Full-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
Solutions
Empowering tomorrow's financial solutions today
Client Types
Institutional Investors
Hedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
Research Types
Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies
Confidently build portfolios and identify trading opportunities with our qualitative coverage of more than 1,600 companies and quantitative coverage of an additional 13,000+ global companies. We also maintain 15 stock and ETF model portfolios in addition to 5 ESG model portfolios with track records ranging up to 24 years.
ETF Data & Analytics
Data and analytics you need to navigate the ETF universe
Gain powerful insight into the global ETF universe by quickly analyzing flows and identifying new product or investment opportunities with our specialized ETF holdings database and proprietary classification framework featuring nearly 100 granular categories.
ETF & Mutual Fund Research
A forward focused, holistic approach to fund insights.
Fund insights focused on the future, not the past. Along with relevant trailing analysis, our unique approach to ETF and mutual fund ratings incorporates forward-looking indicators to identify funds with the highest likelihood of outperformance.
Forensic Accounting Research
Understand implications of public company financial reporting
Generate alpha and avoid costly portfolio blowups through our extensive coverage of companies we believe to have significantly poor quality of reported financial results, operational metrics, and corporate governance problems.
Public Policy Research
Identify opportunity and risk driven by public policy
Assess and quantify investment opportunities and risks arising from market-moving public policy events that impact financial markets including legislative, regulatory, judicial, and political developments across all levels of government.
Technical Research
Giving you confidence to navigate any market cycle
Gain the confidence to navigate any market cycle with our time-tested, data-driven technical research based on supply and demand that measures the internal strength of the markets, sectors, industry groups, and individual issues.
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