The quality of sell-side research has been in decline for years. Senior analysts have departed the industry while banks stretch existing resources in an attempt to maintain coverage. This has resulted in a “maintenance research” model, focused on superficial coverage of quarterly results and a bias towards encouraging trading activity.
StockViews is committed to the production of high-quality, differentiated research. Every research note is evaluated through a scorecard that measures 16 data points across 4 categories (depth of research, scope of research, explanation of thesis and value to investors). Supporting financial models are constructed according to a consistent framework (based on McKinsey valuation methodology) with assumptions and mechanics clearly laid out. Our process is engineered to deliver an investment thesis that is differentiated, actionable and fully substantiated by in-depth analysis.
"You only need a few good ideas in a lifetime to become wealthier than you ever thought possible."
”If you have the same people doing the same things, you should expect the same results.”
We believe in the power of a data-driven approach.
We track the performance of every analyst by reference to two key metrics:
1. The performance of stock recommendations
2. The quality of research, as determined by client ratings
Compensation is tied to these metrics, creating a strong incentive for analysts to deliver the best outcome for clients. You can view a complete track record for every analyst, permitting an informed opinion of credibility and fostering an environment of trust.
We use proprietary AI (Artificial Intelligence) to collect and sort data efficiently, check sources and perform preliminary analysis. This allows our analysts to deliver meaningful research more efficiently and faster than the traditional sell-side.
"I wouldn't call it radical, I would call it enthusiasm for progress."
"StockViews is among a growing cohort of fintech companies looking to capitalize on a regulatory clampdown."
Financial News, March 2016
"Existing sell-side analysts may soon have to make room for the growing number of independent analysts whose views are followed and respected by thousands."
IR Magazine, June 2015
"StockViews Leverages Crowdsourcing to Deliver Better Research to Fund Managers."
Finovate Blog, August 2015