Turning an Idea into an Investment

Every month, Ipreo reaches out to our network of financial professionals to get their insight into issues that affect the marketplace.

Among our most essential resources are the buy-side analysts and portfolio managers we work with, colleagues who are in the trenches every day, dealing firsthand with the challenges and complexities of the industry. We look to them for their opinions and insider viewpoints on the essential topics of the day, in order to both stay abreast of the ever-changing landscape and to stay ahead of the challenges and concerns of our clients.

Recently, we asked select members of our network about their research process, and the process by which things progress from idea to investment. What, specifically, are the factors that convince them to take the plunge?

The respondents reached the general consensus that it is important to take a bottom-up approach, and focus on the company’s fundamentals to make sure it’s worthwhile. After that initial common ground, though, responses began to vary, particularly when relaying the specific factors that finally provoked an investment.

Read what they had to say in the Ipreo’s Hot Topic: Turning an Idea into an Investment