Research & TechnologiesIndependent Research
To enhance our clients’ investment decisions, Direct Access Partners continually seeks out exceptional independent research providers who possess a unique edge.
As an extension of our research relationships, our relationship managers and traders are highly focused on the sectors and companies followed by our preferred research partners. This enables our team to be similarly focused on providing the maximum benefit for our clients. We offer conflict-free execution and soft dollar arrangements to pay for these services.
Gaecke Institute LLC uses a quantitative and objective methodology to identify, buy and sell points on a variety of market indexes and ETFs. The system utilizes a non-subjective and disciplined computer model that captures the inefficiencies of price movements, specifically looking for periods of overstretched movement, either up or down.
Hook Analytics provides global research on macroeconomics, interest rates, energy supply & demand, geopolitics and fundamental equity valuations. This research compliments directional and relative (long/short) strategies as well as sector and stock selection. The approach includes both top-down macro and Graham & Dodd bottom-up analysis.
Cabot Research LLC provides applied behavioral finance to assist managers in strengthening investment skills. Proprietary, rigorous analytics enable managers to identify how effectively their buys, sells and position sizing enhance return and alpha. Daily signals assist managers in gaining greater self-awareness and achieving stronger performance by capitalizing on strengths and overcoming shortfalls.
IHS Herold (Fundamental Energy Research) is an independent research firm that specializes in the analysis of companies, transactions, and trends in the global energy industry. Herold serves a global client base with timely, in-depth analyses and key financial and operational information on the valuation, performance and strategy of more than 400 oil and gas companies. Herold’s comprehensive online databases and deal analyses are essential for understanding and executing energy mergers and acquisitions and capital markets transactions. Serving a client base comprised of virtually every major oil company, the world’s leading commercial and investment banks and top institutional and investment managers, Herold provides focused consulting and advisory services in addition to the highly regarded annual Herold Pacesetters Energy Conference.
SJL Capital LLC is an independent research boutique, which offers a research product called MarketDNA. MarketDNA uses a proprietary derivative trading model to discover unique investment opportunities. The proprietary process, leverages our model together with fundamental analysis to find impending upside or downside movement in an underlying equity, derivative, ETF, or index. MarketDNA discovers inefficiencies in dissemination of information prior to an actual event occurring on an underlying equity allowing our clients to stay ahead of the trading curve. With over 15 years experience, MarketDNA’s mission is to provide research to our clients so they will be better informed as to where impending equity moves will occur prior to when the rest of the markets acquire such knowledge.
Integrity Research specializes in providing institutional investors access to alternative research. Clients use Integrity’s services to find non-traditional, non-concensus research providers which add value to their investment process. Integrity’s analysts cover over 3,500 research firms, including specialized boutiques, primary research providers, as well as more traditional types of investment research. Integrity has extensive coverage of research firms outside the US, including Europe, Asia and Latin America. Integrity is the only firm that tracks the entire research industry, including non-traditional research, boutiques and research-related data, software and analytics. It specializes in covering primary research firms and other alternative research firms that offer the most unique investment insights. Integrity was founded in 2003 and is based in New York.
Governance Metrics International (GMI) is the leading independent provider of global corporate governance data, environmental, social and governance (ESG) risk ratings, research and forensic financial disclosure risk analysis (A). Investment mangers use our services to identify and monitor risks related to key governance, social, environmental and accounting risk factors. Supporting our ‘ESG’ capabilities is our core quantitative ‘A’ expertise in forensic risk analysis of financial disclosures. Covering the world’s major global indexes and over 600 GEM traded companies with research on over 700 governance, financial disclosure and ESG metrics and supporting data, GMI offers its investment market and regulatory clients a comprehensive and independently validated set of investment research solutions.
IPO Financial (IPOfn) is the longest established IPO and Secondary research firm on the Street, founded in 1990. The focus of IPOfn is to cover all IPOs and Secondary equity offerings that price on US exchanges. The research is unparalleled, with points of concentration that are rarely addressed by other firms. IPOfn covers IPOs and secondaries from filing through pricing by offering fundamental reports, and quarterly earnings reports up to three years after pricing. Nothing happens in the new issues market that isn’t covered by the IPOfn family of reports. Buying IPOs and secondaries for the opening premiums is only part of the research package. IPOfn clears the way for longer-term decisions on whether to buy, hold, or sell IPOs in advance of their pricings. Free trials available for institutional accounts.
Direct Access Partners is not responsible for performance or integrity issues for any third-party technology, Independent Researchers and/or other service providers, including but not limited to the products/services listed above. Please review all disclosures, and feel free to contact our Compliance department at 212-850-8888 for more information.