Research Report

AAA

DEFINITION of 'Research Report'

A document prepared by an analyst or strategist who is a part of the investment research team in a stock brokerage or investment bank. A research report may focus on a specific stock or industry sector, a currency, commodity or fixed-income instrument, or even on a geographic region or country. Research reports generally, but not always, have "actionable" recommendations (i.e. investment ideas that investors can act upon).

INVESTOPEDIA EXPLAINS 'Research Report'

Research reports are produced by a variety of sources, ranging from market research firms to in-house departments at large organizations. However, in the investment industry, the term usually refers to "sell side" research, or investment research produced by brokerage houses. Such research is disseminated to the institutional and retail clients of the brokerage that produces it. Research produced by the "buy side," which includes pension funds, mutual funds and portfolio managers, is usually for internal use only and is not distributed to external parties.

RELATED TERMS
  1. Covered Stock (Coverage)

    A stock that is monitored or covered by an analyst at a brokerage ...
  2. Broker-Dealer

    A person or firm in the business of buying and selling securities, ...
  3. Research Note

    A statement from a brokerage firm or other investment advisory ...
  4. Sell Side

    The part of the financial industry involved with the creation, ...
  5. Chartered Financial Analyst - CFA

    A professional designation given by the CFA Institute (formerly ...
  6. Dividend

    A distribution of a portion of a company's earnings, decided ...
Related Articles
  1. Investing Basics

    The Changing Role Of Equity Research

    Research creates a division of labor that makes the market more efficient. Learn how its role has changed.
  2. Investing Basics

    What Is The Impact Of Research On Stock Prices?

    The answer to this question is directly related to the importance of information in the marketplace.
  3. Investing Basics

    Small Cap Research Can Have A Big Impact

    Don't rely on Wall Street analysts for information on these stocks.
  4. Professionals

    Research Report Red Flags For Brokers

    Discover how to look past analysts' ratings to find winning stocks for your clients.
  5. Options & Futures

    Fee-Based Research: The Good, The Bad And The Ugly

    Providing information on stocks that would otherwise not be available, fee-based research plays an important but complicated role in the market.
  6. Fundamental Analysis

    Information Overload: How It Hurts Investors

    There's a fine line between staying informed and being overloaded with financial information.
  7. Personal Finance

    Testing 3 Types Of Analysts

    Different clients require different research reports. Which type of analyst do you need?
  8. Investing

    What’s The Essence Of Smart Beta In Fixed Income?

    In essence, smart beta strategies seek to re-write index rules to capture factors, such as value, quality, or low volatility, in their stock portfolios.
  9. Investing

    How To Invest Outside Your Comfort Zone?

    Sometimes, when it comes to investing, we have to step outside of our comfort zone and use investment tools to express a market view or specific outcome.
  10. Mutual Funds & ETFs

    How To Apply Technical Indicators To Mutual Funds

    Mutual funds do not readily lend themselves to technical analysis, but investors can use common indicators to evaluate mutual funds as easily as stocks.

You May Also Like

Hot Definitions
  1. Asset Class

    A group of securities that exhibit similar characteristics, behave similarly in the marketplace, and are subject to the same ...
  2. Fiat Money

    Currency that a government has declared to be legal tender, but is not backed by a physical commodity. The value of fiat ...
  3. Interest Rate Risk

    The risk that an investment's value will change due to a change in the absolute level of interest rates, in the spread between ...
  4. Income Effect

    In the context of economic theory, the income effect is the change in an individual's or economy's income and how that change ...
  5. Price-To-Sales Ratio - PSR

    A valuation ratio that compares a company’s stock price to its revenues. The price-to-sales ratio is an indicator of the ...
  6. Hurdle Rate

    The minimum rate of return on a project or investment required by a manager or investor. In order to compensate for risk, ...
Trading Center