1,501 new companies on Visible Alpha Insights
By: Erin Gifford
In 2018, Visible Alpha Insights initiated coverage on 1,501 companies and kicked off 2019 with unique Visible Alpha consensus on over 3,600 companies. A strong focus in 2018 was building out our international coverage. Of the 1,501 companies, 936 were domiciled outside of the United States, up 390% from the previous year. In addition to increasing coverage, we continued to improve upon our existing dataset (by adding new line items to company consensus) in order to make it the most robust and detailed consensus metrics available for our clients. The evolution and growth of the Insights platform is only going to continue throughout 2019.
Visible Alpha Insights: 1Q Initiations Highlights
By: Erin Gifford
In Q1 of 2018, we added 307 companies to the Visible Alpha coverage universe. While our initiations ranged across all sectors, the 5 with the most companies were Industrials (50), Materials (44), Health Care (42), Financials (40) and Technology (36). Additionally, we added 170 companies domiciled in the Americas, 12 in APAC and 125 in EMEA.
At the start of 2017, there were around 1,300 companies covered on the Visible Alpha Insights platform. In one year, we commercially launched the platform, added tools to empower investment professionals to uncover investment edge in new ways, and initiated coverage on 845 new companies. In 2018, we look forward to continuously expanding our coverage universe and bringing our clients new functionality to discover insights.
Discover 25 New Companies Added to Visible Alpha in November
By: Erin Gifford
The Visible Alpha Insights Platform is constantly evolving. Every week, we add new functionality and companies to our coverage universe. As of today, Visible Alpha covers 2,116 companies with unique Visible Alpha consensus. In November 2017, 25 new companies were added.
Discover the 88 New Companies on Visible Alpha in October
By: Erin Gifford
The Visible Alpha Insights Platform is constantly evolving. Every week, we add new functionality and companies to our coverage universe. As of today, Visible Alpha covers 2,100 companies with unique Visible Alpha consensus. In October 2017, 88 new companies were added.
The acquisition of Alpha Exchange by Visible Alpha creates an end-to-end solution for research discovery, consumption, tracking, evaluation, payment and collaboration.
New applications to help protect investors from inducement risks and meet budgeting obligations of MiFID II regulations
New York, NY – October 9, 2017 – Visible Alpha today announced two new enhancements to its ONEaccess platform to aid clients in preparing for the compliance obligations associated with MiFID II regulations. First, in collaboration with technology provider SPi Global, the firm now offers an email classification solution to help minimize the risk from inducements that come through one’s email inbox. Second, the company has released a budgeting application for managing both fixed and variable research costs in a more impactful and granular fashion.
Acquisitions, partnerships and new product launches fuel rapid growth in clients and platform contributors in Q1 2017.
New York and London, April 27, 2017 — As demand accelerates for its financial data and research valuation platforms, Visible Alpha announces two senior sales and relationship management hires to support the company’s expanding client base. Rapid growth in clients and platform contributors has been driven by the acquisition of ONEaccess, partnerships with other leading solution providers, and new product launches, such as the Visible Alpha platform and ONEaccess MiFID II Research Valuation Solution.
ONEaccess Unveils Research Valuation Solution for MiFID II
By: Erin Gifford
ONEaccess solves MiFID II compliance challenges with smart tools for implementing and managing a sustainable research valuation and RPA framework.
New York, March 16, 2017 — ONEaccess, a Visible Alpha company, today announced new enhancements to its platform that will allow asset managers to comply with MiFID II requirements, including regular assessment of research quality, management of research budgets, and enforcement of stricter controls around inducements.
Visible Alpha reveals stock analysts’ deep underlying assumptions and helps investors generate alpha in new and differentiated ways
New York, February 13, 2017 — Visible Alpha, an investment research technology firm founded by some of the world’s leading investment banks – Bank of America Merrill Lynch, Citi, Jefferies, Morgan Stanley and UBS – today announced the commercial availability of its new investment research platform with content contributed by more than twenty research firms. By normalizing the underlying data behind research analysts’ financial models and forecasts, Visible Alpha improves the way investors consume and analyze sell-side research services across every aspect of their workflow.
NOTE: Over the past few years, Visible Alpha Resource Tracking and Provider Evaluation brought clarity and efficiency to research tracking and valuation in accordance with MiFID II regulations. As of 2022, Visible Alpha will be retiring its Resource Tracking and Provider Evaluation offering, and as a result, we will no longer be onboarding new clients to these products. Learn more about our consensus estimates product here.
New York, January 23, 2017 — Visible Alpha announced today its acquisition of ONEaccess. ONEaccess is a leading corporate access, resource tracking and broker valuation platform with more than 185 contributing sell-side firms and 150 buy-side client firms. The purchase of ONEaccess will enable Visible Alpha to accelerate its goal of changing the way investment professionals uncover and measure unique insights from sell-side content, including research, financial models and corporate access.
BofA Merrill Lynch, Citi, Jefferies, Morgan Stanley and UBS partner to improve access to and usefulness of data, models and analysis from multiple firms
New York, N.Y., May 14, 2015 – Five of the world’s leading investment banks – BofA Merrill Lynch, Citi, Jefferies, Morgan Stanley and UBS – have announced the formation of a new company, Visible Alpha LLC, to create a common language and platform for analysts’ financial models and forecasts. Visible Alpha extracts and makes comparable the data and logic from analyst spreadsheet models that clients often struggle to use effectively, delivering a rich and dynamic solution for company analysis.
Currently in a limited beta release, Visible Alpha provides individual analyst and consensus forecasts across all aspects of corporate performance, including full P&L, balance sheet and cash flow statements as well as segment financial forecasts, product-level sales and pricing projections, and company and industry-specific operational metrics and assumptions.
“Earnings models differ in content, methodology and format because they are the distillation of our analysts’ diligent but varied efforts and thinking,” said Candace Browning, head of global research for BofA Merrill Lynch. “Our clients are eager for us to deliver that information in a more useful, accessible and directly comparable way. With Visible Alpha, they will now have the ability to access our forecasts with unprecedented granularity and on a side-by-side basis with our peers.”
Fueled by the logic and structure of the analyst models, Visible Alpha goes beyond presenting static data alone and allows clients to generate their own data-driven projections, in Excel and online.
“This is not just better data, this is transformational for our clients,” said Peter Forlenza, global head of equities at Jefferies. “Building models from the ground up based on market-validated assumptions is critical to evaluating fundamental investment ideas, but time-consuming and hard to do well. With Visible Alpha, investors can instantly create their own scenarios and then compare them to those of other analysts and the consensus to quantify the potential value of their insights.”
While initially populated with content from the founding partners, Visible Alpha intends to include participation from a broad spectrum of research providers.
“Visible Alpha’s wide and market-driven coverage will be faithful not only to the needs of our institutional clients, but also to the brokers and independent research firms that create the intellectual capital on which investors rely and upon which our service will be built,” said Scott Rosen, chief executive officer of Visible Alpha. “This will be a conduit for trusted research providers, beyond just the largest global firms.”
