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Are You a Great Equity Research Analyst? Self-assess With GAMMA PI™

Are you a great equity research analyst? How would you know? Most analysts are intelligent and hardworking, yet there is a massive outflow of assets from actively managed equity funds due to sub-par performance. To help analysts stem this outflow, James Valentine, CFA, author of the book Best Practices for Equity Research Analysts, provides AnalystSolutions’ self-assessment along with over 40 best practices for improving these critical GAMMA PI™ skills:
• Generate Informed Insights
• Accurately Forecast
• Make Accurate Stock Recommendations
• Motivate Others to Act on Recommendations (communications)
• Acquire Client Votes (for sell-side only)
• Productivity
• Individual Characteristics

The following frameworks will be discussed, most of which were developed after the release of Best Practices for Equity Research Analysts:
• EPIC™ for identifying and monitoring a stock’s critical factors
• ASPIRE™ for generating proprietary sources of insight
• ICE™ for questioning strategies that lead to insightful answers
• ENTER™ for ensuring research meets a quality threshold
• TIER™ for making more accurate stock recommendations
• FaVeS™ for ensuring stock calls are differentiated
• SHARE™ for setting more defendable price targets
• ADViCE™ for maximizing the impact of the stock call’s message
• PRACTICE™ for influencing others to obtain new insights and get ideas heard
• DEEM™ for maximizing time to achieve professional goals
• BREAD™ for becoming a top-ranked sell-side analyst (for Sell-side only)

Who Should Attend:
• Buy-side and sell-side equity research analysts and associates with a strong drive to improve their equity research skills
• DORs, PMs, Training Managers and Professors seeking best practices for developing world-class analysts