A host of research resources are available through Raymond James covering macro-economic and strategic views as well as equity research and fund selection tools.
As part of our research solution, wealth mangers working with Raymond James have access to fund analytics tools and a number of market data tools, available at a discounted rate.
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. We can also provide discounted access to FE Analytics.
Pre-approved market commentary written by our in-house economists and strategists is made available on a regular basis. These communication tools can be used to engage with clients, post content to your website and share via social media.
In addition, wealth managers have access to Raymond James’ European Strategist Chris Bailey 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.
With the implementation of MIFiD II in January 2018 bringing about significant changes to the way research is accessed, Raymond James has partnered with a third party research aggregator to help your business stay compliant and continue to benefit from access to an array of research.
Access to research through our third party research aggregation platform, Red Deer, includes direct equity research from ten research houses, covering UK, European and US Equities, Investment Trusts, Fixed Interest and Strategies.
You will have access to:
*Costs will apply