Seeking Research Providers for Country Allocation Strategy (ETF-Based)

Hi everyone,

I’m looking for recommendations on reputable research firms that offer valuable insights to support country allocation decisions—particularly for a small non-US Family Office using equity ETFs.

We often start with a top-down perspective (e.g., "We’d like exposure to a certain region") and then need to determine the best country or sector within that region to express the view. Our challenge lies in answering that second question more effectively.

I understand that many well-known firms approach country allocation from a bottom-up angle due to their extensive company-level coverage. However, we're more interested in region-to-country or sector-level allocation frameworks and data.

Any suggestions on research providers or platforms that are particularly strong in this area would be greatly appreciated.

Thanks in advance!

1 Comments
 

Minima eum nemo aut error consequatur ipsa. Qui tenetur corrupti ut cumque. Nihil consequuntur et voluptas voluptatem consequatur enim adipisci.

Eum repellat itaque quidem dolores. Itaque voluptatem quis asperiores veniam autem. Repellendus at laborum iste reiciendis qui. Est eaque amet delectus id. Quo quia et qui possimus ex similique.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

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 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 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 (67) $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
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
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...”