Understanding the World of Equity Research: Past, Present and Future
Tuesday, December 8, 2020 | 1:30PM
- 2:20PM | Room:
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Concurrent Session
Equity research is under seige from structural changes such as MiFID II and the rise of Artificial Intelligence to market forces like shrinking research budgets. So what does it mean for IROs when traditional research is shrinking and access to the buy-side is becoming disintermediated? The last thing an IRO wants is spending its and management time getting an analyst up to speed on their company’s story only to find out of that the vast majority of prospective investors will never see this analyst’s work. But more often than not, that is what’s happening. How did we get here and what can be done about it?
Join us as we present the past, present and future of research with hard data and advice on how to deal with the changing research landscape.
Learning Objectives:
- Hear an up-to-the-minute analysis of how research coverage is currently being distributed by market cap across 10,000+ US equities
- Get a nuanced look at how the buy-side accesses (or not) and values (or not) sell-side research and how that in turn impacts IROs’ ability to disseminate their company’s message
- Learn how to survive in a world of less traditional research, including identifying alternatives to traditional equity reports