- Prioritize 7 key tactics and 30 traditional equity research activities to support the goals necessary for becoming a top-performing analyst.
- Utilize best practices for scheduling, prioritizing and working more efficiently.
Most analysts’ daily workflow prevents them from gaining an edge in generating alpha. Distractions such as an overfilled inbox, non-stop news alerts and too many unnecessary conference calls and meetings cause many analysts to lose their focus. The result can be following the herd for stock picks. Only by taking control of their day, can analysts create the time to develop a great out-of-consensus idea.
Strategic allocation of time is the best weapon in an analyst’s arsenal. As discussed in the best-selling book Best Practices for Equity Research Analysts, after watching hundreds of buy-side and sell-side analysts perform their jobs over 15 years, one fact is clear: the top analysts play offense with their time while everyone else plays defense. They ignore most, if not all, of the typical distractions found in their role. This allows them the time to explore unique avenues that lead to great stock picks. AnalystSolutions provides a highly innovative approach to help analysts shift from researching defensively to researching offensively in order to improve stock picking success.
Free Sample Module and Materials From This Workshop