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Solutions
- Research Type
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - Public Policy & Legal ResearchIdentify opportunity and risk driven by public policy and the courts.
  - Technical ResearchGiving you confidence to navigate any market cycle.
Who We Serve
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
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[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

Policy & Legal, Research

No relief for PBMs [CVS (CVS), Cigna (CI),...

Taking the Pulse of the U.S. Consumer

Taking the Pulse of the U.S. Consumer

Webinar

State of consumer challenges posed by inflation and the Federal Reserve's rate hikes.

Better research and technology wins: CFRA displaces legacy research provider at Global Private Bank

Better research and technology wins: CFRA displaces legacy research provider at Global Private Bank

Case Study

The Client chose to integrate and white-label CFRA’s Qualitative Equity Research...

CFRA Expands Its Global Operations to India

CFRA Expands Its Global Operations to India

01 March 2023

Press Release

Old Revenue Is New Again

Old Revenue Is New Again

Forensic, Research

Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...

Endicott Capital Announces Strategic Investment in CFRA

Endicott Capital Announces Strategic Investment in CFRA

12 January 2023

Press Release

Energy: Putin Lights a Fire Under LNG Demand

Energy: Putin Lights a Fire Under LNG Demand

Fundamental, Video

The role the U.S. natural gas industry could have in supplying Europe...

Scotts Has Commitment Issues

Scotts Has Commitment Issues

Forensic, Research

Scotts inventory risks may prevent them from Miracle-Growth...

CFRA Announces Acquisition of Washington Analysis, LLC

CFRA Announces Acquisition of Washington Analysis, LLC

01 October 2021

Press Release

Unsustainable Revenue at a Merger Target

Unsustainable Revenue at a Merger Target

Forensic, Research

EPS accretion merger targets look unrealistic...