Reference

Investment Research Glossary

Essential terminology for buy-side professionals, covering expert networks, primary research methods, and compliance concepts.

Alpha Generation

The process of producing investment returns that exceed a benchmark or market average.

Non-traditional data sources used by investors to gain insights beyond conventional financial metrics.

Investment firms that buy securities for their own portfolios or client accounts, such as hedge funds and asset managers.

A research method involving direct contact with a company's distribution channels to assess business performance.

The average of analyst forecasts for a company's financial metrics, typically earnings per share or revenue.

The comprehensive research and analysis process conducted before making an investment decision.

A scheduled consultation between an investor and an industry expert, typically arranged through an expert network.

A service that connects investors with industry specialists for paid consultations and primary research.

An investment approach that evaluates securities by analyzing financial statements, industry conditions, and economic factors.

A competitive advantage derived from possessing superior knowledge or insights compared to other market participants.

A well-reasoned argument that explains why an investment will generate expected returns.

Material Non-Public Information—confidential information that could impact a security's price if made public.

An investment research approach that combines multiple pieces of public and non-material information to form investment conclusions.

The process of selecting and sizing investments to optimize risk-adjusted returns.

Original research conducted directly with sources, as opposed to secondary research from published materials.

Investment research produced by brokerage firms and investment banks for their clients.

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