Research
Market Insight
An open platform of independent research providers covering economic, market, securities, fund, and asset manager analysis.
At Exos, you and your advisor benefit directly from access to macroeconomic research in the form of white papers and sector review. These timely and thematic pieces assist with strategic asset allocation decisions and economic analysis.
Your portfolio is carefully constructed to include the subset of managers that best meets your specific needs. Funds and managers are carefully selected in conjunction with rigorous due diligence performed by Portfolio Management Consultants (PMC) and Prima Capital, among others. Our institutional research partners perform extensive quantitative, fundamental and qualitative analysis on a wide universe of asset managers and securities.
Through Pershing, you have access to research services from independent research firms including Dow Jones®, Argus®, Standard & Poor’s®, and Thomson Reuters® as well as from some of the most influential Wall Street houses.