ProductPipeline CanvasNode LibraryAI AnalysisData SourcesOutputs & IntegrationsSolutionsBoutique RIAsQuantitative ArchitectsIndependent AnalystsUse CasesPricingResourcesIntrinsic Value ReportsBlogGlossaryAffiliate Program
Sign inGet started
Glossary

Buy-Side vs. Sell-Side Research

Buy-side research is done by the firms actually investing the money - RIAs, hedge funds, asset managers - to inform their own decisions. Sell-side research is produced by banks and brokerages and distributed to clients, often to support trading and banking relationships. The buy side tends to value proprietary, defensible research it can act on directly, which is why many buy-side teams build or automate their own screening process rather than relying solely on sell-side reports.

Related terms
BenchmarkA benchmark is a reference index or portfolio (such as the S&P 500 or QQQ) used to judge whether an investment or strategy is performing well. "Beating...DrawdownA drawdown is the percentage decline from a stock's or portfolio's peak value to its subsequent low, before it recovers. Analysts use drawdown...BacktestingBacktesting applies an investment strategy to historical data to see how it would have performed in the past. It is a sanity check before committing...Earnings Call TranscriptAn earnings call transcript is the written record of a company's quarterly conference call with analysts and investors, covering results, forward...
Back to the full glossary

Put the terms to work

Turn a research thesis into a repeatable pipeline that screens on what the filings and calls actually say. Free to start.

Get started freeExplore the product