Comprehensive Insight into stocks, bonds & ETFs 1
Comprehensive Insight into stocks, bonds & ETFs Qualitative & Quantitative Equity Research ETF Analysis & Ratings Consensus Ratings Analysis Credit Strategy Market Strategy & Outlook
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Site Overview
Pan-Alliance functionality
Alliance member pages
Featured Research (landing page) Stock Ratings & Research Holdings Analysis Events Calendar About the Alliance Our Ratings
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Featured Research (landing page)
Daily Feature Rotating daily research note from Alliance member firms
Navigation Links to other Pan-Alliance functionality, and ticker entry form for Stock Ratings & Research
Member Tabs Highlighted research from each member firm and link to member pages
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Stock Ratings & Research
Ratings cards Price chart
Quick-view ratings on requested stock with link to in-depth report from each Alliance member
Top ETF Holders Top ETF holders of requested stock by weight. Also shows AltaVista fund rating and correlation (rsq.) to stock.
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Holdings Analysis
Equity holdings Quick-view ratings guide for each stock in a user’s portfolio, plus links to indepth research report from each Alliance member
ETF holdings Quick-view ratings for each covered ETF in a user’s portfolio, with link to Fund Focus report on AltaVista page
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Events Calendar
Events calendar Conferences, webinars and other events of Alliance members, including sign-up links
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About the Alliance About the Alliance Alliance explanation & capabilities, and member firm profiles
Links to additional materials
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Our ratings Ratings guide Explains how each Alliance member’s own rankings are mapped to a five-tier system for quick viewing by users STRONG BUY BUY NEUTRAL SELL STRONG SELL
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Jaywalk page Quick search by sector and rating
Consensus Insight Detail search Sector/Industry filters; custom settings for consensus values, # of IRPs, and recent changes. Even filter by account.
Results Scrolling results and links to indepth research reports (PDF) by ticker symbol
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Argus
Qualitative Research
Featured Research Reports Rating and download links
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Ford Equity Research
Ford Market Valuation model and commentary
Quantitative Research
Ticker input Get most recent Ford report on any ticker symbol
Upgrades & Downgrades Quick links to reports on ratings changes. Complete list in pop-up browser
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AltaVista Research
ETF Analysis & Ratings AltaVista navigation Ticker input & tool launch menu •Fund focus (detailed ETF analysis) •Fund Finder (search & screening tool) •Hedge Finder (input stock, get ETF holders, weighting & correlation)
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CreditSights
Fixed Income Strategy
Most Read Reports Links to most read reports from the past week on from CreditSights
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Benefits Broad coverage. Research and ratings on 4,500 securities, to help advisors build and adjust portfolios.
In-depth coverage. Fundamental coverage on 90% of S&P 500 market cap— the stocks your clients own. Plus in-depth research on market trends, bonds and ETFs.
Compliance best practices. Regulators have advocated independent research as a tool to reduce the perception of broker conflicts.
Performance. Our line-up of providers frequently is honored for their stock-picking skills.
The Future of Research. Research Alliance goes beyond US stocks and into ETFs, global stocks and bonds. We are already where investment research is headed.
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Contact us
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[email protected]
+1.212.413.7742
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