A Seven-Step Guide for Sell Side and Independent Research Providers
Combining MiFID II and FCA regulatory requirements with practical advice
“Eveline and the team at Denny Ellison delivered a training session for our equity research analysts covering effective communication in investment research. This included sections on research reports, expository vs persuasive writing and communicating effectively with teams in different offices. The session was put together at short notice, customised to our research process and calibrated to the wide range of experience in our investment teams. The team at Denny Ellison were extremely responsive to our needs and their extensive preparations ensured the training was a success on the day.”
Global Equity Research at HSBC Global Asset Management
Training Program Offering
A training program designed for research analysts
Includes 7 modules
Practical and example-led
Taught by experienced analysts
Given by experienced analysts
Our training program is exclusively designed for equity and credit research analysts, and is delivered by trainers who are themselves highly experienced analysts.
We put a special emphasis on how analysts can best add value to their clients and portfolio managers.
Our approach to teaching is practical and example-led, rather than academic, with nearly 40 best practice examples and reference templates.
Analysts can also have access to personalised mentoring services with one of our experienced analysts and trainers.
Our industry insight
We have conducted a series of studies and research with key players in the research industry.
We carried out a survey of early-career analysts to identify their challenges and the support they need.
We interviewed senior sell side analysts and portfolio managers to understand what they expect from early-career research analysts.
We have examined the MiFID II regulations and their likely impact on the providers of research and asset managers.