Keys to ensuring market intelligence

If you are responsible for managing investments or financial portfolios, the value of industry experience and market intelligence cannot be underestimated.

Many fund managers, investment brokers, private equity firms, and private placement organizations, both large and small, have in-house experience or use the services of industry advisers to provide and increase understanding of markets and non-market players. often find. traditional research. There are many national companies of expertise to provide platforms for analysts and fund managers to take advantage of this knowledge base and obtain the information they need to fill in the gaps and improve their understanding of the industries and companies in which they have holdings or seek to enter.

Another useful and beneficial tactic used by many investment firms is to maintain a roster of qualified industry experts that you can call on when needed. Many competent companies specialize in particular industries and even geographies to provide fast and highly relevant information for a simple telephone inquiry or they can be held for specific periods of time. Company information is generally kept internally for the primary markets and industries that pertain to the investment profile of your company and clientele.

While there is a wealth of information available online, much of it will require extensive research and examination to be deemed valuable. The origin of much of this information comes from companies that have not actively participated in these markets and is often derived from the review of financial statements and resources available in the public domain. Some also conduct industry surveys and generate reports that are available for purchase.

The other factor in online research is time. As we all know, time is of the essence and the sooner you can have confidence in the information you have, the greater the chance for success and the more responsive your investment decisions will be.

When it comes to investment decisions, it is often wiser to seek the advice of those with first-hand exposure to the specific industry in question. Typically, the information can include insights into competitive pressure, company leadership, pricing, market share, strategic advantages, new products in development, expansion estimates, company and industry exposures, and of course provide confidence and verification of the estimates and future projections made by the company. business.

In today’s economy, knowledge is king, and the information you need to make the best possible decisions is available to support your business and your customers.