Open Access
Most research is held prisoner behind paywalls and "client only" access rules at brokerage firms. This doesn't serve companies well at all.
For research to be effective it must be available to anyone, in any place and on any device.
This demands distribution in both open online forums like blogs, social networks and investing sites and traditional institutional platforms.
Research 2.0 is everywhere and our corporate advisory clients benefit greatly from that visibility.
Retail Investors
The line between retail and institutional is blurring but there are still retail-focused platforms.
We post and comment frequently on sites like Seeking Alpha and StockTwits. These are also syndicated to Yahoo and Google Finance.
Blogs, mobile devices and social networks are becoming key in communicating with investors. We do them all.
Investment banks, brokerage firms are unwilling or unable to share their research on these modern platforms.
Our Institutional Partners
Capital IQ is part of Standard & Poors and provides a research platform used by over 4,200 firms covering all aspects of institutional finance.
FactSet is a public company with an analytics platform employed by 42,000 users at over 2,100 institutions.
Thomson Reuters and Thomson ONE dominates institutional research distribution around the world, especially with mutual funds.
In August 2011 we signed an agreement with the remaining large player in this space that was founded by a man who has since gone into politics and become a mayor.