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Research Type
Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies.
ETF Data & Analytics
The data and analytics you need to navigate the ETF universe.
ETF & Mutual Fund Research
A forward focused, holistic approach to fund insights.
Forensic Accounting Research
Understand implications of public company financial reporting.
Public Policy Research
Identify opportunity and risks driven by public policy.
Technical Research
Giving you confidence to navigate any market cycle.
Legal Research
Real-time insights on legal themes, cases, and regulatory events.
Client Type
Wealth Management
Full-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
Institutional Investors
Hedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
Financial Advisors
Financial Advisors, Relationship Managers, Wealth Managers
Individual Investors
Self-directed individual investors
Insights
About CFRA
Login
Solutions
Research Type
Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies.
ETF Data & Analytics
The data and analytics you need to navigate the ETF universe.
ETF & Mutual Fund Research
A forward focused, holistic approach to fund insights.
Forensic Accounting Research
Understand implications of public company financial reporting.
Public Policy Research
Identify opportunity and risks driven by public policy.
Technical Research
Giving you confidence to navigate any market cycle.
Legal Research
Real-time insights on legal themes, cases, and regulatory events.
Client Type
Wealth Management
Full-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
Institutional Investors
Hedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
Financial Advisors
Financial Advisors, Relationship Managers, Wealth Managers
Individual Investors
Self-directed individual investors
Insights
About CFRA
Login
Request trial
Key Financial Terms
a
ASSET VALUATION
ASSET TURNOVER
ASSET ALLOCATION
ASSET
APPLICATION PROGRAMMING INTERFACE (API)
ANNUAL RETURN
ADJUSTED EBITDA
ACCOUNTING PRINCIPLES
b
BROKER-DEALER
BOND ETF
BASIS RISK
BALANCED INVESTMENT STRATEGY
BACKTESTING
c
COST ACCOUNTING
COMMODITIES MARKETS
CASH FLOW STATEMENT
CASH FLOW FROM OPERATING ACTIVITIES
CASH FLOW FROM INVESTING ACTIVITIES
CASH FLOW FROM FINANCING ACTIVITIES
CASH FLOW
CAPITAL GAIN
CAPITAL EXPENDITURE(CAPEX)
CAPITAL ASSET PRICING MODEL (CAPM)
CAPITAL
d
DOWNSIDE RISK
DUE DILIGENCE
DISCLOSURE
e
ECONOMIC OUTLOOK
EQUAL WEIGHT
ECONOMIC CALENDAR
EARNINGS BEFORE TAXES, DEPRECIATION, AND AMORTIZATION
EARNINGS
f
FUNDAMENTAL ANALYSIS
FORENSIC ACCOUNTING
FOREIGN EXCHANGE
FOCUS STOCK OF THE WEEK
FINANCIAL ADVISOR
g
GLOBAL STARS
GENERALLY ACCEPTED ACCOUNTING PRINCIPALS (GAAP)
GAP ANALYSIS
h
HEDGE FUND
l
LONG/SHORT FUND
LONG TERM-INVESTMENT STRATEGY
LONG-TERM INVESTMENTS
LARGE-CAP
i
INVESTMENT STRATEGY
INSTITUTIONAL INVESTOR
INDEX FUNDS
m
MIFID II
MID-CAP
MORNING BRIEFING
n
NON-GAAP
NEW EPS ESTIMATE
o
OVERWEIGHT
p
PRIVATE BANKING
r
RISK MANAGEMENT
RISK TOLERANCE
RESEARCH NOTES
REGISTERED INVESTMENT ADVISOR (RIA)
s
SECURITIES EXCHANGE COMMISSION
SECTOR BREAKDOWN
SEASONALITY
S&P INDICES
SECTOR STRATEGIES
SECTOR SCORECARD
SECTOR OUTLOOK
STREET TALK
STARS PERFORMANCE
STARS CHANGES
t
TECHNICAL MARKET INDICATORS
TREASURY MARKET COMMENTARY
TICKER SYMBOL
TECHNICAL ANALYSIS
TAX FRAUD
u
UNDERWEIGHT
UNWEIGHTED
q
QUANT FUNDS
v
VOLATILITY
VALUATION ANALYSIS
V-SHAPED RECOVERY
w
WIRE HOUSE BROKER
WEALTH MANAGEMENT