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Solutions
- Research Type
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - Public Policy & Legal ResearchIdentify opportunity and risk driven by public policy and the courts.
  - Technical ResearchGiving you confidence to navigate any market cycle.
Who We Serve
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
  - Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
  - Individual InvestorsSelf-directed individual investors
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Research Type: Policy & Legal

Spring 2023 Regulatory Agenda: Financial Highlights

Spring 2023 Regulatory Agenda: Financial Highlights

Policy & Legal, Research

The Biden administration released its latest semiannual regulatory agenda...

Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Policy & Legal, Research

We remain skeptical the Securities and Exchange Commission (SEC) will announce...

Oil & Gas: What to Watch in May

Oil & Gas: What to Watch in May

Policy & Legal, Research

In May we take a look at biofuels and the outlook for oil & gas mergers...

[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

Policy & Legal, Research

The FTC is proposing to ban Meta Platforms (META) from monetizing data...

IRA Update: Odds of Near-Term Changes Low

IRA Update: Odds of Near-Term Changes Low

Policy & Legal, Research

Odds of material changes to IRA before 2025 remain small...

[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

Policy & Legal, Research

Ninth Circuit Court of Appeals’ decision to largely uphold the...

[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

Policy & Legal, Research

No relief for PBMs [CVS (CVS), Cigna (CI),...

[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

Policy & Legal, Research

Senate Majority Leader Chuck Schumer (D-NY) announced...

ERCOT Reform: House State Affairs Unveils PCM Proposal

ERCOT Reform: House State Affairs Unveils PCM Proposal

Policy & Legal, Research

House State Affairs Committee Chair Todd Hunter(R) rolled out...

Crypto Crackdown Continues, Congress to Remain on the Sidelines

Crypto Crackdown Continues, Congress to Remain on the Sidelines

Policy & Legal, Research

The SEC brought charges against Bittrex...