Ineichen Research and Management

What Ineichen Research and Management does

Ineichen Research and Management AG ("IR&M") is an independent, founder-owned investment research firm headquartered in Oberaegeri, Zug, Switzerland, founded in 2015 by Alexander M. Ineichen, who remains the sole owner. The firm produces subscription-based research focused on nowcasting and risk management, targeting institutional and professional investors — explicitly including pension funds and hedge fund allocators — with content delivered exclusively via email on an annual billing cadence. No public pricing is disclosed and a three-month trial is available to qualified investors through a verifiable-affiliation gate.

The core offering is a Risk Management Research subscription comprising multiple publication types: the flagship Risk Management Research Update (12–15 issues per year, 60–120 pages), thematic reports (2–4 per year, 20–80 pages), flash updates (25–50 per year, 1–25 pages), earnings momentum monitors (25–40 per year), and price momentum monitors (45–50 per year). The underlying methodology is proprietary and branded as "nowcasting" — a fact-anchored alternative to forecasting that integrates fundamental, technical, and sentiment analysis through a suite of proprietary economic models and multi-factor scoring systems spanning macro, equity, FX, and commodities markets across countries, sectors, industries, and themes.

IR&M operates as a boutique firm with 1–10 employees, no external funding, no partnerships or channel intermediaries, and no public disclosure of revenue or subscriber count. The firm's GTM is sales-led and direct: all distribution is via email, marketing is conducted through the company website, the founder's Substack and personal website, book publications (Absolute Returns, 2002; Asymmetric Returns, 2006; Applied Wisdom, 2021), and selected media placements. The business model is single-segment and single-channel by design, with the founder's personal brand functioning as the primary acquisition and retention asset.

Name

Ineichen Research and Management

Legal name

Ineichen Research and Management AG

Website

https://ineichen-rm.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Ineichen Research and Management AG is an independent, founder-owned Swiss investment research firm providing subscription-based nowcasting and risk management research to institutional and professional investors, delivered exclusively via email and underpinned by proprietary scoring models.

Ownership category

akta.pro rank

Product category

Investment Research Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Investment research
• Risk management
• Nowcasting research
• Hedge fund research
• Market analysis

Headquarters

HQ city

Oberagger

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Subscription Research: Subscription-based risk management and nowcasting research. Subscribers receive roughly one email per week consisting of 2-4 thematic reports (20-80 pages), 15-25 risk management updates (60-120 pages), 25-50 flash updates (1-25 pages), 25-40 earnings momentum monitors (3 pages), and 45-50 price momentum monitors (8 pages) per year. Distribution is via email.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Ineichen Research and Management (IR&M) is an independent research firm that provides subscription-based investment research focused on nowcasting and risk management for institutional and professional investors. Its core service is the Risk Management Research subscription, delivered via email approximately once per week, comprising thematic reports, risk management updates, flash updates, earnings momentum monitors, and price momentum monitors.

Product overview

Ineichen Research and Management (IR&M) offers a subscription-based research service focused on investment risk management and nowcasting. The core offering is the Risk Management Research service, which includes the flagship Risk Management Research Update (12-15 publications annually), supplemented by Flash Updates (1-3 per week), Earnings Momentum Monitors, and Price Momentum Monitors. The firm also publishes books including Applied Wisdom, Asymmetric Returns, and Absolute Returns, which together form the author's manifesto for active risk management. Research is delivered via email to institutional and professional investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Risk Management Research Subscription-based research service delivering comprehensive risk management and nowcasting analysis to institutional and professional investors. Includes thematic reports (2-4 per year, 20-80 pages), risk management updates (15-25 per year, 60-120 pages), flash updates (25-50 per year, 1-25 pages), earnings momentum monitors (25-40 per year, 3 pages), and price momentum monitors (45-50 per year, 8 pages), distributed via email.
• Applied Wisdom An anthology of 5000 years of human wisdom applied to survival and uncertainty, featuring 700 witticisms applied to economics, politics, history, philosophy, mass-psychology, finance, risk management, uncertainty, the universe, and everything. Published November 2021.
• Asymmetric Returns: The Future of Active Asset Management A book claiming that active investment approaches can yield higher sustainable returns with lower downside volatility than passive long-only strategies, presented as a manifesto for active asset management. Published in 2006.
• Absolute Returns: The Risk and Opportunities of Hedge Fund Investing A book describing an investment philosophy regarded as the opposite of traditional relative return approaches, focusing on absolute returns and active risk management. Published in 2002.

Quantifiable outcome

• 12 to 15 comprehensive risk management research publications per year
• +5 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Recent moves6 records

Expansion highlights4 records

Others

• AIMA (Alternative Investment Management Association): Global hedge fund industry association that publishes educational guides and research including AIMA's 'Roadmap to Hedge Funds', to which the firm's founder contributed — comparable as an ecosystem participant in the same institutional content niche.

Direct peers

• BCA Research: Independent macro research firm providing subscription-based investment research to institutional investors globally — the closest comparable in terms of product, customer base, and subscription distribution model.
• Strategas Research Partners: Institutional research firm offering macro, policy, and technical analysis on a subscription basis — directly comparable in its institutional research subscription product.
• Variant Perception: Independent subscription research firm focused on macroeconomic themes for institutional investors — comparable in its boutique, research-only model and recurring subscription monetization.
• Bianco Research: Independent macro research subscription firm delivering research notes to institutional clients — directly comparable in product format and target customer profile.
• Ned Davis Research: Subscription-based independent quantitative research provider to institutional investors, comparable in its recurring-revenue model and focus on market analytics and risk.
• HFR (Hedge Fund Research): Provider of hedge fund indices and subscription research on hedge fund performance and industry trends — directly comparable in its institutional research focus on hedge fund investing and risk.
• GaveKal Research: Independent macro and strategy research firm serving institutional investors with subscription research — comparable in subscription model and institutional client focus.

Regional players

• Hulbert Financial Digest: Long-running subscription service curating and rating investment-research newsletters for retail and professional audiences — comparable as a subscription research curator but more U.S.-centric and retail-oriented.

Emerging players

• Real Vision: Subscription financial education and expert-research platform targeting sophisticated investors — comparable as an alternative subscription channel for institutional-quality research, though content-format differs (video/interview).

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/alexanderineichen
• LinkedInlinkedin.com/company/ineichen-research-and-management-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ineichen Research and Management