The enhanced portal gives Public Policy research subscribers a robust platform featuring an intuitive interface, comprehensive search capabilities, a consolidated Research Hub, and the ability to create custom Watchlists and Alerts.
NEW YORK, July 31, 2025 – CFRA, the world’s leading provider of independent investment research, is today announcing a key enhancement to its Institutional Research Portal, a powerful, web-based platform that now gives institutional investors access to its industry-leading Public Policy research from Washington Analysis.
Launched early in 2025, CFRA’s Institutional Research Portal already allowed institutional investors a dynamic platform to access its Forensic Accounting research. With the addition of its Public Policy research, CFRA brings its entire institutional offering into a single platform designed to enhance the CFRA client experience and enable smarter and faster investment decisions.
Built on the foundation of CFRA’s existing Institutional Research Portal, today’s enhancements include the ability to:
- Search and filter policy research reports by ticker, author, industry and more
- Create personalized alerts based on subscription or area of focus
- Track tickers with user-defined custom watchlists
- Register for upcoming expert conference calls and access past call transcripts
- Access research anytime from a responsive design optimized for desktop and mobile
“A driving force for CFRA is to continually enhance our client experience and streamline how our users access and consume our research,” said Lynn Bachstetter, Head of Institutional Solutions at CFRA. “This expansion of our Institutional Portal is a not only a significant step forward for our Public Policy clients but creates a dynamic unified platform for our entire institutional research offering that gives investors a single, streamlined workflow that put our most relevant research in their hand quicker so they can stay on top of markets in real-time.”
MORE ABOUT THE INSTITUTIONAL RESEARCH PORTAL
Personalized Homepage
A personalized starting point to stay on top of the lates in Public Policy research.
- Quickly access the latest reports
- See and register for upcoming events
- Review your recent activity and see the top viewed reports across all CFRA users
Research Hub
Explore newly published and archived research in one streamlined experience.
- Seamless browsing of entitled content
- Advanced filtering by ticker, Watchlist, GICS industry, author, keyword, and more
- Smart Search to pinpoint exact research reports
Alert Manager
A dynamic self-alerting system that replaces e-mail distribution lists.
- Customize and manage research alerts with precision
- User-defined parameters including ticker, author, topic, and keyword
- Real-time notification when new research is published
Watchlists
Subscribers can create and manage a list of companies that they care about most.
- Integration throughout the platform resulting in a tailored homepage experience
- Enter tickers manually or upload a custom list of tickers
- Export Watchlist data for deeper analysis
For more information on CFRA’s full range of research offerings, visit www.cfraresearch.com.
To learn more about the Institutional Portal, visit www.cfraresearch.com/solutions/public-policy-and-legal-research/institutional-portal
To login into the portal, visit institutional.cfraresearch.com/login