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05/21/2015

The Best-Seller for Equity Analysts to Master Their Profession


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The most highly acclaimed and comprehensive learning tool available, Best Practices for Equity Research Analysts is an on-the-job reference filled with the practical knowledge and specific tasks buy-side and sell-side equity analysts need to claim their place among the most highly regarded in their industry.

Most equity research analysts learn their trade on the job, by apprenticing under a senior analyst or portfolio manager. However, these senior producers often have little time to train new analysts. Those who do have the time may not have developed research skills worth emulating (after all, over half of money managers underperform their benchmarks). Furthermore, in modern day equity research, analysts without a mentor don’t have time to learn on their own through trial and error because the stakes are too high.

Now in Best Practices for Equity Research Analysts, Author James Valentine, CFA, a former Morgan Stanley award-winning analyst and Associate Director of Research, explores the key concepts today’s competitive analysts need to know, providing practical career development advice for buy-side and sell-side research analysis. Conveniently organized for use as a learning tool and everyday on-the-job reference, the book covers the five key activities that generate sustainable alpha:

  1. Mastering organization and interpersonal skills
  2. Generating unique qualitative insights
  3. Generating quantitative insights
  4. Mastering valuation and stock-picking skills
  5. Communicating stock ideas so others take action

Clear, concise explanations with over 50 stand-alone Best Practice exhibits serve as road maps to becoming a top equity research analyst on the buy-side or sell-side. These strategies, intended to generate alpha, have been collected from leading professionals in the field.

These Best Practices include:

Developing a strategy to manage time and information flow, as part of building the optimal information hub.

  • Identifying and developing proprietary sources of content for generating great stock ideas
  • Learning critical interviewing skills including reading important body language cues
  • Utilizing the FaVeS™ framework to ensure each stock call has value
  • Learning to avoid the most common psychological mistakes made by analysts
  • Utilizing the ENTER™ and CASCADE™ frameworks to develop communications that build a strong reputation with portfolio managers
  • Identifying the most common conflicts of interest faced by analysts and methods to make the most ethically sound decisions

Best Practices for Equity Research Analysts offers analysts the practical knowledge and tasks required to master their profession.

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