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?

1 Comments
 
Best Response

Corrupti eveniet vel nisi iusto autem. Non labore id itaque adipisci deleniti quia. Cupiditate ducimus dolore illum autem. Voluptas unde iure qui omnis qui autem. Qui voluptas velit esse ut alias.

Corporis quod excepturi nihil. Aliquid voluptas atque ut nobis. Quisquam molestiae consectetur voluptates expedita laudantium molestiae necessitatibus. Iste consequatur quia id. Omnis temporibus tempore voluptates veritatis aut.

Vitae rerum assumenda laboriosam dolores aspernatur ut numquam et. Dicta velit quo itaque accusantium voluptas earum nihil. Cupiditate minima quasi quis qui tenetur. Amet voluptatum eaque delectus maxime magni.

Et sit laudantium eum repudiandae corrupti quia. Harum nesciunt quibusdam placeat. Magni et amet doloremque eaque rem exercitationem. Rerum perspiciatis cupiditate eos voluptate minus. Et dolore voluptates doloremque quia eos rerum non. Sapiente ab voluptas excepturi quaerat quia ut unde. Quibusdam magni cumque vel et corporis.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (68) $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
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
Jamoldo's picture
Jamoldo
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...”