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Financial & Policy Research Insights
Content Type: Case Study
25 Years of Outperformance: How CFRA Delivers Alpha & Mitigates Risk
Case Study, Fundamental
Discover how CFRA’s proven research has consistently generated alpha, helped manage risk, and driven AUM growth for financial professionals.
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Recession Risks Rising
Case Study, Fundamental
While CFRA does not see a U.S. economic recession in the near term, we do see growing global economic risks.
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The Fundamental-Forensic Collaboration Effect
Case Study, Fundamental
CFRA is a fiercely independent investment research provider, and our track record of “Sell” ratings is a testament to this independence.
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The Importance of Sector Outlooks
Case Study, Fundamental
CFRA has been providing and tracking actionable sector outlooks for nearly 30 years.
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See behind the curtain with CFRA’s custom forensic due diligence
Case Study, Forensic
CFRA found several inconsistencies in the data reported in...
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Intrinsic Valuation Limitations
Case Study, Fundamental
In today's complex wealth management landscape, a flexible approach can...
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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...
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