CFRA: Leading Independent Investment Insights and Data Analytics

Unmatched Multidisciplinary Investment Research

CFRA is a premier independent investment insights and data analytics firm. Utilizing a comprehensive approach to investment research, we integrate expert perspectives from forensic accounting, fundamental analysis, policy, legal, fund, and technical research. This allows us to deliver actionable analytics that empower clients to make informed investment and business decisions.

Commitment to Quality Research

At CFRA, we prioritize quality above all else. Our results-oriented philosophy ensures that our analysts maintain high productivity and performance standards, leading to successful client relationships. Over 2,000 clients rely on CFRA’s proprietary research, which is conducted by seasoned experts who rigorously analyze industries, funds, and companies using a time-tested research methodology.

Expansion Through Strategic Acquisitions

On October 1, 2016, CFRA expanded its capabilities by acquiring S&P Global’s Equity and Fund Research business. This leading provider of independent research offers extensive commentary focused on stocks, ETFs, and mutual funds across various sectors and industries. With a legacy dating back to the 1920s, this acquisition has reinforced CFRA’s position within the global investment community.

Enhancing Research with Washington Analysis

In 2021, CFRA further strengthened its research and data offerings by acquiring Washington Analysis. This addition allows CFRA clients to benefit from specialized research that identifies risks and opportunities across asset classes derived from U.S. courts, Congress, and regulatory bodies at both state and federal levels.

Comprehensive Investment Insights

The merged entity is dedicated to becoming the world’s leading independent investment research firm, employing approximately 90 global analysts who produce in-depth qualitative research on over 1,600 companies. CFRA also provides comprehensive insights into global sector themes and industries, conducting detailed analyses across 11 sectors, 73 industries, and more than 19,000 ETFs and 15,000 mutual funds. Our quantitative research covers over 20,000 global companies.

Our Legacy and Mission

Founded as the “Center for Financial Research and Analysis” in 1994, our firm is now simply known as CFRA. Nonetheless, our mission remains steadfast: to serve as the “center” for our global clients by offering independent, differentiated, and actionable analysis that aids in better investment and business decisions.

Global Client Base

Our diverse client base spans the US, Europe, the Middle East, Asia, and Australia, including thousands of investment professionals and risk managers from leading hedge funds, mutual funds, pension funds, insurance companies, private equity firms, investment advisors, banks, regulators, corporations, and professional service organizations.