Independent European
Research
Equity & Credit Risk
460
EU stocks covered
across all sectors
1
# Extel 2017
independent equity research
Our Approach
Founded in 2007, AlphaValue has become the leading provider of Independent European
Equity and Credit Risk Research, offering agnostic analysis of business models and
Valuations, and helping clients assess their investment risks and opportunities
Independence
Ranked N°1 independent equity research provider by Extel 2016 and 2017, we provide comprehensive, unconflicted, research-only (no execution) coverage of
460 European mid and large cap stocks. We typically have 30 to 60% of negative recommendations at any one time.
Discipline
The quality and rigour of our research process are the foundations for our independent idea generation. We offer a clean, pure-research approach to European Equities and apply our transparent, disciplined valuation model across all stocks consistently to help identify investment risks and opportunities
Dedicated Service
Our easy-to-use, technology-enabled tools allow us to tailor our resources around clients’ investment focus and workflow so they can get the most relevant and timely input from us. A dedicated relationship manager maximizes value by facilitating a two-way dialogue with our team on key areas of interest.
Our Service
As an independent provider, we are remunerated for providing the highest quality research.
We offer direct access to our lead analysts upon request to maximize our value and
we tailor our resources around your investment focus and workflow, to deliver what you need.
Proprietary Research
480 European companies
Daily Updates
Sector Overviews
Trade Ideas
Model Portfolio (avg 9% outperf)
In-depth Special Reports
Proprietary Indicators (SRI, Momentum…)
Chart analytics
Analyst Access
Dedicated relationship manager
Live Chat with our Analysts
Conference Calls
Face to face Meetings
Group Presentations
Customizable Tools
Tailored Alerts
Screening & mining tools
Comprehensive search tools
Portfolio with customized weightings
Custom data feeds
White labelling available on request
RESEARCH
SMALLER AM
& WEALTH MANAGERS
With a number of potential users,
with the majority being generalist
portfolio managers.
LOW TOUCH ACCESS
 |
Written research and
screening features. |
 |
Sales contact to help get
the most out of our ideas. |
ACCESS
SPECIALISTS
& TEAMS
Tier 1 and Tier 2 houses which
want full expertise across
all sectors.
HIGH TOUCH ACCESS
 |
Engage with analysts when online |
 |
OoO phone calls |
 |
OoO meetings on clients’
premises/conf call |
LOW TOUCH ACCESS
|
Written research and
screening features. |
|
Sales contact to help get
the most out of our ideas. |
A LA CARTE
SECTOR FOCUS
OR ANALYST ACCESS
Clients looking for
a particular expertise.
HIGH TOUCH ACCESS
|
Engage with analysts when online |
|
OoO phone calls |
|
OoO meetings on clients’
premises/conf call |
LOW TOUCH ACCESS
|
Written research and
screening features. |
|
Sales contact to help get
the most out of our ideas. |
You can continue to receive AlphaValue’s Research under MiFID II.
AlphaValue’s independent research information services are provided on a subscription basis.
These cannot be considered an inducement as AlphaValue does not provide anything else to its clients.
Substantive research
Complies with the « Substantive
Research » criteria
Transparent pricing
Detailed pricing grid
Analysts’ performance / track record
available at will.
Usage Reports
Upon request, clients can recover usage
records for internal compliance
purposes
Trial our research
Our research is available on a complimentary, evaluative basis to qualified investment professionals
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