Case Study, Fundamental

25 Years of Outperformance: How CFRA Delivers Alpha & Mitigates Risk

Paul Beland, Global Head of Research – Wealth Management
07 March 2025

Summary

For 25 years, CFRA has delivered superior investment insights, consistently generating alpha across market cycles. This case study breaks down the performance of CFRA’s STARS ratings, showing how financial advisors, RIAs, and investment professionals have leveraged our research to enhance client satisfaction, drive AUM growth, and stay ahead of the competition.

What You’ll Learn:

  • How CFRA’s research has generated 4.4% alpha on Strong Buy stocks since 1999;
  • How forensic accounting insights help mitigate investment risks (7.3% alpha on Strong Sell ratings);
  • Why 1,652 companies are covered using a multidisciplinary research approach;
  • How sector allocation strategies contribute to market outperformance;
  • Why CFRA’s 63% sector model hit rate has helped financial professionals optimize portfolios.

Get exclusive insights into CFRA’s research-backed strategies and how they can help you drive better investment outcomes.


Download The Case Study Now

Solutions

Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies.

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