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Luminaries Awards

Financial Planning > Charitable Giving

ConvergEx Awards Recognize Independent Research Providers

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ConvergEx Group named winners of its Jaywalk Independent Research Provider Performance Awards for the second quarter of 2010 on Monday, July 26. The program recognizes Jaywalk’s independent research providers (IRPs) for their exceptional research recommendations.

Abacus Analytics calculated performance statistics using data from April 2010 through the end of June 2010, according to the announcement. Abacus’s metrics focus on the degree to which an IRP’s equal-weighted portfolio of Buy/Positive ratings outperformed its equal-weighted portfolio of Sell/Negative ratings.

The ConvergEx announcement recognized winners in four categories:

Best Bullish Stock Selection, which identifies IRPs whose buy calls most outperformed their coverage, scaled by their aggressiveness in making bullish recommendations.

? Ockham Research, a division of xRM Global, is an online equities research tool and financial news monitoring service for investors, day traders and financial analysts. The Ockham Research tool is specifically designed to report on the financial realities of a stock and the social perceptions influencing its value. These elements combine to create stock intelligence, allowing investors to have a complete view of the two most important factors affecting their portfolios. Ockham Research covers more than 1,000 names.

? ACI Research provides original research and insights on the global telecom ecosystem to institutional investors and industry executives. Its Telecom Cycle Research identifies major trends before they can obtain evidence from other industry or financial analysts. ACI was the first firm to track telecom system and component vendors as an ecosystem. ACI Research covers fewer than 1,000 names.

Best Bearish Stock Selection, which identifies IRPs whose sell calls most underperformed their coverage, scaled by their aggressiveness in making bearish recommendations.

? TheStreet Ratings is a primary supplier of independent, unbiased investment research. The firm’s recommendations are derived from a quantitative model that integrates multiple factors, including fundamental and technical inputs, as well as valuation factors and risk assessment. This model is supplemented by qualitative analysis from an experienced staff of analysts that provide their insight and sector expertise. TheStreet Ratings covers more than 1,000 names.

? Matterhorn Group‘s research methodology is based on its understanding of the products, target markets and strategies of each company in its universe. Market data for each company covered have been gathered from the user community as well as the supply chain since the firm was founded in 1995. Matterhorn incorporates personal interviews with IT and business managers along with its internal technology

research into each company analysis. Maintaining continuous dialogue with senior management at the companies in its universe further supports its research. The firm updates its company reports as its analysts uncover evidence of impending changes in macro and micro scenarios. Matterhorn Group covers fewer than 1,000 names.

Best Overall Stock Selection.

? MarketGrader‘s research combines a comprehensive fundamental analysis with a top-down approach to help investors find the highest rated companies across all industries. A final overall grade for each stock encompasses the combination of its growth, value, profitability and cash flow indicators, giving investors a clear picture of the company’s strengths and weaknesses. MarketGrader covers more than 1,000 names.

? REIT Growth & Income Monitor, providing comprehensive coverage of more than 100 REITs, is a product of Atlantis Investment Co., Inc. Its goal is to identify the best REIT stocks for income-oriented investors. Particular attention is paid to the REIT’s ability to continue to pay and increase dividends, as indicated by the ratio of FFO to the dividend. Reit Growth & Income Monitor covers fewer than 1,000 names.

Director’s Choice Award, which acknowledges forward-thinking excellence in the overall business strategy of a particular IRP. IRPs’ business strategies were evaluated in a recent survey conducted by Jaywalk. Because adaptation is critical to success in this rapidly changing industry, this award’s recipient has invested in new initiatives to increase the scope of its offerings and the appeal of its products to the demanding institutional investor community.

? Market Edge Research, a service of Computrade Systems, Inc., uses a wide array of investment criteria for its quantitative model, the Market Edge Equity Research Report. The report focuses on valuation, profitability, balance sheet strength and growth potential to guide investors through an objective analysis of more than 4,000 securities and ETFs. In addition, the report compares each security with its industry group to determine how it is valued relative to its peers. A final analysis determines whether a stock fits the fundamental characteristics of a growth, momentum or value stock.

ConvergEx is a technology company that provides products and services to asset managers and financial intermediaries globally. Jaywalk is a division of the group’s ConvergEx Research Solutions LLC.

Michael S. Fischer ([email protected]) is a New York-based financial writer and editor and a frequent contributor to


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