6DECEMBER 2023Editor's NoteLeveraging Technology for Equity Research AnalysisInvestors rely on equity research solutions for in-depth financial analysis and recommendations in the financial industry. For institutional investors and investment banks, these solutions are vital to supporting their clients in making informed investment decisions by providing timely and high-quality information. Equity research analysts have direct access to management, allowing them to gauge their competence and relay this to investors. Their insights and recommendations can be used to determine whether an investment is a good buy, a good hold, or a suitable sale.Equity research solutions have seen tremendous improvements in productivity and capability over the past two decades due to technology. The inefficiencies and errors associated with manually entering research content into aggregator platforms are being addressed by technology. Developing tools for more accurate and efficient research publishing marked the beginning of a transformative period. Trading strategies are informed by natural language processing tools used to extract market sentiment from analysts' reports. Data management with blockchain technology is also becoming transparent and secure. Researchers are automating disclosures and disclaimers in reports as part of compliance and risk management. Electronic trading accelerated with the advancement of computing power, which influenced commissions and trading costs.This Financial Services Review edition brings readers to the key developments in equity research solutions. It features a thought leadership article from Jason Obradovich, Chief Investment Officer of New American Funding, who analyzes the current housing market, emphasizing its improved stability compared to the 2008 Financial Crisis through changed lending practices, regulations, and market dynamics. It also features an article from Fabio Frassani Alonso, Finance Manager FP&A, Related Business, and Financial Planning Manager at Sobeys, who discusses how businesses can identify and correct potential problems before they arise by regularly monitoring financial performance.This edition spotlights Independent Investment Research, a firm that provides high-quality commissioned equities and fund research for brokers, fund managers, and family offices. In this edition featuring the Top Equity Research Solutions Providers 2023, we hope you find the right partner suited to your business requirements.Let us know your thoughts!Copyright © 2023 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.Managing EditorJeff RodriguezVisualizerChris LynnAmelia Stewart*Some of the Insights are based on the interviews with respective CIOs and CXOs to our editorial staffEmail:sales@financialservicesreview.comeditor@financialservicesreview.commarketing@financialservicesreview.com DECEMBER - 03 - 2023, Vol 04 - 58 (ISSN 2835-9771)Published by ValleyMedia, Inc. To subscribe to Financial Services ReviewVisit www.financialservicesreview.com Jeff RodriguezManaging Editoreditor@financialservicesreview.comEditorial StaffAaron Pierce Ashik Jain Ancel Castelino Ava GarciaGilbert Hoover Joshua Parkerpending
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