• What do hedge funds analysts do?

    What do hedge funds analysts do? Chris Bailey - an Economist and Ex-fund manager comments. That's a very good question. PLEASE LIKE AND SHARE SO WE CAN BRING YOU MORE! You've got two twyes of hedge fund analysts; you've got those within hedge funds that are looking for opportunities and you've got those that are looking at hedge funds with a perspective to investing money into a particular fund. These are areas where anybody could get involved. If you've found this video useful, please click the like button and share it with your friends and remember to SUBSCRIBE to remain up-to-date!

    published: 13 Mar 2015
  • A Day in the Life of a Hedge Fund Analyst (excerpt from my Udemy.com course)...

    This is an excerpt from my course called "The Complete Financial Analyst Training and Investing Course." Click here for a coupon for The Complete Financial Analyst Training and Investing Course: https://www.udemy.com/the-complete-financial-analyst-training-and-investing-course/?couponCode=YT81717FATC

    published: 04 May 2016
  • Tips from the Top: Getting Hired at a Hedge Fund

    OneWire (http://www.onewire.com/videos) interviews hedge fund leaders in the Open Door video series with Skiddy von Stade. OneWire New York, New York http://www.onewire.com

    published: 08 May 2014
  • Fund Analyst Rating: Newton Real Return

    REAFFIRMED RATINGS: Morningstar's Jonathan Miller explains why analysts positively rate Newton Real Return, JPM Global Corporate Bond and Impax Environmental Markets Studio Guest: Jonathan Miller, Director of Manager Research, UK, Morningstar http://www.morningstar.co.uk

    published: 16 Oct 2017
  • How Much Do Hedge Fund Analysts Make?

    How much you'll be paid working for a hedge fund efinancialcareersglassdoor. So how do people in their late twenties and early thirties make over a million dollars at hedge fund? How much fund carry should you get? Hedge to become analyst salary, compensation, job description, resume. Wall street oasis hedge fund salaries article. What is the average salary of a hedge fund salaries your guide to in funds from this industry has an entry level cnbc. 10 may 2017 in this post, we only explore the question of how much staff in hedge funds earn. How much do hedge fund traders earn? 80,000 hoursstreet of walls. They usually make somewhat higher than ib but have lot more upside. 1 10 pm et 8 jan 2015 how much do you think the average hedge fund professional earns? They even make a ton of money rel...

    published: 22 Jul 2017
  • Buy Side versus the Sell Side: Traders at Hedge Funds and Banks

    Buy Side versus the Sell Side: Traders at Hedge Funds & Banks. David Morrison comments. PLEASE LIKE AND SHARE so we can bring you more! Systematic versus Discretionary Traders Some common misconceptions about traders. Discuss each of the following: - Buy side versus sell side: traders at a hedge fund or prop firm taking on risk to maximize reward versus traders at an investment back that are trying to maximize flow by matching bids and offers. - Systematic versus discretionary: traders who write computer code for strategies that can be backtested versus traders who research particular theses to trade on that are not based on a model or cannot be backtested (or use their intuition). This is talking about institutions and the professional trades; knowing what they're up to is good for ...

    published: 02 Oct 2014
  • What is a Quant?

    What is a Quant? Quant is a short form for Quantitative or Quantitative Analyst. Corvin Codirla, ex-hedge fund manager and trader comments. PLEASE HELP US BY LIKING THIS VIDEO IF YOU FOUND IT USEFUL. We understand what an analyst is; he analyses something and quantitative is very numerical. So in the investment industry you have someone called the research analyst. This is the person who gets the annual reports from companies and he researches them in his capacity as an analyst and produces a report for clients to indicate whether that company would make a good or bad investment. A Quantitative Analyst will just look at the numbers.

    published: 20 Feb 2017
  • A day in the life of an analyst

    A wee bit of exaggeration...but fun to make nonetheless. Check out the blog at: Beedeekay.com

    published: 03 Nov 2010
  • How does one exactly become a fund manager?

    How does one exactly become a fund manager? Chris Bailey - an Economist and Ex-fund manager comments. Suppose I’m a student wanting to get in the fund management industry – how do I go about it? PLEASE LIKE AND SHARE SO WE CAN BRING YOU MORE! You have to start as an analyst and you have to differentiate yourself by starting out with primary information and then interpreting the data in an intelligent way. There is no barrier at all in anybody getting into the fund management industry. Have you got the passion and interest to be doing it and your driver is not that its a well paid area? If you've found this video useful, please click the like button and share it with your friends and remember to SUBSCRIBE to remain up-to-date!

    published: 12 Mar 2015
  • What is the daily life of a hedge fund manager like?

    What is the daily life of a hedge fund manager like? Corvin Codirla, ex-hedge fund manager and independent traders comments. It depends on the kind of trading you do. For systematic trading (and that means fully automated machines) it was ensuring that the machines were executing the orders they were supposed to execute. Then it was about finding time to improve the system, client meetings, filling due diligence forms and then meetings with lawyers and administrators. At the end its a job! What would be your advice for someone who is looking to break into the hedge fund world?

    published: 20 Feb 2017
  • Interview with a Data Analyst

    This video is part of the Udacity course "Intro to Programming". Watch the full course at https://www.udacity.com/course/ud000

    published: 06 Jun 2016
  • CI Canadian Investment - A fund analyst pick (with french subtitles)

    Senior fund analysts Al Kellet and Brian O'Neill discuss CI Canadian Investment, with a focus on the funds performance.

    published: 20 Apr 2011
  • What's the difference between investment banking and private equity?

    Sherjan Husainie, of Leaders Global Network, offers career workshops in ten major cities around the world. He has worked in both investment banking at Morgan Stanley and in private equity at Google Capital. For more info, visit http://www.leadersgn.com/

    published: 06 Sep 2015
  • Woodford Equity Income Upgraded by Fund Analysts

    Morningstar fund analysts have upgraded Neil Woodford's UK equity income fund to a Silver Rating thanks to low fees and a positive performance record. Studio Guest: Peter Brunt, Senior Fund Analyst for Morningstar http://www.morningstar.co.uk -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-

    published: 18 Aug 2016
  • Front-Office Risk Analyst (Société Générale)

    Market Risk Management (Analyst) : MRMA has overall responsibility for independently measuring, monitoring, analyzing, and reporting market risks associated with Goldman Sachs' Broker-Dealer and Investment Management ("IMD") Divisions. For hedge funds, MRA calculates Value at Risk; volatility; marginal contribution to risk by asset class; and "severe loss" scenarios. The risk models used are the same as those used for managing the risk of the Firm's broker dealer trading businesses. For mutual funds, MRA calculates a number of stress tests and analyzes active weights in a portfolio compared to those in the relevant benchmark. Particular focus is given to concentrations and liquidity in relation to the market. MRA is also responsible for regulatory market risk reporting for mutual funds, d...

    published: 17 Jun 2013
  • How Do Analysts Choose the Best Fund Managers?

    The inside scoop on the pan-European Fund Manager of the Year awards, based purely on the qualitative insights of Morningstar analysts across Europe. Studio Guest: Muna Abu-Habsa, Director, Manager Research Ratings for Morningstar http://www.morningstar.co.uk

    published: 17 May 2017
  • What's in an Equity Research Report?

    In this tutorial, you’ll learn what goes into an equity research report, including how it differs from a stock pitch in terms of structure and argument, the main sections of the reports, and how you might write your own reports. http://www.mergersandinquisitions.com/equity-research-report/ Table of Contents: 1:43 Part 1: Stock Pitches vs. Equity Research Reports 6:00 Part 2: The 4 Main Differences in Research Reports 12:46 Part 3: Sample Reports and the Typical Sections 20:53 Recap and Summary Part 1: Stock Pitches vs. Equity Research Reports The main difference is that equity research reports are like “watered-down” stock pitches: you still recommend for or against investment in a public company, but your views are weaker, “Sell” recommendations are rare, and you spend a lot more ...

    published: 20 Jul 2016
  • Sell side vs Buy side Analysts

    This video discusses the difference between sell-side analysts and buy-side analysts. Sell-side analysts typically work for a brokerage firm or an investment bank and follow one or more companies within a specific industry. They forecast a company's earnings per share, issue a price target for the stock, and provide buy/sell/hold recommendations in the hope that investors would find the information useful and choose to do business with their investment bank or brokerage firm. Buy-side analysts, on the other hand, typically work for a pension fund, charitable foundation, or other large investor. The buy-side analyst's job is to identify attractive investment opportunities for their employer. A pension fund with $100 million to invest would rely on buy-side analysts to determine the...

    published: 10 Sep 2017
  • A DAY IN THE LIFE OF A PORTFOLIO ANALYST by Kyle Stewart

    published: 15 May 2017
  • Blackstone's Private Equity Team

    Neither this video nor any of the information contained herein constitutes an offer of any Blackstone fund.

    published: 23 Jun 2014
  • M&G Bond Funds Downgraded by Morningstar Analysts

    Morningstar fund analysts have downgraded M&G Corporate Bond Fund and M&G Strategic Corporate Bond Fund to a Silver Rating from Gold. Studio guest: Ashis Dash, Fund Analyst for Morningstar http://www.morningstar.co.uk -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-

    published: 30 Sep 2016
  • Our Analysts' Favorite Small-Cap U.S. Equity Funds

    These medalists can add diversification and potentially boost returns. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx

    published: 02 Aug 2017
  • Analysts argue for/against N5000 social intervention fund

    Analysts argue for/ against N5000 social intervention fund

    published: 11 Jan 2017
  • Investment Bank Trader or Hedge Fund Trader 1

    Former Investment Banker and Hedge Fund Manager talks about the career path for people wanting to get in the business.

    published: 07 Apr 2015
developed with YouTube
What do hedge funds analysts do?

What do hedge funds analysts do?

  • Order:
  • Duration: 2:16
  • Updated: 13 Mar 2015
  • views: 3848
videos
What do hedge funds analysts do? Chris Bailey - an Economist and Ex-fund manager comments. That's a very good question. PLEASE LIKE AND SHARE SO WE CAN BRING YOU MORE! You've got two twyes of hedge fund analysts; you've got those within hedge funds that are looking for opportunities and you've got those that are looking at hedge funds with a perspective to investing money into a particular fund. These are areas where anybody could get involved. If you've found this video useful, please click the like button and share it with your friends and remember to SUBSCRIBE to remain up-to-date!
https://wn.com/What_Do_Hedge_Funds_Analysts_Do
A Day in the Life of a Hedge Fund Analyst (excerpt from my Udemy.com course)...

A Day in the Life of a Hedge Fund Analyst (excerpt from my Udemy.com course)...

  • Order:
  • Duration: 11:13
  • Updated: 04 May 2016
  • views: 2883
videos
This is an excerpt from my course called "The Complete Financial Analyst Training and Investing Course." Click here for a coupon for The Complete Financial Analyst Training and Investing Course: https://www.udemy.com/the-complete-financial-analyst-training-and-investing-course/?couponCode=YT81717FATC
https://wn.com/A_Day_In_The_Life_Of_A_Hedge_Fund_Analyst_(Excerpt_From_My_Udemy.Com_Course)...
Tips from the Top: Getting Hired at a Hedge Fund

Tips from the Top: Getting Hired at a Hedge Fund

  • Order:
  • Duration: 1:34
  • Updated: 08 May 2014
  • views: 25020
videos
OneWire (http://www.onewire.com/videos) interviews hedge fund leaders in the Open Door video series with Skiddy von Stade. OneWire New York, New York http://www.onewire.com
https://wn.com/Tips_From_The_Top_Getting_Hired_At_A_Hedge_Fund
Fund Analyst Rating: Newton Real Return

Fund Analyst Rating: Newton Real Return

  • Order:
  • Duration: 2:56
  • Updated: 16 Oct 2017
  • views: 13
videos
REAFFIRMED RATINGS: Morningstar's Jonathan Miller explains why analysts positively rate Newton Real Return, JPM Global Corporate Bond and Impax Environmental Markets Studio Guest: Jonathan Miller, Director of Manager Research, UK, Morningstar http://www.morningstar.co.uk
https://wn.com/Fund_Analyst_Rating_Newton_Real_Return
How Much Do Hedge Fund Analysts Make?

How Much Do Hedge Fund Analysts Make?

  • Order:
  • Duration: 0:47
  • Updated: 22 Jul 2017
  • views: 13
videos
How much you'll be paid working for a hedge fund efinancialcareersglassdoor. So how do people in their late twenties and early thirties make over a million dollars at hedge fund? How much fund carry should you get? Hedge to become analyst salary, compensation, job description, resume. Wall street oasis hedge fund salaries article. What is the average salary of a hedge fund salaries your guide to in funds from this industry has an entry level cnbc. 10 may 2017 in this post, we only explore the question of how much staff in hedge funds earn. How much do hedge fund traders earn? 80,000 hoursstreet of walls. They usually make somewhat higher than ib but have lot more upside. 1 10 pm et 8 jan 2015 how much do you think the average hedge fund professional earns? They even make a ton of money relative to their wall street peers. How much can fund managers expect to earn? Here are average how get a million dollar hedge bonus buyside focus. A best and many of you may not be aware this career. How much does a senior analyst at hedge fund make? Quora. Hedge fund analyst l jobs and salary guide financewalk. Freshers can make career in this field if they have required skillsets and right attitude q so where does research analyst rank the hedge fund hierarchy? Your salary doesn't change much as you move up, most of your money 10 may 2017 truth is, not everyone makes it to star manager status, personal earnings, while higher than a lot industries, will rarely 2 feb funds are mentioned hundreds times daily media employ some really want work for fund, show quantitative experience how did personally bring or administrators, 20 analysts portfolio managers. Also note we're focused more on discretionary traders than the hedge fund analyst career track is much different from typical or mba students with little to no prior experience will earn a base how would 1st year at $1. Here's what you will be paid in a hedge fund 29 jan 2017 analyst salaries. Apr 2014 this is the typical compensation package for an investment professional at a hedge fund (no mutual funds, pe or others). The income can range from 10 jun 2016 here are the average earnings for uk's hedge fund and asset in us, where managers at analyst level expect to earn 4 sep 3 other analysts told me same last year. Positions range in salary from for an analyst to intermediate 13 mar 2013 just how much money do your run of the mill financial services as equity analysts, hedge fund associates, m&a vice presidents and summer 26 feb 2014 but prominent managers traders did not have match poor's 500 index make a lot many them it depends on size good is. Total average yearly comp comes to hedge fund ceos bring in tens of millions dollars every year, but rank and file employees earn much less. Hedge fund recruiting 101 mergers & inquisitions. The 25 highest earning hedge fund managers and traders forbes. Googleusercontent search. How much do wall streeters really earn? Forbes. Hedge funds magical places where the averag
https://wn.com/How_Much_Do_Hedge_Fund_Analysts_Make
Buy Side versus the Sell Side: Traders at Hedge Funds and Banks

Buy Side versus the Sell Side: Traders at Hedge Funds and Banks

  • Order:
  • Duration: 7:03
  • Updated: 02 Oct 2014
  • views: 7789
videos
Buy Side versus the Sell Side: Traders at Hedge Funds & Banks. David Morrison comments. PLEASE LIKE AND SHARE so we can bring you more! Systematic versus Discretionary Traders Some common misconceptions about traders. Discuss each of the following: - Buy side versus sell side: traders at a hedge fund or prop firm taking on risk to maximize reward versus traders at an investment back that are trying to maximize flow by matching bids and offers. - Systematic versus discretionary: traders who write computer code for strategies that can be backtested versus traders who research particular theses to trade on that are not based on a model or cannot be backtested (or use their intuition). This is talking about institutions and the professional trades; knowing what they're up to is good for us private investors/traders. A sell side analyst or broker would go to institutions telling them that they ought to buy this and that. The buy side are the Proprietary traders who are taking positions on behalf of institutions and they are there to make money. The sell side are the salesmen, the buy side are the one who are really there to make money from proprietary trading. It has been argued that the investments banks have become little more than hedge funds and they should be more honest about it. A hedge funds isn't necessarily transparent in what its buying or selling but its very transparent in what its trying to do in that its trying to invest money for wealthy people in a bid to make more money. The banks today are themselves operating like hedge funds. Looking at Goldman Sachs or JB Morgan; they would go for a whole year without incurring a loss in their proprietary trading; how can that be possible? The only real difference between a hedge fund and a banking institution is that if a hedge fund blows up no one cares but if a bank then we are on the hook for it as taxpayers! So should the likes of Barclays or others be doing that kind of trading? About trading systems and automated trading systems. There are ways of building your own black box system and also making available to other people and earn money from it.
https://wn.com/Buy_Side_Versus_The_Sell_Side_Traders_At_Hedge_Funds_And_Banks
What is a Quant?

What is a Quant?

  • Order:
  • Duration: 5:34
  • Updated: 20 Feb 2017
  • views: 3761
videos
What is a Quant? Quant is a short form for Quantitative or Quantitative Analyst. Corvin Codirla, ex-hedge fund manager and trader comments. PLEASE HELP US BY LIKING THIS VIDEO IF YOU FOUND IT USEFUL. We understand what an analyst is; he analyses something and quantitative is very numerical. So in the investment industry you have someone called the research analyst. This is the person who gets the annual reports from companies and he researches them in his capacity as an analyst and produces a report for clients to indicate whether that company would make a good or bad investment. A Quantitative Analyst will just look at the numbers.
https://wn.com/What_Is_A_Quant
A day in the life of an analyst

A day in the life of an analyst

  • Order:
  • Duration: 4:53
  • Updated: 03 Nov 2010
  • views: 312030
videos
A wee bit of exaggeration...but fun to make nonetheless. Check out the blog at: Beedeekay.com
https://wn.com/A_Day_In_The_Life_Of_An_Analyst
How does one exactly become a fund manager?

How does one exactly become a fund manager?

  • Order:
  • Duration: 3:01
  • Updated: 12 Mar 2015
  • views: 15386
videos
How does one exactly become a fund manager? Chris Bailey - an Economist and Ex-fund manager comments. Suppose I’m a student wanting to get in the fund management industry – how do I go about it? PLEASE LIKE AND SHARE SO WE CAN BRING YOU MORE! You have to start as an analyst and you have to differentiate yourself by starting out with primary information and then interpreting the data in an intelligent way. There is no barrier at all in anybody getting into the fund management industry. Have you got the passion and interest to be doing it and your driver is not that its a well paid area? If you've found this video useful, please click the like button and share it with your friends and remember to SUBSCRIBE to remain up-to-date!
https://wn.com/How_Does_One_Exactly_Become_A_Fund_Manager
What is the daily life of a hedge fund manager like?

What is the daily life of a hedge fund manager like?

  • Order:
  • Duration: 3:43
  • Updated: 20 Feb 2017
  • views: 10937
videos
What is the daily life of a hedge fund manager like? Corvin Codirla, ex-hedge fund manager and independent traders comments. It depends on the kind of trading you do. For systematic trading (and that means fully automated machines) it was ensuring that the machines were executing the orders they were supposed to execute. Then it was about finding time to improve the system, client meetings, filling due diligence forms and then meetings with lawyers and administrators. At the end its a job! What would be your advice for someone who is looking to break into the hedge fund world?
https://wn.com/What_Is_The_Daily_Life_Of_A_Hedge_Fund_Manager_Like
Interview with a Data Analyst

Interview with a Data Analyst

  • Order:
  • Duration: 2:54
  • Updated: 06 Jun 2016
  • views: 112367
videos
This video is part of the Udacity course "Intro to Programming". Watch the full course at https://www.udacity.com/course/ud000
https://wn.com/Interview_With_A_Data_Analyst
CI Canadian Investment - A fund analyst pick (with french subtitles)

CI Canadian Investment - A fund analyst pick (with french subtitles)

  • Order:
  • Duration: 2:34
  • Updated: 20 Apr 2011
  • views: 194
videos
Senior fund analysts Al Kellet and Brian O'Neill discuss CI Canadian Investment, with a focus on the funds performance.
https://wn.com/Ci_Canadian_Investment_A_Fund_Analyst_Pick_(With_French_Subtitles)
What's the difference between investment banking and private equity?

What's the difference between investment banking and private equity?

  • Order:
  • Duration: 3:24
  • Updated: 06 Sep 2015
  • views: 62484
videos
Sherjan Husainie, of Leaders Global Network, offers career workshops in ten major cities around the world. He has worked in both investment banking at Morgan Stanley and in private equity at Google Capital. For more info, visit http://www.leadersgn.com/
https://wn.com/What's_The_Difference_Between_Investment_Banking_And_Private_Equity
Woodford Equity Income Upgraded by Fund Analysts

Woodford Equity Income Upgraded by Fund Analysts

  • Order:
  • Duration: 2:22
  • Updated: 18 Aug 2016
  • views: 749
videos
Morningstar fund analysts have upgraded Neil Woodford's UK equity income fund to a Silver Rating thanks to low fees and a positive performance record. Studio Guest: Peter Brunt, Senior Fund Analyst for Morningstar http://www.morningstar.co.uk -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-
https://wn.com/Woodford_Equity_Income_Upgraded_By_Fund_Analysts
Front-Office Risk Analyst (Société Générale)

Front-Office Risk Analyst (Société Générale)

  • Order:
  • Duration: 2:36
  • Updated: 17 Jun 2013
  • views: 40842
videos
Market Risk Management (Analyst) : MRMA has overall responsibility for independently measuring, monitoring, analyzing, and reporting market risks associated with Goldman Sachs' Broker-Dealer and Investment Management ("IMD") Divisions. For hedge funds, MRA calculates Value at Risk; volatility; marginal contribution to risk by asset class; and "severe loss" scenarios. The risk models used are the same as those used for managing the risk of the Firm's broker dealer trading businesses. For mutual funds, MRA calculates a number of stress tests and analyzes active weights in a portfolio compared to those in the relevant benchmark. Particular focus is given to concentrations and liquidity in relation to the market. MRA is also responsible for regulatory market risk reporting for mutual funds, depending on their domicile. Responsibilities: • Daily/weekly monitoring of the risks associated with both hedge funds and mutual funds, across equity and fixed income strategies. • Develop, implement, and enhance stress tests, scenario analyses, and risk decompositions. • Build and maintain relationships with businesses, providing regular updates on changes in risk metrics and stress tests to senior IMD Management. Basic Qualifications • Bachelors Degree in a relevant discipline • Minimum one year of experience Preferred Qualifications • Strong written and verbal communication skills -- able to work with a wide range of constituents (i.e. from Portfolio Managers to Controllers to Technology) • Proven record of strong internal performance • Detail Oriented with a strong control mentality • Acute and pro-active interest of what is happening in financial markets on a day-to-day basis • Highly motivated and assertive with a "can-do" attitude We want to build the next generation models that would make the world economy better off.
https://wn.com/Front_Office_Risk_Analyst_(Société_Générale)
How Do Analysts Choose the Best Fund Managers?

How Do Analysts Choose the Best Fund Managers?

  • Order:
  • Duration: 1:42
  • Updated: 17 May 2017
  • views: 167
videos
The inside scoop on the pan-European Fund Manager of the Year awards, based purely on the qualitative insights of Morningstar analysts across Europe. Studio Guest: Muna Abu-Habsa, Director, Manager Research Ratings for Morningstar http://www.morningstar.co.uk
https://wn.com/How_Do_Analysts_Choose_The_Best_Fund_Managers
What's in an Equity Research Report?

What's in an Equity Research Report?

  • Order:
  • Duration: 22:18
  • Updated: 20 Jul 2016
  • views: 22318
videos
In this tutorial, you’ll learn what goes into an equity research report, including how it differs from a stock pitch in terms of structure and argument, the main sections of the reports, and how you might write your own reports. http://www.mergersandinquisitions.com/equity-research-report/ Table of Contents: 1:43 Part 1: Stock Pitches vs. Equity Research Reports 6:00 Part 2: The 4 Main Differences in Research Reports 12:46 Part 3: Sample Reports and the Typical Sections 20:53 Recap and Summary Part 1: Stock Pitches vs. Equity Research Reports The main difference is that equity research reports are like “watered-down” stock pitches: you still recommend for or against investment in a public company, but your views are weaker, “Sell” recommendations are rare, and you spend a lot more time describing the company and its operations and financials. By contrast, in hedge fund stock pitches you take more extreme views and spend more time explaining how your views differ from those of the market as a whole. Part 2: The 4 Main Differences in Research Reports 1) There’s More Emphasis on Recent Results and Announcements 2) Far-Outside-the-Mainstream Views Are Less Common 3) Research Reports GiveTarget Prices” Rather Than Target Price Ranges 4) The Investment Thesis, Catalysts, and Risk Factors Are “Looser” Part 3: Sample Reports and the Typical Sections The main sections of a report are as follows: Page 1: Update, Rating, Price Target, and Recent Results The first page of an “Update” report states the bank’s recommendation (Buy, Hold, or Sell, sometimes with slightly different terminology), and gives recent updates on the company. A specific “target price” must be based on specific multiples and specific assumptions in a DCF or DDM. So with Jazz, we explain that the $170.00 target is based on 20.7x and 15.3x EV/EBITDA multiples for the comps, and a discount rate of 8.07% and Terminal FCF growth rate of 0.3% in the DCF. Next: Operations and Financial Summary Next, you’ll see a section with lots of graphs and charts detailing the company’s financial performance, market share, and important metrics and ratios. For a pharmaceutical company like Jazz, you might see revenue by product, pricing and # of patients per product per year, and EBITDA margins. For a commercial bank like Shawbrook, you might see loan growth, interest rates, interest income and net income, and regulatory capital figures such as the Common Equity Tier 1 (CET 1) and Tangible Common Equity (TCE) ratios: This section of the report explains how the research analyst/associate forecast the company’s performance and came up with the numbers used in the valuation. Valuation The valuation section is the one that’s most similar in a research report and a stock pitch. In both fields, you explain how you arrived at the company’s implied value, which usually involves pasting in a DCF or DDM analysis and comparable companies and transactions. The methodologies are the same, but the assumptions might differ substantially. In research, you’re also more likely to point to specific multiples, such as the 75th percentile EV/EBITDA multiple, and explain why they are the most meaningful ones. Investment Thesis, Catalysts, and Risks This section is short, and it is more of an afterthought than anything else. We do give reasons for why these companies might be mispriced, but the reasoning isn’t that detailed and it’s not linked to specific share prices. Banks present Investment Risks mostly so they can say, “Well, we warned you there were risks and that our recommendation might be wrong.” http://www.mergersandinquisitions.com/equity-research-report/
https://wn.com/What's_In_An_Equity_Research_Report
Sell side vs Buy side Analysts

Sell side vs Buy side Analysts

  • Order:
  • Duration: 3:30
  • Updated: 10 Sep 2017
  • views: 274
videos
This video discusses the difference between sell-side analysts and buy-side analysts. Sell-side analysts typically work for a brokerage firm or an investment bank and follow one or more companies within a specific industry. They forecast a company's earnings per share, issue a price target for the stock, and provide buy/sell/hold recommendations in the hope that investors would find the information useful and choose to do business with their investment bank or brokerage firm. Buy-side analysts, on the other hand, typically work for a pension fund, charitable foundation, or other large investor. The buy-side analyst's job is to identify attractive investment opportunities for their employer. A pension fund with $100 million to invest would rely on buy-side analysts to determine the appropriate investment strategy. Buy-side analysts in turn may interact with and rely on the information provided by sell-side analysts. Edspira is your source for business and financial education. To view the entire video library for free, visit http://www.Edspira.com To like Edspira on Facebook, visit https://www.facebook.com/Edspira To sign up for the newsletter, visit http://Edspira.com/register-for-newsletter Edspira is the creation of Michael McLaughlin, who went from teenage homelessness to a PhD. The goal of Michael's life is to increase access to education so all people can achieve their dreams. To learn more about Michael's story, visit http://www.MichaelMcLaughlin.com To follow Michael on Twitter, visit https://twitter.com/Prof_McLaughlin To follow Michael on Facebook, visit https://www.facebook.com/Prof.Michael.McLaughlin
https://wn.com/Sell_Side_Vs_Buy_Side_Analysts
A DAY IN THE LIFE OF A PORTFOLIO ANALYST   by Kyle Stewart

A DAY IN THE LIFE OF A PORTFOLIO ANALYST by Kyle Stewart

  • Order:
  • Duration: 3:16
  • Updated: 15 May 2017
  • views: 201
videos
https://wn.com/A_Day_In_The_Life_Of_A_Portfolio_Analyst_By_Kyle_Stewart
Blackstone's Private Equity Team

Blackstone's Private Equity Team

  • Order:
  • Duration: 3:24
  • Updated: 23 Jun 2014
  • views: 37891
videos
Neither this video nor any of the information contained herein constitutes an offer of any Blackstone fund.
https://wn.com/Blackstone's_Private_Equity_Team
M&G Bond Funds Downgraded by Morningstar Analysts

M&G Bond Funds Downgraded by Morningstar Analysts

  • Order:
  • Duration: 2:59
  • Updated: 30 Sep 2016
  • views: 128
videos
Morningstar fund analysts have downgraded M&G Corporate Bond Fund and M&G Strategic Corporate Bond Fund to a Silver Rating from Gold. Studio guest: Ashis Dash, Fund Analyst for Morningstar http://www.morningstar.co.uk -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-
https://wn.com/M_G_Bond_Funds_Downgraded_By_Morningstar_Analysts
Our Analysts' Favorite Small-Cap U.S. Equity Funds

Our Analysts' Favorite Small-Cap U.S. Equity Funds

  • Order:
  • Duration: 2:35
  • Updated: 02 Aug 2017
  • views: 139
videos
These medalists can add diversification and potentially boost returns. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
https://wn.com/Our_Analysts'_Favorite_Small_Cap_U.S._Equity_Funds
Analysts argue for/against N5000 social intervention fund

Analysts argue for/against N5000 social intervention fund

  • Order:
  • Duration: 20:44
  • Updated: 11 Jan 2017
  • views: 40
videos
Analysts argue for/ against N5000 social intervention fund
https://wn.com/Analysts_Argue_For_Against_N5000_Social_Intervention_Fund
Investment Bank Trader or Hedge Fund Trader 1

Investment Bank Trader or Hedge Fund Trader 1

  • Order:
  • Duration: 15:00
  • Updated: 07 Apr 2015
  • views: 16201
videos
Former Investment Banker and Hedge Fund Manager talks about the career path for people wanting to get in the business.
https://wn.com/Investment_Bank_Trader_Or_Hedge_Fund_Trader_1
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