Trust & Ethics
Research Disclosures
How FlowWealth research is produced, what it is, what it is not, and the conflicts we manage.
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The nature of our research
FlowWealth Research & Strategy produces independent investment research, macroeconomic analysis and financial education. Our publications express the analytical views of their named authors at the date of publication, based on information believed to be reliable at that time.
Our research is general in nature. It is prepared without regard to the investment objectives, financial situation or particular needs of any individual reader. Nothing we publish constitutes a personal recommendation.
Analyst certification
Each analyst who contributes to a FlowWealth publication certifies that the views expressed accurately reflect their personal analytical views about the subject matter, and that no part of their compensation was, is, or will be directly or indirectly related to the specific views expressed in that publication.
Conflicts of interest
FlowWealth maintains a conflict of interest policy governing personal account dealing by analysts and staff, and the firm's commercial relationships with entities covered in research.
Where a FlowWealth analyst holds a position in a security or asset class that is the subject of a research publication, or where FlowWealth has a commercial relationship with an entity covered, that interest is disclosed within the publication itself.
Sources and accuracy
Our research draws on publicly available data from official statistical agencies, central banks, exchanges, multilateral institutions and company disclosures. Sources are cited in every publication.
While we take reasonable care to ensure that information is accurate at the time of publication, we do not warrant its accuracy or completeness. Published statistics are frequently revised by their originating agencies after release.
Forecasts and scenarios
Where FlowWealth research contains forecasts, scenarios, base cases or probability estimates, these are analytical judgements rather than statements of fact. They may prove incorrect. Scenario probabilities, where stated, are our subjective assessments and are published so readers can substitute their own.
No representation is made that any forecast, scenario or estimate will be realised. Past performance is not a guide to future results.
What our research is not
FlowWealth research is not an offer or solicitation to buy or sell any security. It is not personalised investment advice. It does not constitute tax, legal or accounting advice.
FlowWealth does not manage client money and does not hold client assets. Where readers require advice specific to their circumstances, they should consult an appropriately licensed adviser.
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