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!
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