Wall Street sell-side research is a key part of the financial markets, written by analysts working for brokerage firms, investment banks and other institutions. These analysts evaluate companies and issue recommendations to help investors – mostly institutions – make informed decisions. Buy-side research (by money management firms) is another kettle of fish entirely, produced in-house by institutional investors themselves and not meant to be shared or distributed or otherwise sold, and intended solely for the use of that firm’s own money managers. Here is a breakdown of how the sell-side research process works and how to use it to your advantage: Sell-side analysts’ role Analysts are financial professionals, oftentimes holding qualifications such as a Chartered Financial Analyst designation, who perform in-depth research on publicly-traded companies. In health care research, it’s not unusual to find analysts with medical degrees. Sometimes analysts will come from private industry. The work involves analyzing financial statements, industry trends, management performance, company strategy and macroeconomic factors affecting supply and demand. The goal is to assess a company’s future performance and offer investment recommendations to the investment bank’s clients, be they institutional investors such as pensions or hedge funds, mutual funds, insurance companies or retail investors. Research reports An analyst’s published research report might include a company overview with basic information about a …
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[mwai_chat context=”Let’s have a discussion about this article:nnWall Street sell-side research is a key part of the financial markets, written by analysts working for brokerage firms, investment banks and other institutions. These analysts evaluate companies and issue recommendations to help investors – mostly institutions – make informed decisions. Buy-side research (by money management firms) is another kettle of fish entirely, produced in-house by institutional investors themselves and not meant to be shared or distributed or otherwise sold, and intended solely for the use of that firm’s own money managers. Here is a breakdown of how the sell-side research process works and how to use it to your advantage: Sell-side analysts’ role Analysts are financial professionals, oftentimes holding qualifications such as a Chartered Financial Analyst designation, who perform in-depth research on publicly-traded companies. In health care research, it’s not unusual to find analysts with medical degrees. Sometimes analysts will come from private industry. The work involves analyzing financial statements, industry trends, management performance, company strategy and macroeconomic factors affecting supply and demand. The goal is to assess a company’s future performance and offer investment recommendations to the investment bank’s clients, be they institutional investors such as pensions or hedge funds, mutual funds, insurance companies or retail investors. Research reports An analyst’s published research report might include a company overview with basic information about a …nnDiscussion:nn” ai_name=”RocketNews AI: ” start_sentence=”Can I tell you more about this article?” text_input_placeholder=”Type ‘Yes'”]
