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Ex-Convergex Manager Joins FinTech Startup

08/28/2015
John Meserve, the former head of Convergex’s commission management business, has become an advisor to a new startup which provides financial engineering software. Ldger is a NY FinTech company offering a ...
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FINRA Adopts New Research Rules

08/27/2015
The U.S. Financial Industry Regulatory Authority (FINRA) adopted revised rules governing research conflicts of interest and the publication and distribution of equity research reports.  The revised rules, which can be ...
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7Park Data Launches New Web Traffic Product

08/27/2015
7Park Data, a New York City-based provider of big data driven research services, recently announced the launch of its new Traffic Intelligence product, giving decision makers access to real-time web ...
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CAPIS Undergoes Sex Change

08/26/2015
Capital Institutional Services, Inc. (CAPIS), one of the first agency brokers to embrace third party research distribution, has transitioned to become a majority women-owned enterprise. Kristi Potts Wetherington, daughter of founder ...
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Autonomous Launches Dark Pool Aggregation Service

08/26/2015
Autonomous Research, a UK-based independent research firm specializing in the financial sector, launched a dark pool trading service, seeking to justify its trading operations in an era of unbundling. Having ...

When a ‘Buy’ Isn’t Really a ‘Buy’

08/26/2015
A witty opinion piece in the Financial Times tweaks equity stock recommendations, outlining various reasons a ‘buy’ recommendation may not truly be a ‘buy’. Dan Davies, a former Credit Suisse analyst ...
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Wells Fargo Adds Three

08/25/2015
Wells Fargo Securities announced three new analyst hires: a biotech analyst, retail analyst and an economist. Michael Schumacher, formerly UBS’s global head of Rates and Credit Strategy, will join as head ...
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Active Fund Outflows Total $160 Billion

08/25/2015
According to Morningstar data, active funds saw outflows of $20.4 billion in July while inflows of $6.2 billion were recorded on the passive side, as reported in an article on ...
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Big Data Market Sized at $40 Billion

08/24/2015
Market research on big data estimates that spending on Big Data hardware, software and professional services totaled $40 billion in 2015. The investment research vertical is small but growing rapidly. The ...
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Credit Suisse Names New Co-Heads of US Equity Research

08/24/2015
Last week, Credit Suisse Group promoted two long-time analysts to the role of co-heads of U.S. equity research, taking over from Mark Flannery who is moving on to another role ...

A New Framework To Componentize Research Reports

08/24/2015
The following is a guest article by Sal Restivo, a co-founder of RIXML.org and Chairman of the RIXML Standards Committee. RIXML, an industry-wide standard for tagging investment research in XML, is about to launch ...
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Rosenblatt Partners with Chinese Broker

08/21/2015
Rosenblatt Securities, a New York institutional brokerage, announced an exclusive distribution deal with China Merchants Securities (CMS) to market Chinese research and corporate access to its US customer base. The ...
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Improved Environment For Stock Pickers?

08/21/2015
Although stocks are less likely to move in lock step than they were during financial crisis, correlations remain at high levels according to Nick Colas, chief market strategist at Convergex ...
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Cantor Fitzgerald Continues Expansion With Three Analyst Hires

08/21/2015
Cantor Fitzgerald & Co., a NY investment bank, hired 3 new equity research analysts, continuing the expansion of its research team. The new hires build out the firm’s coverage to ...
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Renaissance Capital Strengthens Research Team

08/20/2015
Renaissance Capital, the frontier and emerging markets investment bank controlled by Russian billionaire Mikhail Prokhorov, recently made a series of promotions and staff additions to strengthen its global research team. Harris ...
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Bright Lights, Big Cities: Using Satellite Data To Gauge Economic Activity

08/20/2015
Research driven by alternative data, large unstructured non-financial data sets, is one of the fastest growing segments of the investment research industry. One example of the creativity being applied to ...
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EIRIS Partners With Brazilian ESG Research Firm

08/20/2015
EIRIS, a London-based environmental, social and governance (ESG) research provider, has partnered with a Brazilian firm to add coverage of Brazilian companies. Rio de Janeiro-based SITAWI is the eighth firm ...
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Research Exodus From Odeon Capital

08/19/2015
Two technology analysts formerly with The Murcer Technology Group have left Odeon Capital Group, the NY investment bank they joined in 2014. Spencer Mitchell and Murali Guntu, co-founders of a small ...
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SumZero Offers Cash Prizes

08/19/2015
SumZero, a crowd-sourced research platform, is seeking to boost participation by offering weekly cash prizes for contributed ideas. The promotion is an effort to reinvigorate the platform. SumZero has partnered with ...

Alternative Data Cross-functional Teams and Workflow

08/19/2015
The following is a guest article from Gene Ekster, who has been involved with alternative data on both the buy and sell side.  This article is the conclusion of a ...