Research

What is Research Center?

A research platform that combines correspondent research (Wells Fargo Securities, Credit Suisse, S&P, ValuEngine, Moody’s, KDP, Dorsey Wright) with proprietary work from Wells Fargo Advisors Advisory Services Group (ASG); includes latest research & reports from independent providers; & access to recommendations on Equity, Fixed Income, & CEF/ETFs from ASG strategists; provides tools for detailed searches & in-depth screenings. 

Available Research Sources 

Wells Fargo Advisors Advisory Services Group (ASG): provides objective, unbiased investment advice from strategic asset allocations to selections of individual stocks, bonds & money managers. 

Wells Fargo Securities (WFS): 30 senior analysts with deep understanding of covered industries (500+ stocks) work to identify & position what they believe will be long-term winners in their areas of expertise; also provide proprietary research products to capture unseen market value for clients. 

Credit Suisse (CS): provides in-depth coverage of 820+ companies in 65 industries in N. America; core strengths include intense company & business model analysis & global thinking; analysts have received recognition by number of financial publications for research expertise; research franchise has steadily climbed rankings in benchmark global research polls. 

Dorsey Wright (DSA): technical research, adhering to relationship between supply & demand; research mainstay is “Point & Figure” methodology; provides comprehensive charging site with portfolio capabilities &, most importantly, corresponding analysis; comprehensive daily report featuring analysis of markets, sectors, individual stocks, options, & prospecting. 

Standard & Poor’s (S&P): provides coverage on 2,000 stocks through worldwide team of equity analysts; S&P’s Stock Appreciation Ranking System (STARR®) uses a fundamental equity research approach to deliver consistently favorable performance relative to broad market measures.

ValuEngine (VE): provides quantitative research on 4,000+ companies; block-box research model.

For more research tools click here.