Research & Advisory

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Definition:

Research & advisory services include the gathering, analyzing, and reporting on financial information for the purpose of initiating, modifying or terminating a particular investment or group of investments. Findings are based on a combination of sector and company research with fundamental and quantitative analyses to present a well-rounded investment strategy. Research is conducted on either the buy-side (where investment descisions are made from in-house analyses) or the sell-side (a brokerage firm that offers its research to the public).