Solutions to Build a Top Performing Equity Research Analyst Team
Relevant workshops, coaching and assessments that help your equity research analysts produce and communicate more valuable research
Relevant workshops, coaching and assessments that help your equity research analysts produce and communicate more valuable research
Obtain impartial expertise to ensure your metrics and incentives are maximizing your goals
Learn MoreBring in a knowledgeable expert to intrigue, inspire and reinforce messages key to research’s success
Learn MoreThe only self-assessment for buy-side and sell-side equity research analysts to identify their strengths and blind spots.
Based on evaluations of over 2,500 buy-side and sell-side equity research analysts from over 60 countries, “GAMMA” reveals your abilities for the five key activities of successful analysts, while “PI” explores productivity and individual characteristics – two measures that shape an analyst’s overall success.
Our workshops are customized to help buy-side and sell-side analysts improve their stock picking and receive greater recognition for those calls. At the core is a philosophy that analysts can contribute to their firms more quickly by mastering the best practices of successful practitioners. Unfortunately, these methods are dispersed across the field of the top performers, few of whom have the time to mentor the next generation of analysts.
Did your department achieve all of its goals last year? If so, is the entire team focused on the practices that will ensure a repeat? If not, could the team employ a set of best practices to help reach its goals this year? Our consulting services bring expertise to helping you deliver more value from Equity Research
Bringing in a knowledgeable third-party with established equity research best practices is the smart way to organize and facilitate your event when results are the focus. It’s also a sure way to give the agenda a new perspective and underscore the importance of the event to everyone. James Valentine, CFA presents a keynote address or facilitates an interactive presentation that gets everyone thinking about the importance of improving equity research.
Evaluate our solutions to help you build a top performing equity research analyst team
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles:
You will receive:
To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.
You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions).
Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)
You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions):
We will attempt to reply to you within one business day based upon the responses to our questions below.