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Sell-side research is often used as 'soft money' rather than sold directly, for example provided to preferred clients in return for business. Writing reports or notes expressing opinions is always a part of "sell-side" (brokerage) analyst job and is often not required for "buy-side" (investment firms) analysts.
Securities research professionals are known most generally as "analysts", "research analysts", or "securities analysts"; all the foregoing terms are synonymous. Research analysts produce research reports and typically issue a recommendation: buy ("overweight"), hold, or sell ("underweight"); see target price and trade idea.
Series 65 – Uniform Investment Adviser Law Exam* Series 66 – Uniform Combined State Law Exam (Combined 63 and 65)* Series 72 – Government Securities – Limited Representative; Series 79 – Investment Banking Exam; Series 82 – Private Securities Offerings – Limited Representative; Series 86 – Research Analyst – Securities ...
Financial analysts often assess the following elements of a firm: Profitability - its ability to earn income and sustain growth in both the short- and long-term. A company's degree of profitability is usually based on the income statement, which reports on the company's results of operations;
The CFA Institute Research Challenge is an annual global competition in equity research hosted by the CFA Institute started in 2007. The competition provides university students with hands-on training and mentoring in financial analysis.
A sell-side analyst works for an investment bank or a brokerage firm and evaluates companies for future earnings growth and other investment criteria. Aside from stimulating buying and selling, the reliability of the research will help the client make a better decision.
He has qualified for two financial professional certifications: the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA). He began his financial career working for FactSet Research Systems Inc. He later described his experiences to the Wall Street Journal, saying: "I realized they were doing a lot of run-of ...
The Association for Investment Management and Research (AIMR) was founded in 1990 as the umbrella organization for the ICFA and the FAF, still separate entities at that time. ICFA and the FAF consolidated under AIMR in 1999. [8] In 2004, the Association for Investment Management and Research voted to change its name to the CFA Institute. [11]
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