Research Analysis theme

Research Analysis

Harnessing your analysis skills

Within the investment industry, research analysis forms the basis of both credit and equity analysis roles. Collecting data about investable companies, analysing the material, and building earnings models to conduct valuations is essential in making recommendations to portfolio managers and/or clients through evaluation reports and presentations. 

Here we look at how you can optimise your analytical skills by looking at analysing bonds and risk, as well as assessing how investment performance or management performance can deliver results.

Video

28.05.25

Advanced excel skills for financial modelling

Understand how to make your formulas flow and learn how to use Excel to create a best-in-class financial model.

Video

29.01.25

Checking and reviewing a financial model

Get a total overview of the common errors in financial models, how to spot them, and how to fix them so that they generate the value you need

Video

25.09.24

Financial modelling best practices

Get the blueprint to designing intelligent, clear financial models that follow best practice to drive better decision-making.

Video

21.11.24

Index deletions - the upside of getting dumped

Discover the data behind why cap-weighted indexes are flawed, and how the losers are often the winners in index deletions.

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