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.
A-Brokers Securities was set up in 2003 by Håkan Filipson, with twenty years experience of Nordic stock markets, previously Head of CAI Cheuvreux Nordic. The company provides sales and research services to large institutional investors on Nordic stock markets. Clients are mainly international, both long only and hedge funds. A-Brokers focuses on stock ideas and ‘cases’, (large, mid and small caps) and does not do ‘maintenance’ coverage. Trading is done through commission sharing with large international banks.
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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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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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Now part of the RiskMetrics Group, CFRA is a leading independent research firm serving the world’s most prestigious financial institutions, investment managers, and insurance and professional services firms since 1994. We have earned a reputation as an established leader in providing published research, due diligence support and educational services in the areas of forensic financial statement analysis and legal/regulatory analysis. Through a rigorous and proprietary research process, our team of highly experienced analysts - including dedicated pan-European and Asian teams - assess the quality and sustainability of reported financial results for over 10,000 companies globally, across six industry sectors. We pride ourselves on being far more than a publisher of research; we work with every client to tailor the service we offer to best meet that client's unique needs by encouraging regular contact with a dedicated team of analysts.
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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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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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IRIS (Institute for Research and Investment Services) was established in 1991 as a joint venture between Rabobank and Robeco. IRIS’s main focus is on the private investor. With more than thirty investment specialists IRIS is one of the largest research institutes of its kind in the Netherlands. IRIS covers global strategy, equities (with a focus on the Dutch market), fixed income, derivatives and investment products, including mutual funds. The multidisciplinary approach adds to its research capacities. IRIS has a charter of independence and no income is generated from investment banking, brokerage, companies, proprietary trading or market trading.
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Founded in 2002 and listed on the TSE in 2006, Japaninvest is a majority staff-owned boutique stockbroker with offices in London, Tokyo and New York. With 2007 projected revenues of over 8,000,000 pounds and profit before tax of just under 2,000,000, Japaninvest is one of the largest of the independent research specialists worldwide. Japaninvest has 33 employees, of whom 11 work in the Tokyo-based research department and 12 in research sales. The 250+ company coverage is focused on undercovered mid cap names and is regularly refreshed. Notes are very detailed and focus on a 12 month fundamental view. Maintenance research is avoided, with only Buy and Sell ratings. Coverage of Asian stocks commences in the autumn of 2007.
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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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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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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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