Decomposing Portfolio Risk Using Monte Carlo Estimators
Analyze decomposition of risk into marginal contributions or additive components related to a single security, investment...
Countdown to the DOL Fiduciary Rule
Fran Reed and Dave Nadig discuss details of the U.S. Department of Labor's fiduciary rule.
The Future of Fiduciary Responsibility
The new DOL fiduciary rule may have transformative changes for the retirement investment industry – regardless of its repeal or...
ETF Analytics
Gain access to a comprehensive, accurate repository of analytics data across the universe of exchange-traded products.
Portfolio Distribution
Streamline your distribution process with accurate processing for downstream population of investment consultant databases or...
Earnings Insight: January 6, 2017
The Q4 bottom-up EPS estimate dropped by 2.2% (to $30.86 from $31.55) during this period.
Targets and Ratings: January 4, 2017
Of the 11,414 ratings on S&P 500 companies at the end of Q4, 49% were Buy ratings, 45% were Hold, and 6% were Sell.
Research Management Solutions
Institutionalize the research process to boost cross-firm collaboration, maintain compliance, and ensure research continuity.
Guidance Quarterly: January 3, 2017
A record number of companies in the Industrials Sector are issuing negative EPS guidance.
Earnings Insight: December 30, 2016
For Q4 2016, the estimated earnings growth rate for the S&P 500 is 3.2%.
IPO Quarterly: December 29, 2016
The number of Q4 IPOs increased 6.5% to 33, but was still well below the average fourth quarter IPO count going back to 2000.
