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Research Rolodex

Communicating financial research needs from the buy-side to sell-side

Information Overload

Most buy-side firms complain is that the sell-side doesn't know what they want and that the sell-side overloads them with too much information. BHS researched the issue and has developed a way for the buy-side to inform the sell-side of exactly what they want and how they want to receive it. This way is Research Rolodex.

Today...

Today, what you might is sell-side firms managing lists of buy-side managers and using them to mail printed research directly to managers. This lists are typically just your normal name and address compilations. Using such a list, understandably, does get the research out to as large audience as possible using somewhat of a managed process. But, unfortunately, on the buy-side things aren't so rosy. The research is being delivered to manager's without respect for what types of information each manager is interested in. For example, large cap managers get research on small-cap firms. Also, there is little consideration for the type of media each manager perfers. Not everyone wants research on paper, some prefer electronic formats.

The Solution...

BHS's Research Rolodex helps the buy-side communicate their desires effectively. RR allows each buy-side manager to state what types of research they want to see such as large-cap or small-cap and how they want to receive it such as email or paper. With RR in place, buy-side firms can point their sell-side counterparts to Research Rolodex where they can quickly extract just who wants to see what, when and how. With all sell-side and buy-side firms using RR you will see a situation with a lot more efficient information transfer between the sell-side and buy-side!