Why European Banks and Relationship Managers Choose CFRA Research

• CFRA can help you tackle MiFID II requirements head-on.
• CFRA does not:
  • have an asset management or investment banking arm.
  • manage money or make trades.
  • create financial products that compete with your firm or your practice.

• In-depth coverage of 68 industries and 11 sectors
• Qualitative coverage of 1,600+ global companies (including 320+ European companies)
• Quantitative coverage of:
  • 15,000+ global companies (including 3,900+ European companies)
  • 2,500+ global ETFs
  • 15,000+ global mutual funds
• Technical analysis of all NYSE/NASDAQ listed securities along with dozens of additional global equity markets
• In-depth coverage and analysis of public policy across the most heavily regulated sectors and market-impacting policy debates

Fundamental Research

• A style-box agnostic approach that evaluates companies across of matrix of fundamentals vs. expectations.
• Expectations framework driven by expected future cash flows leveraging both forensic accounting and fundamental analysis.
• A unique approach to company valuation that includes relative valuation, discounted cash flow, and sum-of-the-parts.
• Our proprietary STARS (STock Appreciation Ranking System) offers a fresh approach to equities analysis. STARS evaluates the immediate investment potential of the stock it covers, with emphasis on the timing of investment decisions.
• Our long-term, qualitative ratings provide stability and reliability through consistent ratings with extended holding periods—unlike competitors with frequent shifts—enabling well-informed, strategic decisions that support portfolio stability and align with your client retention goals.

Technical Research

• A top-down methodology with the primary market trend playing the largest role in determining overall equity allocation.
  • Identify the long-term primary market trend, specifically bull and bear markets
  • Pinpoint short-term trends to tactically allocate within the long-term trend
  • Determine market demand by organizing demand levels by sector, industry, stocks, and ETFs
• The foundation of our technical analysis is built on three key technical proprietary indicators:
  • Supply & Demand indicator
  • Market Breadth
  • Market Momentum analysis.

• Since inception in 1999, CFRA’s North American and European STARS rankings have outperformed the MSCI US EW index by 4.51%.
• In 2023, CFRA’s Sector Outlooks Model Portfolio outperformed the S&P 500 by 24% and has outperformed the index by 4.3% annually since inception in 1995.
• Since inception in 2010, a portfolio combining CFRA’s fundamental and technical ratings:
  • outperformed the S&P 1500 EW index by 1.6% in absolute return.
  • reduced standard deviation versus the benchmark by 26%
  • outperformed the benchmark by 52% in terms of risk adjusted return

*Past performance does not predict future results.​

• Tailored RaaS Solutions 
  • CFRA's RaaS provides custom, high-quality research integrations for banks through web-based platforms, APIs, and data feeds, ensuring seamless access across your organization.
• White Labeling for Brand Strength
  • Deliver CFRA’s trusted research under your brand, enhancing credibility and client trust with high-quality insights that protect your reputation.
• Cobranding for Added Value
  • Dual-branding with CFRA solidifies your reputation as a provider of expert insights, reinforcing client confidence and loyalty.
• Flexible Integration Options
  • CFRA's API and daily data feeds integrate effortlessly with your systems, delivering award-winning research in formats that suit your workflows.
• Localized European Language Support
  • CFRA’s translation services ensure research accessibility in multiple European languages, creating a personalized experience for your clients.