|| Gridstone Research offers
its flagship product GSR/Research to the institutional
investor. Gridstone can be of value to both
Analysts (sector-focused or multi-sector)
and Portfolio Managers.
Recently the equity research industry has
been going through a radical transformation.
There are many factors at play here. Reg FD
and the internet have created a deluge of
information but also a level playing field.
Sell-side no longer has better access to market-moving
information. The Global Settlement and other
regulatory changes have severed the links
between investment banking and sell-side thus
drying up a major stream of fees going towards
the research side of the house. Consequently,
sell-side research went into a tail-spin from
which it is yet to pull itself out.
As the focus in buy-side investment management
moves away from getting access to market moving
information back to fundamental research,
they find the sell-side weakened and unable
to serve their changing needs. As the buy-side
pulls in more of its research dollars in-house,
they are realizing the need for better, more
robust content and tools to support the research
effort. GSR/Research, Gridstone's platform
for investment professionals addresses some
of these unmet needs.
As an investment professional, some of the
benefits that you can expect from GSR/Research
New investment ideas
You probably use a screening tool to create
short-lists of companies to investigate. Instead
of downloading and reading every document
for the short-listed companies for the past
several quarters, use Gridstone to drill-down
into those companies. Stay at the surface
or go as deep as you want. Compare them against
other industry players. Get a really good
feel for these potential investment ideas
in a fraction of the time you spend today.
Refresher / Preparing for earnings
Look back at previous quarters when preparing
for an earnings release. Review data for important
or topical Parameters. If you have forgotten
some little, but important, detail about the
company, you don't have to go looking for
it in the full transcript or 10Q - with Gridstone
it's just a few clicks away.
Picking up a new sector
You move to a new sector and all you have
is the old analyst's models. Gridstone can
help you get behind the numbers and understand
the business drivers of a company and an industry
much faster than any of your current methods.
Build your models using rich operational data
from Gridstone by downloading all information,
or a select subset, to a spreadsheet. Keep
data up-to-date each quarter by refreshing
your download from the Gridstone platform..
A quick check back on something during an
earnings call. A quick response to a Portfolio
Manager's query. Finding a specific data point
is a snap, using our powerful Parameter Search
Make internal presentations on investment
ideas with more than just Financial numbers.
With the Operational numbers, Guidance and
the Management commentary behind the numbers
that Gridstone provides, you can put together
a much richer presentation very easily.
Sometimes what you need is not a full presentation,
but just a few numbers and a few highlights.
Gridstone gives you the ability to create
a Custom Worksheet of just the parameters
you want to highlight and to share that view
Review the quarter that was. Instead of re-reading
the transcript, use Gridstone. In Gridstone,
the same information is synopsized and organized
by Parameters, so that you can focus on the
important aspects of the company and not have
to read everything all over again.
You own a stock and would like to keep track
of the competition but just don't have the
time to read everything. Gridstone lets you
control the level of detail you want. It doesn't
have to be all the detail or nothing at all.
Keeping track of the value-chain
You own a stock and would like to
keep track of its major customers - their
growth drives demand for your company. Gridstone
lets you focus on the critical Parameters
for these 'upstream' players that are relevant
to your company.