Envestnet PMC As Envestnet’s portfolio consulting group, Envestnet | PMC is the ultimate “advisor to the advisor.” Our goal is to strengthen the relationship between advisors and their clients, by helping advisors and institutions leverage all the tools, capabilities and resources of the Envestnet platform.
Argus Research does not bring companies public, advise companies on mergers and acquisitions, broker trades, make markets in stocks or manage money. Our independence allows us to make critical judgments about companies that we might not be so free to make were we competing for a firm’s underwriting business. Because we’re not a broker/dealer, we don’t have “inventory” of a stock that we have to move with a tainted recommendation.
CS: Credit Suisse is committed to prioritizing clients’ needs. Our fully integrated coverage and research service model strives to deliver a holistic client and product offering. Combined expertise and resources enable us to deliver distinct coverage with leading content and solutions across products and regions.
Ned Davis: Ned Davis Research helps investment management firms make better decisions with unbiased, insightful and risk appropriate market and global economic data and analysis. In 1980, Ned Davis founded a new investment research group based on his fundamental belief that making money was more important than being right.
This belief drove a passion for analysis and the market and allowed the group to evolve to be one of the largest independent institutional investment research providers in the market. Today we are widely recognized for concise commentary and unbiased views. We offer investors insight into forces driving the markets.
CFRA: Founded in 1994, CFRA consistently identifies actionable opportunities from which clients can gain an investment edge and avoid risk. Through a differentiated proprietary methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisers and risk managers to uniquely analyze industries, funds and companies of their interest. CFRA’s global subscribers include the world’s leading institutional investors, wealth advisors, corporations, academics and governments.
Wilshire Associates (“Wilshire®”) is a diversified global financial services firm that serves in excess of 500 clients across 20 countries with combined assets exceeding $8 trillion*. Since its founding in 1972, Wilshire has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services, and technology solutions.
*Client assets are as represented by Pensions and Investments, detailed in P&I’s “Largest Retirement Funds” and P&I’s “Largest Money Managers (U.S. institutional tax-exempt assets)” as of 9/30/14 and 12/31/14, and published 2/9/15 and 5/18/15, respectively.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.
Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of March 31, 2017. The company has operations in 27 countries.
Morgan Stanley is a leading global financial services firm, earning a reputation as a leader in the field of investment research through timely, in-depth analysis of companies, industries, markets, and world economies.