Members
Member firms must attest that they derive their revenue primarily from investors, and not from investment banking, underwriting or corporate broking, proprietary trading or market making, advisory or consultancy services for clients other than investors, or from companies that are the subject of the research.
Absolute Strategy Research Limited is a specialist financial consultancy that is dedicated to providing high quality macroeconomic, equity strategy and asset allocation research and advice to institutional investors around the world. As well as publishing regular investment strategy products, the firm also undertakes bespoke consultancy projects, and has an acknowledged expertise in the field of financial surveys.
Contacts:
Ian Harnett & David Bowers
ianh@absolute-strategy.com
davidb@absolute-strategy.com
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Arete was founded on the principles of independence, exclusivity and insight, taking its name from an ancient Greek word meaning excellence and virtue. When we began in April 2000 – a brief period now seen as a bubble – no one thought to stand aside from the lucrative, all-encompassing hype and instead pledge to tell the truth. Our initial manifesto called for a creative renaissance in equity research, returning to its roots of helping investors make better informed decisions, and unearthing truths hidden or obscured behind the headlines. These principles are finally now widely appreciated, even as the content and reputation of analysts has worsened. Many hold out hope that a difficult market will separate wheat from chaff among analysts, as it has with companies.
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Atlantic Equities is the only independent US equity research house based in Europe. Formed in September 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts research into over 100 US companies.
Our research is of the highest quality and is free of a primary market bias. With operations located in London we are in the same time zone as our predominantly European client base and are able to offer superior access to our sales and analysts teams. Our coverage currently includes Banks, Media, Capital Goods, Insurance, Pharmaceuticals, Scientific instruments, Software & Services, Specialty Retail, Telecoms and Utilities.
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KNOWLEDGEABLE, INDEPENDENT, FOCUSED
AtonRa Partners is an independent research company providing institutional and professional investors with original investment ideas and advice.
Our approach is based on a deep knowledge and understanding of market dynamics and focuses on adding value to clients' portfolios via thoroughly checked proprietary information and data sources.
We cherish a "speak our mind" approach in our reports.
AtonRa success derives directly from its clients' performances.
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Blue Oak Capital has a unique model for promoting independent research. The firm is research driven and is free of investment banking and proprietary trading conflicts. Working with highly rated financial analysts who have many years experience in the industry, Blue Oak provides a focused service to its institutional client base that is driven by an absolute return bias. Blue Oak is a member of the London Stock Exchange and has the ability to access all other major markets via its own Direct Market Access platform giving it the ability to provide best execution capability.
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RiskMetrics Group’s CFRA research analyses financial and accounting risk within companies and industries in Europe and North America. Our teams of analysts identify and produce in-depth research on companies that use aggressive accounting techniques to present a misleading picture of their financial or operational health, or where accounting analysis suggests underappreciated operational or financial risks.
RiskMetrics Group is the largest and most widely recognized provider of such research globally. It serves more than 2,300 clients worldwide comprising traditional institutional investors, financial institutions, government entities, and hedge funds.
RiskMetrics Group is a leading provider of risk management and corporate governance products and services to participants in the global financial markets. By bringing transparency, expertise and access to the financial markets, RiskMetrics Group helps investors better understand and manage the risks associated with their financial holdings.
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Data Explorers Limited provides its global client base with quantitative measurement of securities lending, performance and risk. The company is based in New York and London and collects data from market participants to create the world’s most comprehensive and up-to-date database of information and research on stock lending and short interest.
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DayByDay is a group of independent research boutiques chasing performance for their clients by all means. Analysts work as a group to offer a committed global macro perspective completed by regular sector and stock strategies. Ideas maybe generated by fundamentals or technicals, we will sometimes be trend followers, sometimes contrarian. We track all recommendations, and are proud to offer a regular positive performance.
We promise you short reports, bold ideas, clear and updated strategies.
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dealReporter is a proprietary independent intelligence and research tool providing unrivalled information on all aspects of M&A across the European, pan-American, Asia-Pacific and Emerging Europe, Middle-Eastern & African markets, tailored to hedge funds, proprietary equity and credit trading desks, security lending and institutional fund managers.
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On the ground, in the Baltics: Emerging Nordic Research is the only independent equity research firm concentrating on Estonia, Latvia and Lithuania. These three EU and NATO member states form a unique cluster within northern Europe that we identify as the Emerging Nordic. In spite of their current emerging status, these countries have historically formed an important trading bridge within Europe.
As well as regular, in-depth analysis aimed at large institutional investors, Emerging Nordic Research offers a range of bespoke research services that can help support any investment case you may be considering.
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Emerisk is the leading independent intelligence provider in emerging and frontier markets.
Emerisk’s Emerge 365 analytical reports provide essential information on internal stability, business disruptions and the continuity of governance in emerging and frontier economies. The website reports gives clarity and focus to countries where the business rules may be skewed against external investors due to changes in government planning and the active utilization of state agencies.
Emerisk qualitative due diligence services afford an unparalleled insight into markets where information is scarce, assisting clients in establishing their exposure to reputational risk.
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Epito manages the leading expert community in the Nordic area. Epito members from all fields and industries in Denmark, Finland, Norway and Sweden offer their expertise to investors and other companies/organizations in need of insights from leading experts.
Epito offers customers a variety of research solutions in the Nordic Area, ranging from quick consultations to extensive research projects.
Each customer need is different, which is why Epito tailors the research solution to the specific project using telephone interviews, meetings and/or surveys and reports taking into account various factors such as project timeline, previous knowledge or general preferences.
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ExpertView provides investment professionals with direct access to experts from industry, academia and the media.
Focused on UK and European markets, ExpertView provides institutional, private equity and hedge fund managers with direct access to front-line industry experts.
We have developed a straightforward process for recruiting and matching experts to the specific needs of our clients, and take care of every logistical detail from briefing the parties to settling the bill.
We believe that talking directly with industry practitioners often proves greater insight than research reports alone, and that our focus, experience, flexible pricing models and extensive relationships make us unique in the Expert Matching industry.
ExpertView’s services range from one-on-one consultations through expert panel summits and surveys & polls to bespoke research reports, on-site expert due-diligence reviews and event-based scenario assessments.
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fairesearch GmbH & Co KG, located in Frankfurt, is the independent research company for institutional investors, banks and brokers. The company was founded in May 2003 by analysts. The partners are at the same time the only owners and have long-term experience in equity research.
Highest maxim of our efforts is independence, objectiveness, quality and credibility based on know how and experience. The business model avoids conflicts of interest through the concentration on pure research. fairesearch does no trading, no IPO business and no advisory business of analysed companies.
To those principles we are committed. We submit us voluntary to the compliance rules of the German Securities Trading Act and the Codex of the German association for analysts and asset management by implementing an external compliance officer.
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Financiele Diensten Amsterdam (FDA) has been providing investment advice based on a combination of independent equity research and macroeconomics analysis to institutional investors since 1986. Our on-line research system covers about 400 listed companies, news and price developments of which we follow with a team of over twenty analysts. Within this universe we provide detailed coverage and corporate responsibility analysis for about 180 international blue chips with a focus on European and the US stocks across 12 sectors. FDA is completely independent and free of potential conflicts of interests. Our customers pay directly for our advice and research. We do not have a brokerage arm or derive any revenue from the transactions of our clients. Neither do we have any business relationships with the companies that we cover. Moreover, FDA analysts are under contractual obligations not to hold personal positions in individual equities.
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IDMidCaps was established in 2000 and is the French Leader in Independent Research on small and mid cap firms. Our business model is based on the sale of our service to institutional clients. This business model prevents us from any conflict of interest and our research is totally independent. We do not get any payment from the companies we analyze. Our product is aimed at institutional clients: asset management companies, brokers, venture capital companies, M&A bureaus. Via the website, our customers have access to an easy to use platform offering company profiles, news, fundamental financial analysis, historical data and forecast earnings, as well as peer groups and screening tools. We provide unbiased analysis through disciplined processes in compliance with laws and ethics. The research is produced by competent analysts with skill, care and integrity and it reflects the opinion of the author.
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Independent Minds was set up in July 2001. The founding members have many years of experience in the Dutch market at Bank Labouchere (a subsidiary of Dexia) and MeesPierson. Independent Minds provides detailed fundamental research on Dutch companies and some niche areas of other European markets (i.e. leveraging industry knowledge built up from following specific sectors in the Netherlands). Independent Minds is able to trade in European equities for clients and does this via a long-term arrangement with Dexia that provides an AA credit rating. Independent Minds only serves institutional clients.
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Independent Strategy adds value to its clients by seeking out investment themes and opportunities, often challenging conventional wisdom.
Independent Strategy means just that. Our research is based on a thoroughly objective view of the world as it is, not as some might like it to be seen.
The characteristics of the research are independence of thought and a determination to focus only on money making ideas. This results in a totally fresh and original approach compared with the overwhelming volume of reports by brokerage houses.
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Japaninvest is the leading independent agency broker on Japanese Equities. Founded in 2002, and listed on the Tokyo Stock Exchange in 2006, Japaninvest Group plc provides 100 institutional investor clients across the globe with high quality, independent and in depth Japanese equity market research. We have published over 1500 reports on 500 companies since 2003. Agency execution is provided through our majority owned but independently managed execution business IND-X Securities, which also executes on an anonymous broker neutral "best execution" basis for hedge funds and other independent research providers. In addition to first class research and execution capabilities the Group operates an independent quantitative research consultancy for the buyside and also offers unconflicted commission management services. Japaninvest Group has offices in London, New York, Tokyo and Shanghai.
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Lombard Street Research is an internationally acclaimed economic forecaster with a verifiable record for accuracy in making the right market calls at major economic turning points in the economy. This success is based upon a unique approach to economic analysis, making its independent, objective and unbiased research a key input for asset allocation, trading and investment decisions. The foundation of our research is monetary economics. Fundamental analysis of trends in money and credit, banking systems and capital flows provide the valuable insights into economic developments and movements of asset prices.
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Lusight Research is an independent investment research firm, with a focus on Global Emerging Markets. Through our web-based Open Research Platform, clients can access our interactive research reports, plus all of the inputs and tools we’ve used to produce our research, including company data, interactive financial models, and an analytical tool. Our mission is to help our clients make better investment decisions while making them more productive.
Sectors Covered:
Automobiles & Components, Banks, Capital Goods, Commercial Services & Supplies, Consumer Durables & Apparel, Energy, Food & Drug Retailing, Food Beverage & Tobacco, Hotels Restaurants & Leisure, Household & Personal Products, Materials, Media, Pharmaceuticals, Retailing, Software & Services, Technology Hardware & Equipment, Telecommunication Services, Transportation, Utilities
Instruments Covered:
Global Emerging Market Equities
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The Met Office was founded in 1854. As well as the providing the UK's public weather services, we are a well established, independent commercial provider of weather and climate information and research.
With the Met Office Hadley Centre and its own R&D department, the Met Office is a world leading innovator in weather forecasting, climate science and their applications. Offering a range of services to investors including custom observation and forecast datafeeds for energy and commodity traders; monthly, seasonal and decadal forecasts; historic analysis for risk model calibration; sector and stock-specific weather and climate sensitivity reports.
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New Street Research LLP is an independent research firm, specialising in producing equity and debt research in the pan European telecom services and cable sectors.
We offer a fresh approach to research. Our work is independent and conflict free, idea driven, and firmly focused on fundamentals and valuation. We produce no maintenance research, writing only when we think we can add value. Our principal aim is to assist our clients' investment decision making process.
We have no business activities that conflict with our promise of independent research.
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PH Partners Ltd... As experienced market technicians, Tim Parker and Dominic Hawker founded PH Partners in July 2004 as a provider of independent technical research to investing institutions. Recently joined by Luise Kliem, they focus on Macro assets, UK, European and Japanese equities delivering timely long/short advice. The product consists of comprehensive technical analysis of price action at the index, sector and stock levels. An element of quantitative analysis is also incorporated. Close contact with a tightly limited client base is maintained.
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Providentia Advisory Services provides specialist global tactical asset allocation (GTAA) input to institutional investors, private banks, family offices and fund of hedge funds. This service harnesses the GTAA research at Providentia Capital to assist in the process of allocating across global markets, portfolio construction and currency overlays. In addition to regular meetings for bespoke asset allocation, a suite of easy to use GTAA models is available through our secure website, so as to enable clients to determine how changing relationships between markets affects the risk and return of their portfolios. We serve a select number of clients at any time so as to provide a high level of customised service.
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Stockcube is one of the world’s leading providers of independent financial research. Our analytical services have been used by institutional and private clients for over forty years and cover all investment classes including stocks, bonds, mutual funds, currencies and commodities. We bring together a broad range of analytical and technical disciplines. Our indicators and techniques are recognised as industry standard and used by investors across the globe.
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TRADING CENTRAL is a leading investment research provider to financial market professionals. Our technical strategies cover equity, index, fixed-income, forex and commodities markets.
Our market depth and knowledge is attributed to our acquired experience on trading floors of many banking institutions. Technical analysis is our core business. Our award-winning methodology is backed by time-tested indicators. Our chartist and mathematical approaches match requirements of various investment styles, from intraday trading to swing trading and long term investments.
Leading financial institutions rely upon our expertise and added value: TRADING CENTRAL currently serves most out of the 50 largest investment banks worldwide.
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Trusted Sources is an independent research firm that specialises in the analysis of the political economies of Brazil, Russia, India and China, as well as Africa and other frontier markets. The ultimate goal of our analysis is to provide sound and timely expert judgement on developments and issues that are impacting not only emerging markets but also the global economy. Tapped into an extensive network of experts with first-hand experience in areas such as business, finance, industry and government, we spot evolving trends early and pinpoint themes and topics somewhat removed from the mainstream, providing clients with a unique understanding of the opportunities and risks in emerging markets.
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In 2001, Verbatim Advisory Group was established to focus on the research needs of the investment community. Led by a former Wall Street CFA, Verbatim applies our expertise in telephone-based intelligence gathering to equities research. Our volume-based, open-ended interviews with middle management provide unique insights into industry and business performance and trends. We are unaware of any other research firm that pursues such a rigorous primary research methodology, providing qualitative intelligence to tactical investment decisions. In 2005, Verbatim annouced the formation of Verbatim Advisory Europe Ltd. Based in London, Verbatim Advisory Europe supports the research needs of European-based fund managers and analysts.
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