Market Research: Research

Research

Equity Fundamental Research

FactSet:

• The most comprehensive online information center for financial and market data.
• The most powerful platform available to transform raw data into actionable market intelligence including Company Explorer, Universal Screening, and Data Downloading, Backtesting, Alpha Builder, Style Analytics, Marquee
• Fourteen years of proprietary formula development.
• Subscriptions
  • Reuters - Company Financial Data
  • First Call - Earnings Data
  • Russell - Benchmark Data
  • S&P - Benchmark Data
• Delivered via wide area network (WAN) for 24 hour access

FirstCall:

• Real-time Earnings Estimates
• FirstCall Notes – Real-time Analyst Comments
• Research Direct, In Depth Analyst Coverage

O’Neil:

• Datagraph and Data Monitor service
• WONDA - William O'Neil Direct Access
• 98 different fundamental factors

Zacks Research Digest :

• Independent research to consolidate sell side opinions and estimate data

Ned Davis Research:

• Quantitative models providing industry and specific stock analysis

Starmine:

• Independent performance rating of equity analysts and detailed analysis of earnings estimates

The Markets.com:

• Comprehensive analyst notes and research reports rolled into one platform
• Access to 190+ brokers/research houses

S&P Reports:

• Fundamental data for individual companies as well as industries

Internet:

• Wall Street Source - Daily commentary & market overview
• FreeEdgar - SEC filings
• PR Newswire - Company press releases
• Street.com - Daily commentary/research/strategy
• Briefing.com - Daily commentary & market overview

Bloomberg:

• Real-time news source
• Fundamental data
• Fundamental/technical data screening abilities

Red Chip Review:

• Fundamental data for companies with market capitalizations up to $1.5 billion

Equity Technical Research

Bridge:

• Powerful and flexible real-time service providing
• —Pricing
• —Charting
• —Time and Sales

O’Neil:

• Premier charting service in the industry
• WONDA – Online charting real-time estimates
• Datagraph and data monitor service
• 27 different technical factors

• Risk Measurement
• Performance Attribution
• Portfolio Construction

• Risk Measurement
• Performance Attribution
• Portfolio Construction
• Optimization

Fixed Income Research

Bloomberg L.P.:

• Electronic bond trading
• Basic security information and securities search
• Scenario total return analysis
• Broker communications
• Market news
• Economic/financial database

• Detailed security and portfolio analytics
• Benchmark comparison data
• Scenario analysis
• Policy review
• Pricing model

• Fundamental credit analysis
• Basic credit ratings information
• Detailed credit reviews
• "Watch Lists" update

• Security pricing

• Multiple dealer sites
• Economic and credit research
• Trading levels and offerings
• Electronic trading

• Economic & technical studies

• Fundamental credit research
• Daily advisory services (topical)
• Valuation reviews

Trading

Advent Moxy:

• LAN server based with PC clients
• Trade order entry and management
• FIX Exchange Interface

Instinet:

• ECN Portal
• Crossing network
• DOT

Liquidnet:

• Anonymous & Negotiable Equity Execution Platform - buyside only

ITG:

• Crossing network
• DOT

Archipelago

• ECN
• NYSE Open Book
• DOT

• ECN Aggregation

• Trade Cost Analysis

Portfolio Management & Accounting

Advent Axys:

• Investment industry leader in portfolio management and accounting.