Research

Access to a wide range of research resources covering macro-economic and strategic views as well as equity research and fund selection tools.

Fund selection and market data tools

As part of our research solution, you have access to fund analytics and market data tools, available at a discounted rate and designed to assist you as you construct your clients’ portfolios.

For collectives, including ETFs, funds and investment trusts, we offer discounted access to Morningstar Adviser Workstation™. You can also subscribe to a data feed of client holdings via Morningstar’s system to enable you to view portfolios and run reports from the Adviser Workstation, alongside discounted access to FE Analytics.

Client-approved market commentary and investment strategy

Pre-approved market commentary written by our in-house economists, strategists and the Raymond James global Investment Committee, as well as our European Strategist, is available on a regular basis. You can use these communication tools to engage with clients, post content to your website and share via social media.

Wealth managers also have access to Raymond James’ European Strategist Jeremy Batstone-Carr via a weekly conference call and quarterly interactive lunch sessions for an opportunity to challenge the content, ask questions, and feed what you learn into your investment committee decisions.

Our MiFID II compliant research solution: Red Deer*

With the implementation of MIFiD II in January 2018 bringing about significant changes to the way research is accessed, we’ve partnered with Red Deer, a third-party research aggregator platform to help your business stay compliant and continue to benefit from an array of research.
This includes direct equity research from 10 research houses covering UK, European and US equities, investment trusts, fixed interest and strategies.
You’ll have access to:

Download our Research factsheet

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