The Best of Sell-Side Research – None of the Demands

Like every sell-side shop we write initiation, quarterly and as-needed reports with price targets and ratings held to FINRA 2241 and 3110 rules (defines objectivity and supervision)

Where we differ from the sell-side:

  • Distribution of reports to 17 platforms used by institutional investors – Estimates on 22 platforms
  • Global readership reaches every institutional investor worldwide

  • Ability to target our reports to any public company news feed, sector or GICS segment that match your target investor

  • We provide detailed readership reports following each published research report

  • No ongoing demand on you or your management team

  • We are a resource for the IRO

Deliverable Schedule

One-Time Balanced Initiation Report

10-25 Pages
  • Balanced Description of Business
  • Overview of Competitors/Peers
  • Strategy
  • Comps to Peers
  • Outlook with Detailed Estimates through 2020
  • Risk Factors
  • Price Target and Methodology
  • Ratings

Quarterly Reports on Earnings Releases

6-10 Pages
  • Comparison of Quantitative Results to Expectations
  • Summary of Key Developments in the Quarter
  • Comps of Peers
  • Updates to Estimates
  • Risk Factors

Important Development Reports

5-8 Pages
  • Reports of M&A, Change in Management, Important New Product Launch and other Significant Events Outside Earnings Reports
  • Active Engagement with Analyst on Quarterly Conference Call and Throughout the Year

Readership Reports

  • Detailed Readership Reports of all Institutional Readers as Provided by Platforms Following Their Embargo Periods (typ. 60 days)

Extensive Platform Coverage

Platforms LHR Research Reports LHR Estimates
Major Platforms
Alphametry (European Union) x x
Bloomberg x x
FactSet x x
NYSE Connect x x
Research Exchange (European Union) x x
S&P Cap IQ x x
Thomson Reuters (includese IBES/First Call) x x
Specialty Platforms
AlphaSense x x
Knobias – (retail) x x
Markit on Demand x x
Naviga (formerly Acquire Media) x x
Nucleus195 x x
Q4 x x
Sentio x x
Track Data x x
William O’Neill x x
Database/Estimate Aggregators
Alacra x
Morningstar Research x
SunGard – FAME x
Yahoo Finance x