Investment Research Report (Equity)
We spent years refining this versatile and all rounded research report template. This is not only a powerful tool for our own investment research work in our professional life, but also extremely useful for our students.
Our students use the report template to produce industry standard investment (stock/equity) research reports and stock pitches to ace their interview, or even for their reports for the annual CFA Institute Research Challenge.
If you wish to see the first page of our template and view our video guidance on how to use the research template, please fill up your name and email to unlock such content. By filling in your information, you agree that in exchange we can use your email for marketing purpose, please leave your name and email below to unlock the content. If you wish to obtain the word doc of our research report template, you might consider signing up our online courses on stock pitch Get Your Feet Wet on Stock Pitch.
Here is how the first pages look like, you will have access to the word version of the research template, please purchase the online module from the block right after the video:
How to use our investment research template?
This is part of our advanced mentorship programme – Research Like a Pro!
We are happy to share with you how you can benefit from our research template, be it for your CFA Institute Research Challenge or interview assignment. We are walking you through the key elements of our research template so you get the main point of how a typical research report looks like. If you have access to tier 1 broker reports such as those produced by JP Morgan (JPM), Morgan Stanley, or Goldman Sachs, or by local brokers, such as OCBC, Maybank Kim Eng. You will find that talking points in those investment research reports are mostly covered in these research templates.
Why is it important to master the research template?
This is not just a tool for you to pass your interview. This is also a framework outlining the thought process of equity investment analysts and portfolio managers of the Wallstreet. The template contains the type of questions to be thrown to you during your interview. If you think you are ready for any junior investment analyst jobs, have a look at the questions listed in the template and you will be able to tell if your preparation is rock solid.
To help our students, we do provide an online course that cover stock pitch skills, life stock pitch and Q&A by investment professionals. Click the block below to see details.
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Where should I spend my time on an investment research assignment?
To help you better, we would like to give you some guidance on where you should spend your time:
- Understand the business model of the company, most importantly how do they make money.
- Understand the competitive landscape and be able to articulate how the company position itself.
- Make sure you understand all the valuation metrics before you talk about it. Many of our students get confused with certain terms and therefore straightaway fail the valuation discussion with potential employers.
- Understand the street’s expectation and what does that imply for the company’s forward financial numbers. Most people don’t spend time on this aspect but this is really the way to test your intelligence and all-rounded thought process.
Is it too short as a proper investment research report?
You might wonder if this report is too short for your purpose. Good question indeed. Our report template serves as a guideline to you and covers most of the important questions you should answer in your report or be ready to answer in your interview. It is by no mean restricting the length of your written report.
If you are going to a CFA Institute Research Challenge, you can easily expand the length of your report to 40-50 pages, by getting more details into the company’s operation, making more detailed analysis of its competitors, and expanding the discussion of your valuation.
If you are working on an interview assignment to write a short memo of a listed company, you can just bring out the most important ideas, valuation (upside/downside) and risks in one page. At the end of the day, the ability to make a complex investment thesis concise enough to communicate quickly to fund managers/portfolio managers/CIOs are the determining factor on your interview. Busy asset managers don’t have time to read your 40-page reports. Get the points out quickly and move on to other stock research tasks.
In your interview, you don’t have 10 minutes to finish the pitch of your stock ideas. You could just have one minute to quickly go through your ideas before questions start to field in. Be ready for that.
If you are interested to know more about how our professional investment analyst team can help you achieve your career dream in investment research, please Contact Us.
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