Browsing: ResearchWatch

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Bloomberg Sponsoring Roundtable on MiFID & Independent Research

12/10/2015
Bloomberg is sponsoring a seminar in London focusing on how new unbundling regulation will impact the independent research industry. Mifid II: Spotlight on Independent Research will be held in Bloomberg’s London ...

8 Tips to Win Over Information Sources (Part 1 of 2)

12/09/2015
This post’s title purposely has some resemblance to the title of Dale Carnegie’s famous book, How to Win Friends and Influence People, which has sold 15 million copies since being written ...
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Broker Vote Poised For Change

12/07/2015
The following is a guest article from Caspar Luard, who heads sales and marketing for MeetMax and EasyBrokerVote. I provide these comments as a long-time observer of the broker voting process. ...
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Research Increasingly Reliant on Investment Banking

12/02/2015
Equity research is increasingly being subsidized by investment banking and wealth management, as commissions flows have been shrinking since the financial crisis. Data compiled by Coalition cited in a Financial Times ...

SEC Drops Insider Trading Case Against Ex-SAC Portfolio Manager

11/30/2015
Last week the US Securities and Exchange Commission dropped its insider trading case against former SAC Capital portfolio manager Michael Steinberg following the Supreme Court’s refusal to hear the controversial ...

Ned Davis Partners To Create Investment Product

11/25/2015
Ned Davis Research (NDR), an investment strategy subsidiary of Euromoney, announced a partnership with a money manager to launch investment product based on its research. Global View Capital Management, a Wisconsin-based ...
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Review of Investment Research: The Next Big Thing

11/23/2015
Last Thursday evening, more than 100 research professionals braved the torrential rain to attend a panel discussion co-sponsored by ANALEC and Integrity Research Associates titled Investment Research: The Next Big ...

Best Practices for Avoiding Common Forecasting Blunders (Part 2 of 2)

11/20/2015
The following is a guest article is from James Valentine, a former II-ranked analyst at Morgan Stanley and author of the book Best Practices for Equity Research Analysts and Principal ...
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Big Data and Investment Research: Part 2

04/21/2014
Last week we wrote about why buy-side firms are considering adding “big data” analytic techniques to their research process.  This week, we will investigate the impact that “big data” is ...
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Big Data and Investment Research: Part 1

04/14/2014
One of the key themes in the institutional investment research business this year is the growing importance of warehousing and generating meaningful signals and insights from “big data”.  This week ...
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