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?
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