports are research frameworks, not ratings, recommendations, legal advice, or investment calls.
A practical analyst framework for researching an insurance company using public sources, regulatory registers, financial filings, ratings context, ownership signals, and business-line checks.
A structured broker research checklist covering authorisation, ownership, placement model, revenue mix, specialisms, acquisitions, client segments, and market access.
A practical MGA research framework for checking capacity providers, delegated authority, underwriting control, claims authority, product focus, and distribution risk.
A reinsurer research framework for analysts comparing capital strength, retrocession, catastrophe exposure, casualty reserves, specialty appetite, and renewal-cycle positioning.
A practical fintech research guide covering authorisation, revenue model, customer acquisition, funding, regulatory exposure, unit economics, partner banks, and operational risk.
A due diligence checklist for reviewing insurance businesses across authorisation, ownership, underwriting, claims, distribution, capital, data, and operational controls.
A structured checklist for researching banks, asset managers, fintechs, brokers, and listed finance businesses using filings, registers, business-model checks, and public risk signals.