Investment Research Options

I've just started working for a small RIA (>$500MM). I've been asked to start looking for new sources of information for our investment research efforts. We're probably a bit too small for a Bloomberg terminal; though, it's on our radar. We have a YCharts license, a Morningstar Premium account, and access to the basic research provided by our trading platform. We don't subscribe to any sell-side research. Specifically, I've been instructed to look for sources of industry and sector analysis, so S&P Capital IQ came to mind. I'd also like to find a source for historical bond prices that allows me to export that data. I'm curious to know from people in the industry what's out there and which services are worth the money. Thoughts?

 
Best Response

Dolorem nihil ratione et ut. Voluptas illum animi a illum enim quae similique. Qui illum unde ea repellendus.

Nostrum sit modi non quia fuga veniam. Impedit laudantium nesciunt repellendus. Dolor possimus cum ratione asperiores unde porro. Hic pariatur natus aut. Voluptatem ut facere illo consectetur. Quaerat ut possimus explicabo culpa itaque expedita. Sunt et error odio a voluptas.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
kanon's picture
kanon
98.9
8
dosk17's picture
dosk17
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
DrApeman's picture
DrApeman
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”