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Research   

  • Small-Cap Research Gains Ground
    03/16/2010

    Asset managers and analysts are starting to place more value on small-cap research, according to a new study by Integrity Research Associates.

  • Securities Firm Expands Research
    03/16/2010

    Execution Noble, an investment bank and securities firm, is expanding its non-traditional research platform by boosting coverage of verticals in both Europe and the U.S. The firm is looking to increase coverage of energy/mining, financials and insurance and telecommunications, media & technology.

  • California Investment Bank Ramps Up Research
    03/11/2010

    Global Hunter Securities, a California-based full service investment bank focusing on middle market corporate and institutional clients, is increasing its research coverage with new hires.

  • Top Bernstein Insurance Analyst Bolts
    03/10/2010

    Insurance analyst Todd Bault has left Sanford C. Bernstein, according to recruiters.

  • Small Cap Research Firm Expands
    03/10/2010

    AMI Research, a small cap research provider, is expanding with a New York office location, modified report formats and new distribution channels.

  • Ticonderoga Builds Out Risk Arbitrage, Sales
    03/09/2010

    Ticonderoga Securities is building out its sales group and has just launched a risk arbitrage desk as part of its overall growth effort.

  • Knight Expands Fixed-Income Research
    03/08/2010

    The fixed-income research group within Knight Libertas, a subsidiary of Knight Capital Group, is looking to bring on a few analysts to help provide more insight into the fixed-income market with a possible focus on insurance or healthcare, said Tim Daileader, director of research.

  • Wolfe Research Rebrands, Expands
    03/08/2010

    Wolfe Research, a New York-based boutique focused on freight transportation, has recently rebranded itself as Wolfe Trahan & Co. and is adding to its sales force to help with a new marketing initiative.

  • Jefferies Builds Out Industrials Coverage
    03/03/2010

    Jefferies is adding to its equity research on the industrials sector with new hires.

  • Consumer Edge Adds Top Analyst
    03/03/2010

    Consumer Edge Research, a new boutique firm focused on the consumer products sector, has just hired Institutional Investor-ranked consumer analyst Faye Landes.

  • Canaccord To Grow Under New Research Director
    03/03/2010

    Canaccord Adams plans to add staff on the heels of appointing Stephen Buell, research director.

  • Guidepoint Builds On Tracker Services
    03/03/2010

    Guidepoint Global, a New York-based expert network, is expanding its tracker research service that monitors usage trends and market share in medical technology and therapeutic industries in more than 50 countries.

  • Janney To Add Analysts, Coverage
    03/03/2010

    Janney Montgomery Scott plans to provide research on 400 companies by the end of the year and bring its analyst headcount to about 30.

  • Roubini Snags Ex-Ford Director
    03/03/2010

    Roubuni Global Economics has snagged Gina Sanchez, former director of public investments for the $10 billion Ford Foundation, according to WSL sister publication Foundation & Endowment Money Management.

  • Ex-Pali Analysts Build Research At BTIG
    03/02/2010

    Former Pali Capital analysts Rich Greenfield and Walter Piecyk have already begun making hires for the research group they will build for BTIG.

  • Susquehanna Expands Energy Coverage
    03/01/2010

    Susquehanna Financial Group is expanding its energy coverage by adding staff.

  • Maxim Expands Healthcare Coverage
    03/01/2010

    Maxim Group is adding sub-sectors to its healthcare sector coverage.

  • Weeden Grows Equity, FI Research
    03/01/2010

    Weeden & Co. is growing its equity research platform and its recently launched fixed- income analysis group with new hires.

  • Citigroup REITs Analyst Moves To FBR
    02/26/2010

    David Toti, senior REITs analyst, left Citigroup last week to run the Real Estate Research group at FBR Capital Markets. Toti focuses on multifamily and apartment REITs.

  • Piper Jaffray Asia Expands Equities Platform
    02/25/2010

    Piper Jaffray Asia plans to expand its equity sales, research and trading platform with additional staff.

  • Barclays Builds Out Asian Research
    02/23/2010

    Barclays Capital is building out its research for Asia ex-Japan, including Australia, under the direction of the region’s new equity research head, Stephen O’Sullivan.

  • Indie Research Team Moves To Susquehanna
    02/22/2010

    A.J. Rice, an Institutional Investor-ranked healthcare services analyst and his associate, Chris Rigg, have left Pomeroy Research to join Susquehanna Financial Group.

  • Buyside Spurns TCA For FX
    02/22/2010

    Fewer investors are undertaking transaction cost analysis for foreign exchange trading activity, according to the third annual Global FX Market Study by the CME Group, released today.

  • Investment Bank To Host Agriculture Sector Forum
    02/22/2010

    New York-based investment bank Morgan Joseph is planning an Ag Day forum for institutional investors, where they can meet with U.S. farmers to hear about the latest trends in the agricultural sector.

  • TradingScreen To Launch FX Service
    02/19/2010

    TradingScreen will launch a foreign exchange transaction cost analysis service in the next few months.

  • Morgan Vet Preps Oil Coverage For Dahlman
    02/18/2010

    Darren Gacicia, a Morgan Stanley veteran, will launch oilfield services coverage for Dahlman Rose in a few weeks.

  • Primary Global Adds New Distribution Channel
    02/16/2010

    Primary Global Research, an expert network, is expanding with a new information distribution channel.

  • Asian Research Firm To Offer Paid-For Research
    02/16/2010

    NRA Capital, a Singapore-based independent research firm, has started offering issuer-sponsored reports for companies on the Singapore Exchange to the public at no cost.

  • D.A. Davidson, Susquehanna Expand Restaurant Coverage
    02/16/2010

    D.A. Davidson, a Great Falls, Mont.-based brokerage, and the Susquehanna Financial Group are expanding their restaurant sector coverage with new hires.

  • Morningstar Expands Research Offering
    02/16/2010

    Morningstar has added Securities and Exchange Commission filings information to its research offering.

  • CIBC Rebuilds Energy Coverage
    02/10/2010

    CIBC World Markets, the investment banking arm of Canadian Imperial Bank of Commerce, is rebuilding its energy sector following the recent departures of several highly-ranked oil and gas analysts.

  • Collins Stewart Names Chief Equity Strategist
    02/10/2010

    Tactico and Omega are preparing technology that would work in the back office to reconcile issues caused by multi-market compression in Canada, according to Eric Stoop, managing director of Tactico.

  • Healthcare Research Firm Targets Acquisitions
    02/09/2010

    Decision Resources, Inc., a research and advisory firm focused on healthcare insights and analysis, wants to buy small, specialized healthcare boutiques.

  • Wolfe Research Grows Strategy With Bear Vet
    02/08/2010

    Wolfe Research, a New York-based boutique focused on freight transportation, is expanding its macro strategy platform to include investment strategies and quantitative analysis services.

  • RBS Expands Middle East Research
    02/08/2010

    The Royal Bank of Scotland (RBS) is expanding its coverage of Middle Eastern stock markets as part of an ongoing expansion into the region.

  • Currensee Expands Trading Platform
    02/08/2010

    Currensee, a social network site for FX traders, is expanding its trading platform with new real-time services.

  • Nomura To Double U.S. Fixed Income Research
    02/05/2010

    Nomura Securities plans to double the staff headcount in its fixed income research unit within a year.

  • Morgan Keegan Expands Technology Research
    02/04/2010

    Morgan Keegan is expanding its technology research universe with new coverage.

  • CAPIS Expands Alternative Research
    02/04/2010

    Capital Institutional Services is increasing its alternative research offering by expanding its corporate access service, Summit.

  • Distressed Debt Shop Adds Macro Strategy
    02/03/2010

    Miller Tabak Roberts Securities is adding macro-economic investment strategy to its research department, the firm’s first foray into strategy research.

  • Investor Relations Firm Targets Analysts
    02/02/2010

    CCG Investor Relations, a strategic communications consulting firm, is recruiting equity research analysts.

  • Collins Stewart Expands Tech Research
    02/02/2010

    Collins Stewart is expanding its technology research group with new hires and coverage.

  • Ticonderoga Snags Pali Analysts
    02/01/2010

    Ticonderoga Securities has snagged three former Pali Capital analysts that recently left the firm. The New York-based brokerage started its research group in October.

  • First Horizon Cuts Research Unit, Exits Deal Talk
    02/01/2010

    First Horizon has cut its equity research business FTN Equity Capital Markets, eliminating 100 positions, according to a senior executive with FTN.

  • Nomura Builds Out Macro Strategy
    01/29/2010

    Nomura is building out its new macro strategy research group, which encompasses fixed income and commodities.

  • Healthcare Research Firm Hiring
    01/28/2010

    Favus Institutional Research, an independent healthcare research firm, is looking to bring on a handful of analysts and sales staff over the next few months.

  • Cadis Boosts Global Services
    01/28/2010

    Cadis, a data management provider for the buyside, has strengthened its global services with new hires and language support.

  • Scotia Moves Into Energy E&P
    01/26/2010

    Scotia Capital has expanded its equity research platform with new coverage of U.S. energy exploration and production companies.

  • Hudson Moves Into Research
    01/25/2010

    Hudson Securities, the execution services provider and market maker subsidiary of Hudson Holding Corporation, is moving into equity research.

  • TheMarkets.Com Adds Global Independent Research
    01/22/2010

    TheMarkets.com is adding Asian, European and Middle Eastern research providers to its research distribution platform.

  • Morgan Joseph Expanding Industrials, Healthcare
    01/20/2010

    Morgan Joseph, a middle-market full service investment banking firm, is building its industrials and healthcare coverage and has added new hires as part of the effort.

  • Celent Expands Financial Research In Asia
    01/20/2010

    Celent is adding research and analysts focused on financial services in the Asia Pacific region.

  • Aite: Canada, Asia ATSs Growing
    01/20/2010

    According to the Aite Group, Canadian and Asian alternative trading systems (ATS) will have significant market share growth over the next two years.

  • Pali FIG Analysts Bolt
    01/20/2010

    Two top financial services analysts, Chris Allen and Doug Sipkin, have left Pali Capital.

  • Execution Venues Push Research To Buyside
    01/19/2010

    Liquidnet, BNY ConvergEx and Bloomberg Tradebook are pushing and expanding their research offerings in an attempt to bring in more assets from the buyside.

  • S&P Expands Singapore Research
    01/19/2010

    Standard & Poor’s is in the process of rolling out additional coverage of companies listed on the Singapore Exchange (SGX) as part of its overall expansion of research in the Asian markets.

  • Gelber Group To Add Performance Benchmarks
    01/15/2010

    Gelber Group, a Chicago-based proprietary trading firm, plans to develop performance benchmarks with the addition of a new tick data management and analytics system.

  • Liquidnet Plans Research Conference Series
    01/13/2010

    Liquidnet is planning a series of conferences as part of its management access offering, in order to leverage the research expertise of OTR Global Holdings with which it recently partnered.

  • Nasdaq Pushes For Multi-Year Research Contracts
    01/13/2010

    The Nasdaq OMX Group is pushing for small and mid-cap companies that have gotten research through its partnership with Morningstar to sign on for multi-year contracts and upgrade.

  • Indie Researcher Eyes Brokerage Status
    01/12/2010

    Sector & Sovereign, a recently founded independent research boutique, expects to expand its offering over the next few months by launching a brokerage business.

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