Any client can call us to ask for more information on any macroeconomic topic they wish, and we will always try to help as quickly as time and capacity allows. But to secure that more bespoke service on a regular basis, some clients choose to add a number of economist......

Albourne is committed to: Non-discretionary advice Fixed fee pricing Independence Albourne believes in promoting alignment and avoiding conflicts...

relevant regions

• Asia
• Middle East
• North America
• Western Europe

Our team of economists regularly answer queries related to our publications for subscribers to our macro, regional and sectorial services. If you want more tailored analysis and a more personal touch, our consultants’ time can be accessed in two ways: Ad hoc queries – perhaps you just need some economic analysis on......

With over 30 years of industry experience and the largest Canadian investment fund database, Fundata is able to offer in-depth, precision and custom analytic solutions. Expertise and industry intelligence enable our consultants to offer valuable data-driven analytical solutions customized to the specific needs of our clients. We transform raw data into meaningful......

Search for content the way your or your users want Search by tickers, names Get up to 10,000 stories per API call for stocks, cryptocurrencies by name or tickers, and for commodities, private companies, foreign exchange, indices, people and more by name. Search by countries, sectors, industries Based on geography where the user is located......

relevant regions

• Western Europe

Create a high-quality APL based on different investment styles and goals, including retirement-specific APLs for yield, capital growth and risk control objectives....

relevant regions

• Oceania

All-In-One Platform Tegus offers a single platform to access, search and surface a breadth and depth of insights you won’t find anywhere else. Together with Canalyst, our platform will deliver fundamental data and insights including expert call interviews, financial models and benchmarking, as well as public financials and event transcripts—all integrated......

relevant regions

• North America

Our position at the nexus of Australia’s financial advice and investment industry enables us to provide practical insights that add real value to your investment and advice solutions....

relevant regions

• Oceania

Why is it so difficult to have confidence that you are getting the best return from your investments? The objective of investing is to get the best return.  In fact, it’s a bit more complicated; you want the best return available without taking too much risk. Our charity team works alongside CEOs,......

relevant regions

• Western Europe

Global coverage Build your watchlist to get personalised stories or get trending stories for the asset classes you track. Our coverage includes stocks, commodities, foreign exchange, indices, bonds, sectors, cryptocurrencies, countries, and more. News, tweets and research Access news stories, tweets, and research for your portfolio and watchlists. Easily create new watchlists with your topics......

relevant regions

• Western Europe

Commercial intelligence Sector analysis Stakeholder & competitor mapping Intelligence on bidding dynamics ...

relevant regions

• Middle East
• North America
• Western Europe

Our clients benefit from our project consultants wealth of experience in applying economic reasoning to tackle real issues. Our clients’ challenges are broadly either internal or external: Internal – shining economic light on all aspects of strategic business planning to support board and senior management decisions External – economic evidence to influence customers, employees,......

A pedigree approach. Enhance Consultancy works closely with our clients to thoroughly grasp their individual circumstances and vision and, together with their trusted advisors, offer insights and expertise to build a suitable and optimally performing investment portfolio. With senior industry experience, demonstrated by CFA and CISI accreditation, our Advisory Team offers strategic......

relevant regions

• Western Europe

PMC provides in-depth consulting to guide advisors through the various decisions involved in building an optimal portfolio. PMC can also help enterprises design and monitor wealth management programs and ensure fiduciary responsibilities are consistently met. CIO Support and Investment Consulting Services On top of managing and growing an advisory business, understanding and......

relevant regions

• North America

Based on the most up-to-date information from a wide range of reliable international and local news and NGO sources, investors can access our Controversies Research through Sustainalytics’ Global Access portal. Our controversy assessments can be used alone for screening or engagement, or they can be used in conjunction with ESG......

These qualities have long been embraced by investors as potential sources of investment risk and, more recently, opportunity. Looking at corporate governance through a broad investment lens, our research can support your assessments by providing you with comparable global data that is sensitive to local market practices. Uncover investment risk Corporate governance......

Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value....

relevant regions

• North America

The country ESG score is based on 36 third-party indicators that attempt to quantify intangible factors, which influence a country’s long-term economic prospects. Some indicators include corruption, societal stability and environmental stewardship. We provide each country with a rating of A to E for comparison purposes and investors have the freedom to adjust the......

Third Bridge helps credit investors identify key industry drivers and company-related issues that are regularly overlooked by conventional research. From sector analysis to bottom-up fundamental research, our coverage provides clients with access to specialists who have the specific knowledge required for making informed investment decisions. Search for yield: Navigate challenging markets Benign credit......

relevant regions

• Asia
• North America
• Western Europe

Over 100 countries, 20,000 series and our own forecasts. Quickly access the latest data within minutes of release. Export raw data and charts, or maintain a personal chart library ...

With our highly reliable automated data delivery solutions, you will be able to create your own custom dashboards, databases, reports and other outputs using either data feeds or our Application Programing Interface (API) service. API Sustainalytics’ API is built using the latest technology and market standards. To improve ease of use, we’ve......

On July 2, 2019, Morningstar, Inc. completed its acquisition of DBRS to expand global asset class coverage and provide investors with an enhanced platform featuring thought leadership, analysis and research. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the......

relevant regions

• North America
• Western Europe

Although delegated management is a widespread management mode, beneficiaries lack relevant references against which to benchmark their profiles: Diversified open-end funds not directly comparable, no euro fund component. Published profile returns on the internet are scarce, often 100% ETF and limited to digital players. Returns published in the press are available once a......

relevant regions

• Western Europe

What should I buy? Our overall Approved or Not Approved rating allows you to determine which shares should be considered for inclusion in your portfolio. Why should I buy it? Each shares is given an income and growth rating that enables you to determine how the share can be used to get exposure to different investment styles. When should I buy it? The......

relevant regions

• Oceania

Dow Jones is known for a network of top journalists around the world, publishing thousands of daily news items for every market, region and asset class, at a level of quality not found anywhere else. DJX combines this original content with thousands of hand-selected, licensed publications, trusted datasets and research......

Power your decision making with Factiva’s global news database of nearly 33,000 premium sources, including licensed publications, influential websites, blogs, images and videos. 74% of Factiva’s premium news sources are not available on the free web and thousands more are available via Factiva on or before the date of publication by......

Dow Jones Newswires delivers comprehensive global business insights, rolling market commentary and expert analysis—a direct line to the newsroom that powers the world’s most heralded business publications, including the The Wall Street Journal and Barron’s.   In an era of commoditized news, choose to inform your global trading and investing decisions......

Experience key VentureSource features: in-depth company profiles, customizable search, and premium data and insights including post-money valuations, angel investor data and relevant real-time news — all supported by our dedicated customer service and global research teams. VentureSource offerings. VentureSource and Custom Feeds....

Packed with essential information, RiskReports identify legal, regulatory and reputational issues using open source research, Dow Jones Factiva and in-person record retrieval to help compliance teams accurately assess risk levels. Due diligence reviews of suppliers, customers and third parties help companies identify potential red flags, which help mitigate against financial crime and......

Comprehensive expert analysis Eurekahedge, through its extensive global network of consultants and analysts, offers comprehensive operational / risk due diligence report services on hedge funds enabling institutions, fund of funds, advisors, endowments, foundations and family offices to evaluate whether asset managers meet operational best practice. Consistent in-depth ranking and scoring Utilising a proprietary......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

CFRA’s leading fundamental, forensic and legal research is built on industry-leading data that is now available through multiple channels that work the way you do. Online platform Access CFRA’s MarketScope Advisor at Advisor.marketscope.com Data feeds Easily ingest CFRA data through your own internal processes and within your workflow platforms Financial platforms Integration with third-party platforms...

relevant regions

• Asia
• North America
• Western Europe

We serve asset owners, discretionary fund managers, multi-managers and financial advisers through daily newsletters, a bi-monthly digital magazine and our website which houses articles, videos and our podcast series, ESG Out Loud. Through these digital platforms we keep our audience up-to-date on the latest industry trends, developments and data. We geographically target......

relevant regions

• Asia
• North America
• Western Europe

The ESG Consensus® methodology provides the most representative market perception of an investment’s sustainability risk. The assessment is based on multiple recognized ESG sources. It determines the average and the convergence of these independant ESG opinions in order to guarantee reliable and unbiased results. Representative of market perception Conser uses more than 20 different recognised ESG......

These criteria can be the values of the owners on the one hand, and global guidelines such as the ten principles of the UN Global Compact on the other. Within the various sustainable investment approaches, exclusion strategies continue to be the most frequently used. Screening provides the information necessary to......

relevant regions

• Western Europe

In addition to conventional analysis of CSR and annual reports, our methodology takes into account the impact of production and products on the environment and society. This means that the ESG Impact Rating measures the positive and negative impact of companies on the environment and society. The research universe currently comprises......

relevant regions

• Western Europe

A global standard for sustainable investing The Morningstar Sustainability Rating™ for funds allows investors to understand how the companies in their portfolios are managing their environmental, social, and governance – or ESG – risks relative to their peers. This rating is built to enable advisors and investors to directly compare companies......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

At Inrate, investors choose from a wide range of sustainable investment universes - from traditional best-in-class universes to specific theme universes, such as climate change, mobility and water. The universes can be used by portfolio managers as a direct default. Based on this, portfolios can be created. The criteria that apply......

relevant regions

• Western Europe

The assessment is carried out based on both equal and capital weightings and is always presented in relation to a comparative index. The analysis focuses on the overall sustainability of the companies in the portfolio, controversial products and critical behaviours. An attribution analysis is also included. This provides information on......

relevant regions

• Western Europe

ESG performance High-level overview of your portfolio’s environmental, social and governance performance with a breakdown per sector and company Benchmarking Comparison of your portfolio’s ESG performance to a benchmark of your choice with a percentile breakdown per sector Controversy overview Overview of the most controversial holdings with summaries of relevant events ESG leaders & laggards The top......

Hundreds of the world’s leading investors use our research for various applications, including corporate engagement, enhanced risk analysis, due diligence, exclusionary screens, best-in-class analysis and portfolio management. Investors can access our research directly via Global Access, our interactive investor portal, which includes all major global indices with coverage of over......

The tool analyzes thousands of correlations between variables over time and applies machine learning to extract meaningfully predictive risk and opportunity indications. With ESG Signals, heads of research and portfolio managers have a powerful portfolio monitoring, alerting and investment decision support tool. In addition, ESG Signals can also be used......

...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Impact investing is a rapidly expanding amid greater interest from asset managers and other institutional parties which recognises that many investors seek to meet their return goals whilst aligning their investment portfolios with the holistic values and beliefs of their organisation and the wider society. At Foresight, we integrate multiple financial......

Advisors often develop investment strategies to help their clients reach goals that are years away or even decades away. Does it make sense to use research based exclusively on past performance to analyze mutual funds and ETFs and make informed investment decisions? CFRA provides a balanced, forward-focused approach In addition to looking at......

relevant regions

• Asia
• North America
• Western Europe

Historically, investors who wanted access to a specific investment strategy would buy baskets of individual securities or use specialized managers. This was often research intensive & expensive. The introduction of ETFs changed this - it now gave them tradable, transparent, low cost access to specific asset classes & strategies. This......

relevant regions

• Asia

Our international team of journalists cover all the new issues, highlight the people moves, and track the industry’s rapid growth. We’re also dedicated to educating the investor and advisor – our events, guides, features, analysis and data help explain the ETF industry to a wider audience....

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Portfolio construction is as much art as it is science, so Expert Investor delivers a weekly, regionally targeted bulletin to ensure fund buyers and asset allocators are up-to-date with the latest views on asset classes, economic developments, M&A deals, fund launches and expert views. In addition to our editorial website......

relevant regions

• Western Europe

Gain competitive insight Fee Analyzer is an interactive product for asset managers and institutional investors to benchmark and analyze actual post-negotiated fees (rather than published fees) and performance across plans types, asset classes, and investment styles. It includes over 70,000 fee observations across over 65 investment styles and is updated quarterly......

relevant regions

• North America

Tools and services to drive better investment outcomes Thousands of advisers use our data-rich insights to enhance their investment proposition and get better results for their clients. Whether it’s knowing the right questions to ask an underperforming DFM, or narrowing the field of potential investment partners, our data and powerful insights empower......

relevant regions

• Western Europe

...

Stochastic simulations: we generate and provide you with simulation sets on a wide range of asset classes. You can use this data as part of our simulators, or to feed your own tools. Strategic Allocation: we diagnose, study and optimize your asset allocation, with a view to increasing your portfolio's chances......

Failing companies. Companies at risk of fraud. Companies at risk of downgrades. Our machine intelligence helps Portfolio Managers to spot critical red flags hidden deep within the financial statements and governance disclosures. Identify the risk hiding in plain sight In-depth forensic reports, for over 4000 companies - Our reports cover most United......

relevant regions

• North America
• Western Europe

Delivered through Accounting Lens, CFRA forensic research covers on an extensive universe of companies and industries believed to have significantly poor quality of reported financial results, operational metrics and corporate governance problems. Foresnic accounting research services include: Access an extensive database of forensic and qualitative research, analysis and opinions on critical market......

relevant regions

• Asia
• North America
• Western Europe

More than 12,000 quantitative and 1,500 qualitative reports on 5,000+ U.S. and global corporations. Featuring proprietary STARS recommendations for investors to better understand trends and themes in the market. Includes Buy, hold and sell ratings Price targets Performance Financials Features Forward-looking analysis aligned with a wealth advisor’s workflow Fast access to real-time data Clear charting of consensus recommendations and......

relevant regions

• Asia
• North America
• Western Europe

Fund Selector Asia reports on a wide range of issues essential to our audience in Greater China and Southeast Asia. A daily newsletter and an editorial website provide analysis of product launches, industry trends, strategy views, fund flows, ESG developments, people and business moves, and regulatory changes. Key features include......

relevant regions

• Asia

Because of our deeply rooted background and expertise in finance we provide fund strategy consulting to asset owners in regards to portfolio construction and risk management frameworks as well as strategic consulting and fund strategy consulting. We analyse industry intelligence and research to determine both the demand and supply side to......

Our indices include: i1 US 500 i1 US Tech 100 i1 US 3000 i1 FAANG i1 US Mega Cap i1 US Large Cap i1 US Mid Cap i1 US Small Cap i1 US Micro Cap i1 US REIT i1 US ESG and more... ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

API or file based delivery, access to over 12,000 existing securities or have a bespoke universe of securities created for you. Fundamental analysis and comparison across stocks and funds....

relevant regions

• Asia
• Western Europe

Our Global Compact Compliance Service company reports provide an assessment of a company’s involvement in controversies relative to the 10 Principles of the UN Global Compact and international norms. We assess a company’s impact on stakeholders and the extent to which it violates, or is at risk of breaching, any......

Business consulting Financial services firms today must be flexible and forward-facing in order to face an ever-evolving regulatory landscape, changes in market structure and the ongoing need to reduce costs. Project delivery GreySpark engagements are based around a bespoke delivery methodology, designed to leverage the best of existing delivery approaches while enhancing these......

relevant regions

• Asia
• North America
• Western Europe

From within the Visible Alpha Inbox, cut through the noise and access internal and external research reports, corporate access events and analyst models. The Inbox is a research management system that unifies all content sets in a web-based platform for ease of discoverability, consumption .and collaboration with peers in a......

relevant regions

• Asia
• North America
• Western Europe

Investment ideas We publish Investment Ideas that are generated by the Enigma Investment Radar Regular. We cover asset allocation, equity regions, sectors, industries, stocks, currencies and commodities. All the investment ideas are backed up with the data-driven reasons (fundamental value and/or market trends). Model portfolios We provide equity-only and multi-asset model portfolios which......

In recent years, the market for structured products has grown significantly. This applies to the numbers of products and the turnover levels, as well as the complexity and variety of traded products. Within the context of greater need for transparency and ever-increasing requirements of regulating bodies, steady growth in demand for......

relevant regions

• Western Europe

Moorgate benchmarks' index engine and database are fully IP agnostic Asset class agnostic Provider / dataset agnostic Environment agnostic End of day and real time – "tick by tick" / "streaming" – capable Key technical features Cloud native Microservice architecture to enable continuous delivery (No downtime on feature releases) Completely environment agnostic Automated periodic index reviews Automated corporate action processing and......

relevant regions

• Western Europe

We provide on-demand research, design and development resources for clients considering new indices or index-based products. We do this by leveraging our expertise. During our decades of experience in index design and governance, we have discovered a number of crucial elements that are key in the successful launch of indices –......

relevant regions

• Western Europe

Visible Alpha captures the forecasts, assumptions and logic from full working models and integrates them into comparable views across analysts. This unique data is available on thousands of companies via the Visible Alpha Insights platform, Excel Add-In or API. Hone in on the fundamental drivers of companies important to you Evaluate consensus......

relevant regions

• Asia
• North America
• Western Europe

Good, flexible financial planning can be the difference between retiring at the age of 55 or 65. It can determine how comfortable someone can be in retirement and how much they can pass on to their children. International Adviser is dedicated to keeping financial advisers across the globe abreast of......

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• Western Europe

Gain greater confidence in your investment process with fresh perspectives and the full backing of Lonsec’s investment research....

relevant regions

• Oceania

Centered on outcomes, whether its responsible, active, passive, or multi-asset funds, our research and range of ratings is designed to help you find the right funds to meet your client’s needs. Our Ratings Square Mile Ratings - Fuelled by a qualitative process, our ratings are centred on outcomes to help you identify......

The ARC Indices deliver an invaluable benchmarking tool to impartially compare your investment strategies against your competitors and peers. There are wide-ranging benefits of joining the community of investment managers embracing transparency in the pursuit of better investment performance for their clients. Benefits of becoming a contributor Accurate performance evaluation Robust benchmarking Enhanced credibility and......

relevant regions

• Western Europe

We use actor and statistical based frameworks for modelling where suitable. We provide tailored and structured solutions to help them further their decision-making process. Whitepapers for public distribution can also be provided if requested. Our advisory work is underpinned by evidence-based analytical framework, long-term perspective on markets and industry, technology and data,......

We connect buyers and sellers who are decision makers in the financial services industry and influence over US$23 trillion in AUM. InvestmentNews’ platforms include a premium magazine, digital solutions, lead generation, events, research, video, podcasts, and newsletters. In addition, we have a number of targeted microsites including RPA Convergence, ESG......

relevant regions

• North America

Intended for professional clients only. We appreciate that every firm has different requirements, that’s why we tailor our solutions to fit your needs. If you’re looking for research in the investment space, we can provide a number of different research reports, including: Fund panels Exchange traded product panels Model portfolio reviews DFM reviews GFP reviews Absolute return......

relevant regions

• Western Europe

Lonsec’s iRate provides an unparalleled breadth and depth of qualitative research , including managed fund, listed product, super fund and super fund investment option research. Accessible through a single portal, iRate enables an adviser to efficiently build a complete picture of a client’s investment portfolio, to aid understanding and facilitate more informed and insightful......

CFRA identifies potential mispricings related to major patent and other litigation, crisis events, regulatory events and other potential market catalysts. Inights on breaking events and emerging lefal themese can be material to investment decisions. Perspectives A multi-disciplined approach and strong track record looking at the interoperation between legal strategy and business fundamentals. Ideas Proactive research......

relevant regions

• Asia
• North America
• Western Europe

Our managed funds research process is adapted to the type of fund structure to ensure all relevant factors are taken into account, including the indexation method (for index funds), transparency, liquidity, governance issues (for LICs) and capacity. Exchange traded funds (ETFs) Research and ratings covering 144 of 162 ETF products listed on......

relevant regions

• Oceania

Live Briefs PRO Global Markets is MT Newswires’ most comprehensive news service, providing around-the-clock and up-to-the-minute coverage of financial markets and economies across North America, Asia Pacific, Europe, the Middle East, and Africa. With a focus on the most widely followed securities and events in developed capital markets, MT Newswires offers......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Research and analytics Gain immediate access to performance and monitoring reports for every product you’re interested in. Portfolio modeling Actively update your aum with our comprehensive portfolio models using the trading platform and product offerings of your choice. Industry insights Access exclusive videos, blog posts and more from industry influencers and innovators. Repeatable process Big meeting on......

relevant regions

• North America

Deep resources We commit to a physical, on-site assessment of the fund’s people and processes, giving you a first-hand view of how the fund operates Rigorious methodology Our Fund Reviews represent an objective assessment of the fund’s ability to meet its stated objectives, allowing you to understand the key factors impacting performance Expansive coverage We......

relevant regions

• Oceania

Investment Metrics Global Database Manager Research is a comprehensive, easy-to-use analytical tool for evaluating asset managers and analyzing investment performance. It simplifies investment research and analysis with instant access to decision-support information on institutional and retail investments in the Investment Metrics Global Database. With a robust analytics engine, the tool allows......

relevant regions

• North America
• Western Europe

We assess as many qualitative factors as possible which are split into: Business (culture, ownership structure, governance) Product (objective, cost, shorting, turnover) Investment (philosophy, capital allocation, risk controls) Operations (resourcing, governance, compliance) Sustainability (ESG and SDGs) Our qualitative research encompasses the following 3 layers: ...

Extend your reach with our analysts We’re invested in the success of investors. You can depend on our research to support your clients’ investing needs. Extend your research and investment selection potential by adding insights from our global manager selection team. Build on our rigorous approach to manager selection Don’t take on the......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Professional is the most popular subscription package, consolidating all of your research into one source. Starting at $149/month for a full team, MarketDesk Professional is a wealth of knowledge. ​The subscription includes access to all Core and Idea Generation reports including our award winning Weekly MarketGuide. The Professional package also includes premium access to......

Increase client engagement and grow your practice with white label insights. Our team writes the content. You customize and brand the content as your own. Clients receive timely market insights from you. ​Automate. Simplify. Grow. Build stronger client relationships Stand out & reach more prospects ...

Our intuitive data visualisation tool is updated weekly, ahead of any other data source in the market, drawing on primary trade execution data. It allows fund managers to respond quickly to changing market trends and client behaviour, while optimising the performance of the distribution chain. This saves time, money and resource....

relevant regions

• Asia
• North America
• Western Europe

Clients can choose from three deployment options: application, data feeds, and customized API components. Access real-time market insights Gain access to real-time price changes and in-depth coverage on asset classes. Connect to hundreds of data feeds with direct access to stocks, options, and indices. Discover investment ideas Discover buy-and-sell signals you can count on,......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

CEPRES Market Research empowers investors with a broad and accurate universe of fund, deal and asset-level data across 10k+ funds and 100k+ portfolio companies to help power better data-driven investments. Develop and test your investment thesis Use CEPRES's comprehensive fund, deal and asset level analyses to make and test your market thesis......

relevant regions

• North America
• Western Europe

A complete overview of the latest stock market news from the major US stock indices (Dow Jones, Nasdaq, S&P 500) and global markets....

  CFRA’s essential analytical tools will help you stay on top of changes in the markets so you can make informed investment decisions, track strategies to maximize returns, and deliver clear investment insights to your clients. How it works Explore research Access our full suite of research services through CFRA’s online portal, MarketScope Advisor, or your......

MarketWatch is a leader in financial news and market data, blending breaking headlines with incisive analysis, market updates, streamlining tools and bold reporting from trusted sources to help guide life’s most important monetary decisions for individuals and financial professionals. Customers benefit from tools and features such as Watchlist, Portfolio and the......

Mergers and acquisitions Analyse M&A activity by region, value, advisor rankings and top deals.  ...

Predictive intelligence We’re focused on pre-event intelligence, talking to dealmakers before the deals are announced so subscribers have the best chance of knowing what’s going to happen next. League tables Mergermarket‘s ‘Who‘s who in M&A’ league tables have become an industry standard among investment professionals, helping you analyse firm performance and enhance your......

Leverage our core managed fund portfolios as well as specialised, objectives-based retirement solutions with a focus on liability matching....

relevant regions

• Oceania

A quantitative approach. The Enhance Manager Analysis Programme (EMAP) quantitatively assesses the suitability profile of each investment portfolio against a defined Investment Policy using a combination of returns-based and holdings-based analytical techniques. Our proprietary EMAP Rating scores each investment portfolio using risk and return characteristics relative to the portfolio’s benchmark. This is......

relevant regions

• Western Europe

Building investor confidence with integrity We’re evaluating investments from the viewpoint of an investor. You can use our independent metrics to validate important details about your funds—like how your funds stack up to their peers or if we expect them to outperform over a full market cycle. Expanded coverage to move the......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

In-depth investment expertise Leave the investment selection to us and spend more time pursuing your business goals. Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing support for your plan The work doesn’t stop once......

relevant regions

• North America

Our indexes Intelligent indexing across asset classes, styles and strategies. Equity Offering comparable exposures to other indexes on the market while delivering exceptional value. Alternatives Providing exposure to alternative asset classes including hedge funds and real assets. Fixed Income Transparent, modern bond index solutions for defining the fixed income securities market. Multi Asset Indexes designed to truly reflect how asset allocators build and deploy......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Built on a singular framework, the independent, global insights of our research analysts and quantitative models form the gold standard for analyzing investment options. Our commitment to transparency and demonstrated performance fuel the strongest outcomes. Equity research Make confident investment decisions powered by our commitment to fundamental research and a consistent methodology......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Truly thorough investment research software - every 10K, every 10Q, every footnote - every day. We leverage the world's only parsing technology capable of reviewing every 10k and 10Q filing from SEC.gov. Each day hundreds of documents are processed and in our database. Our technology filters through the unstructured data in SEC......

relevant regions

• North America

Omdia’s Ask an Analyst enables you to connect with our analysts to explore your research and data in more detail. Examples of popular questions: Could we schedule a call to discuss the latest market and competitor trends? Can the analyst share further insights into the forecast scenarios? Could we arrange a time to discuss......

relevant regions

• Africa
• Asia
• Middle East
• North America
• Oceania
• South America
• Western Europe

The Trendrating solution is based on a “pattern recognition” algorithm that processes a large volume of data. The algorithm works on a multi-factor analysis and uses a self-adaptive, flexible time window. When the different factors are in synch there is a high probability that a relevant trend is in place. The......

relevant regions

• North America
• Western Europe

An international fixed income securities database, PI Debt supplies a comprehensive and timely source of original debt documentation from bond and structured finance prospectuses to programs, supplements and related documents. Boasting over 280,000 bond documents, including the industry's most comprehensive collection of 144As, PI Debt's archive goes back to the 1980s. The......

relevant regions

• Asia
• North America
• Western Europe

ECM Insight offers best in class flexibility for searches on all £20 million+ primary and secondary ECM fundraisings from IPOs to rights issues, made on London's stock markets. ECM Insight provides immediate and verified access to over 400 items of information from these ECM transactions. The granularity of the content set......

relevant regions

• Asia
• North America
• South America

Over 23 years of listed company filings at your fingertips. Developed by experienced market practitioners with in-depth knowledge of the legal and financial communities, Filings Expert is focused around user workflows adding real value to your day to day tasks from structuring new deals to searching for precedents. Focused around user workflows,......

relevant regions

• Asia
• North America
• Western Europe

PI International Private Company Data (PI IPCD) is a service that provides original global private company filings. Covering 150 countries, the service boasts the fastest, most comprehensive and cost effective offering in the industry with 50 countries covered within one hour. Covering a range of languages, the team's reach extends......

A global corporate finance and capital markets database providing access to 15 million international company filings, PI Navigator surfaces the value of data buried within financial documents from over 50,000 companies. It significantly reduces the time taken to model company financials by up to 40%. PI Navigator gives users the ability to: Access......

relevant regions

• Asia
• North America
• Western Europe

PI Private Company Data (PI PCD) is an online database covering all UK (including Northern Ireland) and Republic of Ireland company filings and reports. The PI PCD UK and Ireland private company data collection includes: annual returns, incorporation certificates, memoranda and articles of association, pre-defined document packages for Anti-Money Laundering (AML),......

relevant regions

• Asia
• North America
• Western Europe

Get independent private market research that puts investors first Risk is inherent in the private markets and our Institutional Research Group is here to help you navigate the entire investment process. Our best-in-class research is built on sophisticated methodologies and frameworks that help you gain the conviction you need to successfully......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons......

relevant regions

• North America
• Western Europe

Our twice-daily news bulletins, monthly print magazine and comprehensive schedule of educational guides, deliver news, insights, commentary and analysis to the UK’s fund buyers, asset allocators and portfolio constructors. Our audience relies on the website and magazine for updates on asset allocation, fund selection, portfolio construction, the latest investment ideas......

relevant regions

• Western Europe

The Portfolio Check is the ultimate tool for monitoring the ESG risks of investments. A one page document visually describes the critical sustainability issues of a portfolio. All holdings are screened based on their ESG Consensus® and their exposure to serious controversies and ESG impacts. The final grade summarizes the weighted-average quality......

We provide a portfolio screening service where we apply a selection of customized screening criteria to your portfolio for reporting purposes, to monitor ongoing compliance, to identify ESG leaders and laggards or to identify companies that are not longer aligned to your ESG strategy....

PortfolioWise, by Chaikin Analytics, leverages the Chaikin Power Gauge ratings for stocks and ETFs. Chaikin Analytics applied its expertise in multi-factor analysis to create the Chaikin Power Gauge Stock Ratings more than ten years ago. It combines 20 factors into a simple, reliable indication of a stock’s potential performance relative......

relevant regions

• North America

Master your domain Enhance your point of view with research, multimedia and events that provide insider access to the largest global network of alternative assets experts. ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Our core business is the provision of investment consultancy services. We provide guidance and advice to investors on how to gain the best from the investment management industry. We focus on understanding and clearly articulating what our clients require and using our deep insight into the drivers and persistence of excellent......

relevant regions

• Western Europe

Product involvement report Our product involvement reports identifies the nature and extent of a company’s involvement in a range of product and business activities. Each activity is accompanied with a concise summary of the way the company is involved in the relevant product or activity....

We provide counsel and guidance at all and any stage of the investment journey. Understanding goals and objectives Calibrating risk capacity and composure Preparing appropriate Investment Policy Statement (IPS) Advising on governance and oversight regime Establishing strategic asset allocation methodology Identifying suitable investment managers Arranging implementation and execution (where required) Providing on-going monitoring, counsel and guidance ...

relevant regions

• Western Europe

Profiler uses Mergermarket data back to 2005 to bring you a quick and easy way to call up essential detail on the advisors and executives involved in M&A. Now you can research dealmakers on the way to your next meeting – so you arrive armed with the insights that will help you seal the......

With a comprehensive framework that includes a quantitative review of your consumption data and a qualitative feedback process, this Provider Valuation is much more than your typical broker vote. The most flexible provider evaluation Quick and effective setup process points or dollar amounts ...

relevant regions

• Asia
• North America
• Western Europe

Information overload challenging markets Equity investors are finding it increasingly more difficult to generate alpha. As a result, investors are looking for equity managers with unique offerings that satisfy specific needs. Evaluate new ideas monitor existing holdings No matter whether they are developing or revisiting an investment thesis, testing model inputs or tracking company......

relevant regions

• Asia
• North America
• Western Europe

Two decades providing exposure to institutional alternatives With 25 years of alternative investment experience, we utilize our experience and deep network to provide exposure to third-party institutional private equity and hedge funds for your clients' portfolios. We seek to identify those with a proven track record, a dedicated risk management process, deep teams and institutional......

relevant regions

• North America

We have experience in different areas of quantitative finance: Derivatives pricing and risk management. Quantitative risk analysis, value at risk.  Porfolio optimisation for asset management. Backtesting methodologies and trading strategies. Actuarial quantitative finance. We are in the quantitative finance business for decades, whatever your problem is we are able to find a quantiative solution....

relevant regions

• Western Europe

We offer a full range of enterprise consulting solutions that work together to form a comprehensive, end-to-end solution with the scalability and vision to help. Leadership Strategic advice Practice evolution Maximizing human capital and team performance Business transition planning Our offerings Leadership The effectiveness of a leader is defined by the quality of the results they produce.  Our......

relevant regions

• North America

PMC applies qualitative due diligence and quantitative expertise to identify and monitor best-in-class managers: those we consider able to outperform their benchmark over a complete market cycle. Manager Research and Due Diligence Process PMC’s research and due diligence process is thorough but straightforward. We developed a multi-step approach to identify top investment......

relevant regions

• North America

Mutual funds Search and analyze Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes, exchange traded funds and stocks all in one place! Fundata has dedicated search tools for mutual funds, ETFs and stocks each with information filled snapshots so you can get all......

threesixty provide a range of research and investment solutions to our clients, including a risk profiling tool, mapped investment and model portfolio solutions and product and fund research. Our research is regularly updated and based on a review of the whole of the market. Within each piece of research we include......

relevant regions

• Western Europe

We blend original research and data analysis to bring perspective to current market conditions and forecasts for future developments. We assist managers to isolate skill from luck using up-stream and down-stream methods that’s powered by an objective and disciplined process. Bespoke research solutions are tailored for super funds, dealer groups and......

iCapital is the leader in providing the independent wealth advisory industry with a diverse selection of quality private equity, credit, real estate and hedge funds. By providing access to these funds, complemented by institutional-quality investment and operational due diligence, iCapital helps advisors achieve their client’s investment goals of growth, income......

relevant regions

• North America
• Western Europe

Our ambition is to offer best in class coverage of global financials. Autonomous has more than 25 publishing analysts covering more than 230 stocks across banks, insurers, diversified financials and fintech stocks. We seek to marry the big picture macro and thematic trends with bottom up stock picking – we......

Our combined experience and with a lot of feedback from respected fund managers in the industry, we aim to provide an independent and comprehensive coverage. The platform includes benefits of access to our network and the ever developing knowledge of our global team of qualified analysts....

relevant regions

• Western Europe

Now, we move to a new focus: implementation and management. Visible Alpha has evolved to keep pace with this change. In addition to the research resource tracking, budgeting and evaluation tools launched last year, we now offer a comprehensive solution for managing contracts, trials and inducements. All of this is......

relevant regions

• Asia
• North America
• Western Europe

Our research offering We offer four main services: Pay-as-you-go research - Quick and convenient, our pay-as-you-go service enables you to purchase just the research you need straight from the ResearchStore page. Corporate subscriptions – This is the most cost-effective way of gaining access to a larger number of research pieces. You can subscribe by topic or stream,......

relevant regions

• Western Europe

Research areas AI in Fintech AI in Retail Alternative Lending B2B Money Transfer Banking Automation & Roboadvisors Blockchain Blockchain Enterprise Survey Blockchain for Financial Services Commerce Survey Contactless Payments Digital Banking Digital Commerce Digital Commerce Coronavirus Analysis Digital Commerce Regional Analysis Digital Domestic Money Transfer Digital Identity Digital Money Transfer & Remittances Digital Wallets Direct Carrier Billing Fintech Futures Future In-Store Retail Technologies Insurtech International Digital Money Transfer IoT in Finance Mobile & Online Remote......

relevant regions

• Western Europe

Extensive global and sectoral coverage Each service includes access to an extensive portfolio of economic publications, ranging from short notes on key data and developments to longer think-pieces on strategic topics....

Visible Alpha’s Resource Tracking can be used to track and analyze every research resource you consume, including vendor readership. With a flexible approach to setting rate cards and calculators, investment professionals can value interactions in the most relevant and meaningful way. Track and analyze all research resources consumed Create a unique methodology......

relevant regions

• Asia
• North America
• Western Europe

RI is where managers actively and intentionally seek to do good, avoid doing harm and lead change by investing in companies which are helping to meet the world’s most pressing challenges, whilst avoiding harm or seeking to improve those which perpetuate our problems. Responsible Investor Types At Square Mile, we see RI......

relevant regions

• Western Europe

Our customised workbench for investment research and offering management units allow instrument selection as well as to maintain and provide very efficiently product recommendation lists....

relevant regions

• Asia
• Western Europe

SMART stands for Superannuation Market Analysis Research Technology. It delivers exactly what its name suggests. Updated daily, SMART analyses, evaluates and compares super and pension products from Australia’s leading funds. As well as the most up to date information in the industry, SMART allows users to review comprehensive historical data. Intuitively designed,......

relevant regions

• Oceania

We are often asked to make ad-hoc presentations at conferences, seminars and board meetings. Senior members of Capital Economics staff are available for this sort of work, with Roger Bootle being in particular demand. He is a renowned speaker at conferences and business gatherings around the world. He is equally......

Portfolio managers, equity research analysts, economists and many other investment professionals are constantly challenged to deliver quality research to guide the right investment decisions. Making the right decisions starts with having an optimum investment strategy in place. EquityRT’s unique investment strategy builder and backtesting super-feature gives you the easiest way to......

relevant regions

• Africa
• Asia
• North America
• Western Europe

Suggestus is made for... Wealth Advisers - ARC Research provides advisers with an intuitive and repeatable process for reviewing and selecting the most appropriate investment manager for your clients. Private Investors - ARC Research collects and analyses data on hundreds of thousands of real portfolios from investment managers who truly embrace transparency. Charities - ARC Research......

relevant regions

• Western Europe

Whilst many have been calling for change for a while now, this voice has gained momentum over the last 18 months calling for a kinder form of capitalism centred on the idea of conscious consumerism. This progress has also been felt in the asset management industry, but what does this......

relevant regions

• Western Europe

Stop Spending Time on Tasks That Should be Automated Tegus is the only end-to-end research platform that streamlines access to public financials while making it easy to understand customer perspectives, competitive landscapes, core business challenges and the drivers behind company data. Unmatched Access to Proprietary Insights Tegus is the only platform hosting 5+......

relevant regions

• North America

The ARC Indices are a set of benchmarks that reflect the real-world experience of investors that have their wealth professionally managed. Based on the world's largest dataset of private client investment performance covering almost 20 years of real-life outcome, the ARC Indices allow all investors to really see what "good" looks......

relevant regions

• Western Europe

The Fund Dashboard provides an interactive interface offering a snapshot of five key fund elements that are considered when selecting investments. Behind each of the five elements is a deeper analysis and insight that can support informed decisions. Opinion A combination of qualitative and quantitative assessment of a fund's ability to meet......

relevant regions

• Western Europe

Much of what a wealth business needs are generic to the whole industry. Each business typically wants investment proposals, regular reports to share with clients, research on investment themes, quality strategic asset allocation and inputs on tactical asset allocation, no matter the scale of the business. Equally, you want to......

relevant regions

• Asia

Based on high-quality data and proven methodologies, theScreener RM supports them in reverse inquiry situations and enhances client communications in general. Our research covers both equities and funds worldwide and is based on a completely unbiased quantitative approach. Investment decisions based on theScreener’s research reports are easy to understand, completely transparent......

relevant regions

• Western Europe

The most ambitious people in the world read The Wall Street Journal. Winner of 37 Pulitzer Prizes for outstanding journalism, the Journal includes coverage of U.S. and world news, politics, arts, culture, lifestyle, sports, health and more. It’s a critical resource of curated content in print, online and mobile apps,......

Our experts frequently attend meetings with our clients for a variety of reasons often to: Present the key highlights of reports persuasively at public events Add weight to discussions and debates involving industry commentators Facilitate “brain storming” strategy workshops with senior executives Articulate the economic arguments to help company boards make key strategic decisions Provide......