Zurich, London, New York, March 20, 2025 – CFRA, a leading global provider of independent investment research today announced that they have been selected by LGT Private Banking, the international private bank owned by the Princely Family of Liechtenstein, as their exclusive third-party provider of fundamental equity research which will be used to support advisers and RM’s across Europe. 

The partnership provides LGT research teams, portfolio managers, and investment advisors with real-time access to CFRA’s industry-leading research and analytic tools to help their investment teams stay on top of changes in global markets, make well-informed investment decisions, and deliver added value to their international client base.  

“After experiencing significant growth in our core business, we recognized the need to expand the research available to our internal teams to better support our growing global client base,” said Lukas Frey, COO & Deputy Head Investment Services Europe. “In our selection process we looked for a global research provider with a strong track record, broad coverage, and consistent reliability. CFRA met these criteria, and we are convinced that this partnership will enhance the support we provide to both our internal investment teams and our clients.” 

“We are thrilled to have been selected by LGT as their exclusive provider of global equity research,” says Patricia Wilson, Chief Solutions Officer for CFRA. “This partnership is another important step in our continued focus on the Swiss market and demonstrates our commitment to strategic partners like LGT in the region.” 

LGT will offer their internal teams and clients white-labeled versions of CFRA’s research reports in both German and English with the plan to incorporate CFRA research into their proprietary research in the future.  

With decades of experience providing unbiased and actionable research, CFRA’s equity research is trusted globally by more than 150,000 financial advisors and relationship managers through its industry-leading MarketScope Advisor platform and Research-as-a-Service model.  

NEW YORK, December 4, 2024 – CFRA, the world’s leading provider of independent investment research today announced that its global fundamental equity, thematic, and sector research is  now available to Banque Audi Suisse investment professionals and relationship managers, exclusively through their MarketScope Advisor platform. 

The partnership provides Banque Audi Suisse with real-time access to CFRA’s industry-leading research and analytical tools to help their investment teams stay on top of changes in global markets, make well-informed investment decisions, and deliver value to their affluent client base.  

“Our search for a global equity research provider was driven by our commitment to delivering maximum value to our client base,” said Hans Itburrun, Head of Investments for Banque Audi Suisse. “It was critical that the partner we chose be able to provide a comprehensive global view of equity markets, had a strong foundation of U.S. coverage, and was backed by a strong track record of performance, CFRA easily checked all those boxes and was able to deliver their research to our team through a turnkey, easy-to-use platform.” 

“We are delighted to be selected as the exclusive provider of global equity research to Banque Audi Suisse,” says Patricia Wilson, Chief Solutions Officer for CFRA. “This strategic partnership is an important step in our focus on the Swiss market and underscores the value our research and technology offering for private banks and their clients.” 

With decades of experience providing unbiased and actionable research, CFRA’s equity research is trusted globally by more than 150,000 financial advisors and relationship managers through its industry-leading MarketScope Advisor platform.  

WASHINGTON, DC, October 29, 2024 – Washington Analysis, a CFRA business, welcomes Tatiana Brown Johnson and Dr. Monet Stanford as Senior Vice Presidents of Healthcare Policy. Tatiana and Monet will join the firm on Monday, November 4.  

Tatiana joins Washington Analysis from a market-focused policy research firm, where she worked with institutional investors to provide analysis and forecasting of trends and catalysts across healthcare, biopharmaceuticals, and special situations. Tatiana previously worked as a senior health policy analyst at Centene, where she analyzed federal and state level health policy, including issues related to Medicare, Medicare Advantage, Part D, Medicaid, dual eligible beneficiaries, and social determinants of health, among other responsibilities. She also gained experience as a legislative director at multi-client law and government relations firm Polsinelli.  

Prior to joining the private sector, Tatiana served on Capitol Hill, including as a legislative aide to Senator Joe Donnelly. She has also held roles with presidential and state-wide political campaigns. Tatiana holds a master’s in health law and policy from Hofstra University.  

Monet joins Washington Analysis from the Alliance for Regenerative Medicine (ARM), where she served as director of access and reimbursement policy for the cell and gene therapy sector. In this role, Monet was responsible for analyzing proposals from the Centers for Medicare & Medicaid Services (CMS), National Institutes of Health (NIH), Food and Drug Administration (FDA), Federal Trade Commission (FTC), and Congress, as well as convening stakeholders from across the biopharmaceutical industry to facilitate forecasts that inform their investment strategies. 

 Prior to joining ARM, Monet led policy at the Association for Accessible Medicines, a trade association focused on generic and biosimilars industry. She also managed government relations and regulatory affairs for Kaiser Permanente, where she leveraged claims and utilization data to develop forecasts and engage with regulatory agencies. Monet also spent time as a policy development specialist with Centene and as a policy fellow at the National Association of Chain Drug Stores. Monet holds a Doctor of Pharmacy from the University of Maryland and completed her clinical training through a pharmacy practice residency at Purdue University. 

Tatiana and Monet join the firm’s healthcare policy team – senior analysts Laura Hobbs and Ira Loss, and senior research associate Ryan Visnovec – to bolster coverage of issues affecting medical devices, diagnostics, equipment, biopharma, providers, and services, among other healthcare subsectors. Coverage will include legislative and regulatory initiatives, coverage and reimbursement determinations, and litigation, among other issues. Additional details on coverage will be provided next month.  

New tools increase functionality for ETF issuers, allowing customized dashboards, screens and lists so fund firms can see where flows have been going, where they are heading, and the competitive landscape for their existing funds and new ideas.

NEW YORK, February 20, 2024 – CFRA, the world’s leading provider of independent investment research, is today unveiling a number of key enhancements to its FUNDynamix platform, a powerful, market leading web-based tool that provides ETF professionals and wealth managers with dynamic screening capabilities, in-depth ETF analysis, detailed flows trends, and comparison tools.

Launched in 2023, FUNDynamix already allows users to search ETFs by nearly 100 granular categories and themes, quickly allowing them to see asset flows; sector- and holdings-level details; credit quality changes in bond ETFs; and detailed breakdowns of the drivers behind AUM changes (i.e., net assets vs. market movement).

Today’s enhancements build on the FUNDynamix foundation, and include:

• Dynamic, custom screening capabilities that allow users to create their own screens, comparisons, and watchlists.
• Access to pre-made screens curated by CFRA based on trending themes and categories of interest to asset managers, wealth managers, and investors.
• Enhanced data and insights to help users stay ahead of market trends.

“Innovation in the ETF industry continues to move at breakneck speed. ETF issuers need specialized tools to promote their funds, anticipate trends and identify strategies to pursue,” said Aniket Ullal, Head of ETF Data & Analytics with CFRA. “With these enhancements to FUNDynamix, users can better see where investor attention is heading, not just where it’s been, and grow their fund businesses.”

CFRA’s FUNDynamix is designed to support both Wealth Management and Institutional ETF professionals whose work involves the fast-growing ETF universe, including:

• Sales and marketing teams at ETF issuers
• Product management teams
• Fund distribution teams
• Portfolio managers and investment teams
• Technology and platform professionals
• Compliance, risk, and due diligence teams
• The full range of service providers in the ETF ecosystem

“Our conversations with fund issuers since we first introduced FUNDynamix have been remarkably positive and these enhancements are a direct result of their feedback. As FUNDynamix is added directly into the workflow of more issuers, we’re excited about what we’ll continue to learn and build together,” added Saul Melendez, Senior Director of Product Management with CFRA.

FUNDynamix is a key part of CFRA’s industry-leading suite of research solutions. The firm’s proprietary approach provides a unique blend of fundamental equity, forensic accounting, legal, fund, public policy, and technical research with cutting-edge data and analytics, all delivered via powerful web-based platforms and highly customizable modern APIs.

For more information about FUNDynamix and CFRA, please visit www.cfraresearch.com.

NOTE: Complimentary access to FUNDynamix is available to members of the media. Contact Chris Sullivan of Craft & Capital for more details: chris@craftandcapital.com.

For more information on the full range of CFRA’s research offerings, please visit: www.cfraresearch.com

CFRA is at the forefront of the Research-as-a-Service (RaaS) paradigm; An approach that allows wealth management and institutional clients to access and integrate financial research and data from seasoned industry leading analysts without the cost or complexity of building and managing their own internal teams. Washington Analysis, with its 50-year history of timely and actionable policy-focused insights, is now available via CFRA’s RaaS.

NEW YORK, June 7, 2023 – CFRA, the world’s leading provider of independent investment research, is today announcing the rollout of a powerful new distribution capability for its political and public policy research offering, delivering these timely and actionable insights to clients via API (application programming interface) or data feed.

Acquired by CFRA in 2021, Washington Analysis provides in-depth coverage across the most heavily regulated sectors, including defense, energy, financials, healthcare, housing, technology, and telecommunications. Washington Analysis also provides actionable insights on political, foreign policy, merger and acquisition, tax, and trade developments with the perspective of implications to financial markets and investors. Timely research publications are complimented by direct access to senior analysts and frequent in-person and virtual events offering unique perspectives from key players across the policy and political arena.

Washington Analysis’ broad and deep policy and political research can now be integrated directly into investors Research Management Systems (RMS), whether they are internal platforms or via 3rd party vendor solutions, creating seamless analytical workflows. Integration into client technology platforms can now power advanced AI and machine learning analysis tools, such as Natural Language Processing (NLP), Natural Language Generation (NLG), sentiment scoring, and generative AI. To ensure seamless integration with client platforms, CFRA product and engineering teams worked closely with clients and distribution vendor partners to provide a turnkey integration solution that includes customized API endpoints, allowing clients to dramatically improve the speed and quality of processing research to take more expedited investment decisions.

“The work of our policy analysts has always been highly distinctive and, given the clear impact of the current political and policy climate on financial markets, has perhaps never been timelier,” said John Sonsalla, Head of Policy & Legal Research with CFRA.

“With the rollout of this new enterprise delivery solution, it is now possible to seamlessly integrate the team’s policy insights directly into a client’s research management platform in real-time. Speed, insights, and accuracy are all cornerstones of an effective research offering, and we are excited to introduce this approach for our research,” added John Horn, Commercial Manager with CFRA.

The CFRA RaaS solution will enable key new capabilities and workflows with Washington Analysis research:

• Search by keyword, ticker, and other meta data tags;
• Create watchlists to receive updates in real-time, eliminating the risk of missing the latest research updates;
• Access historical reports, allowing for the identification of developing and historical trends and patterns and rapidly onboard new analysts; and
• Establish compliance and risk management alerts when new information becomes available on specific companies and policies.

“Actionable and insightful research is most valuable to clients if it can be delivered, discussed, and acted upon quickly, seamlessly, and in the most cost-effective ways. That philosophy is at the core of our innovative Research-as-a-Service approach,” added Eram Schlegel, Chief Product and Marketing Officer with CFRA. “APIs, data feeds, mobile and web platforms are all core delivery options that form the framework for a robust RaaS-driven approach. Clients can benefit from a fully integrated offering of crucial research they need to make the best investment decisions without the cost, risk and complexity of having an in-house research team. We’re eager to extend our RaaS suite to include policy and political research.”

The addition of policy research to their enterprise delivery platform helps further the firm’s tech-driven mission and approach, joining other RaaS offerings that include fundamental research, ETF data, and analytics. The firm expects to expand its enterprise delivery platform to include its technical research offering later this year.

For more information on Washington Analysis, please visit our Public Policy Research page.

Web-based platform designed as a hub for all professionals working with or on Exchange Traded Funds; provides critical, timely data and insights that no other platform can deliver

NEW YORK, May 9, 2023 – CFRA, the world’s leading provider of independent investment research, is today marking the launch of FUNDynamix, a new web-based platform that provides critical, timely data and updates, specialized ETF monitoring, and analysis available on no other platform.

Key features of FUNDynamix include dramatically enhanced abilities to identify ETFs and ETF categories on a granular level that are experiencing changes in flows; analyzing sector- and holdings-level exposure trends in specific ETFs over a variety of time frames; monitoring credit quality changes in bond ETFs over time; detailed breakdowns of the drivers of fund flows, including analysis on whether asset changes are being driven by net creations/redemptions or market movement; and much more.

“We’ve long had the industry’s most robust set of global ETP data available as a data feed. With FUNDynamix we are now able to deliver that data in actionable, insightful, easy to navigate ways that will help ETF issuers and investment professionals identify flow patterns and performance trends early, helping them stay ahead of the curve when it comes to their product development and product marketing approaches,” said Aniket Ullal, Head of ETF Data & Analytics with CFRA.

Unlike other data platforms, CFRA’s FUNDynamix is designed for the full range of professionals whose work involves the fast-growing ETF universe, including:

• Product management teams;
• Fund distributors;
• Portfolio managers and investment teams;
• Technology and platform professionals;
• Compliance experts; and
• The full range of service providers to both the wealth and asset management worlds.

“With FUNDynamix, trends can be spotted sooner, risks charted more closely to real-time, and product lineups and investor portfolios kept ahead of the trends that until now had always seemed surprising in hindsight,” said Eram Schlegel, Chief Product Officer & Global Head of Marketing with CFRA.

“An additional key aspect that sets FUNDynamix apart is its robust and proprietary fund categorization system, which systematically groups funds together based on their key attributes, not on potentially arbitrary, and often rigid, style box definitions,” added Saul Melendez, Senior Director of Product Management with CFRA

“Early FUNDynamix users have been able to spot the data showing a range of key, but potentially under the radar, trends, including the $10 billion that the entire buffered ETF category took in last year and how a small cohort of high-quality ETFs, including QUAL and COWZ, have been among the biggest asset gatherers of the past six months,” continued Ullal.

FUNDynamix is the latest addition to CFRA’s industry-leading suite of research solutions. The firm’s proprietary approach provides a unique blend of fundamental equity; forensic accounting; legal and regulatory insights; and fund, public policy and technical research with cutting-edge data and analytics, all delivered via highly customizable, tech-driven approaches.

Click here for more information about FUNDynamix.

NOTE: Complimentary access to FUNDynamix is available to members of the media. Contact Chris Sullivan of Craft & Capital for more details: chris@craftandcapital.com / (212) 473-4442.