A Program Delivered by Experienced Analysts

A Comprehensive Training Program for Research Analysts

Our mission is to substantially accelerate early-career analysts’ development and increase their productivity, so that they can start contributing to their departments’ revenues more quickly.

We are a part of the training division of Denny Ellison, a successful independent equity research provider.

Client Testimonials

Read what our clients are saying about us.

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Substantive Research Report

What Exactly Is Substantive Research?

A Seven-Step Guide for Sell Side and Independent Research Providers

Combining MiFID II and FCA regulatory requirements with practical advice

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Some of our Valued Associates

Public Courses

Asset Management Program

A 2-week ‘evenings and weekend’ interactive online course for professionals looking to make a career move into buy-side equity research or early-career analysts looking to accelerate their contribution to the firm

Course detail

“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

Training Classes

Includes 7 modules
Practical and example-led
Taught by experienced analysts

1-2-1 Mentoring

Personalised coaching
Independent advice
Given by experienced analysts

Manager Presentations

Webinar to analysts’ managers
Align learning objectives
Present analyst survey findings

Sell Side / Buy Side Events

Networking events
Key speakers
Create bonds

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Why are we different

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.