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Taylor & Francis

Prepare your manuscript for Investment Analysts Journal.

Review the checklist, choose your article type, and turn your draft into a cleaner submission package.

Checked 2026-08-01
Check readiness freePrepare this manuscript

Article types

Review
Editorial
Systematic Review
Letter
Lectio

Readiness requirements

Review the key details below, or download the complete checklist with every stored source-backed requirement.

Abstract length

  • Provide an author-written abstract of no more than 100 words.
  • The title of the article should be repeated on the second page, and be followed by an abstract of approximately 100 words.

Keywords

  • Keywords must also be included.

Reference style

  • Articlo formats your supplied references to the journal's stored style and checks that citations match the reference list; source validity is not verified.
  • A distinction should be made between footnotes and references.
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  • References should be listed at the end of the article in alphabetical order according to the family names of the first mentioned authors.
  • Where applicable, this should include the hyperlink, DOI or other persistent identifier associated with the data set(s).
  • The APA reference system should be used.
  • A declaration must be included within the submission stating: Confirmation the authors take full responsibility for the integrity of the whole content, including accuracy of references.

Figure and table rules

  • Keep every figure and table numbered, captioned, and cited in the manuscript. Keep figures embedded; Articlo also extracts numbered source files for the package.
  • The approximate position in the text of figures and tables should be indicated as follows: INSERT FIGURE 1 ABOUT HERE 8.
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  • Tables of statistical data should be kept as clear and brief as possible.
  • All tables should be supplied in editable format (either in Excel or MS Word).
  • Figures, charts and tables should be submitted on separate pages.

Funding statement

  • You should declare only the acquired funds and grants that are directly relevant to the work reported in your article; for example, This work was supported by the [Funding Agency #1] under Grant [number xxxx]; [Funding Agency #2] under Grant [number xxxx]; and [Funding Agency #3] under Grant [number xxxx].

Competing interests

  • Include or confirm the competing interests required by the journal. Articlo checks this item and flags anything that still needs author input.

Data availability statement

  • Include or confirm the data availability statement required by the journal. Articlo checks this item and flags anything that still needs author input.

Blinded manuscript

  • Include or confirm the blinded manuscript required by the journal. Articlo checks this item and flags anything that still needs author input.

Cover letter

  • Include or confirm the cover letter required by the journal. Articlo checks this item and flags anything that still needs author input.

Author contributions

  • Submitting authors should be prepared to submit CRediT roles for themselves and their co-authors (where applicable) as part of the submission process.

Title page and author information

  • The first page of the document should be a title page stating: title, author(s), and affiliation(s).

Article structure and word limits

  • In-line equations in MS Word, typed in Cambia Math font 10pt, must be used.
  • Editorial: Articles must be typed in MS Word, double spaced with default margins, typed in Times New Roman font (12 pt.) and be in final form for consideration by the Editorial Committee.
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  • Review: These instructions will ensure we have everything required so your paper can move through peer review, production and publication smoothly.
  • Investment Analysts Journal – Instructions for authors Use these instructions if you are preparing a manuscript to submit to the Investment Analysts Journal.
  • Your research funder or your institution may require you to publish your article open access.
  • Use our APC finder to view the APC for this journal.
  • Mathematical notations should be selected so as to simplify the typesetting process.
  • An attempt should be made to limit the number of charts included in any article.
  • Excel spreadsheets containing the charts and the data used to generate the graphs should accompany the submission.
  • Equations must be submitted in an editable format (no images).
  • A declaration must be included within the submission stating: Originality and accuracy of content has been confirmed by the authors.
  • Authors must provide full methodological details and adhere to relevant reporting guidelines where applicable.
  • Authors must retain the original and revised versions which must be shared upon request.
  • The PLSP guidelines for authors must be followed at all times.

Reporting guidelines

  • Include or confirm the reporting guidelines required by the journal. Articlo checks this item and flags anything that still needs author input.

Preprints and prior publication

  • If you have shared an earlier version of your Author’s Original Manuscript on a preprint server, please be aware that anonymity cannot be guaranteed.

Artificial intelligence disclosure

  • Add or confirm the author-written Artificial intelligence statement; Articlo flags it if author input is still needed.
  • Please include a statement disclosing whether and how generative AI has been used in the research and manuscript preparation process.
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  • Use of AI tools as part of ethical research studies is permitted.
  • A declaration must be included within the submission stating: The name and version number of the AI tool used.
  • Systematic Review: Use of AI tools as part of ethically conducted literature reviews, systematic reviews, meta-analysis and bibliometrics studies is permitted.
  • Use of AI tool assisted plain language summaries (PLS) of authors own work is permitted.
  • Please read our guidance on using AI tools in your research and manuscript preparation to understand scenarios where their use may be permissible, and the required information that must be disclosed.
  • A declaration must be included within the submission stating: Confirmation the authors have checked terms of use for the specific AI tool used, and therefore confirm suitability for publication.

Language and text style

  • Submissions should be in English and should normally not exceed 7 500 words.

Article type and manuscript length

  • Footnotes, elaborations or explanations of the main text, should be numbered and should appear at the end of the article, not at the bottom of the page to which they relate.

Study reporting guidelines

  • Authors must provide full methodological details and adhere to relevant reporting guidelines where applicable (e.g. CONSORT-AI, STARD-AI, GAMER, TRIPOD-AI, etc).

Manuscript structure

  • Authors must retain full records of the methods undertaken, including full descriptions and records of the prompts used, which must be shared with the journal upon request.
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What your package checks

Abstract: 100 words
Declarations: Artificial intelligence

Source transparency

This preparation guide uses published journal-specific author requirements. Journal instructions can change, so authors should complete a final review before submission.

Open official guideline source