Independent Research

Eligible Research

• Research may be eligible if the money manager can demonstrate that it contains analysis, advice, or reports useful in performing investment decision-making responsibilities for accounts over which he exercises investment discretion.

PLEASE SELECT ONE:

• Economic Analysis
  BCA Research
  MFR, Inc.
  Ried Thunberg ICAP
  Wrightson ICAP
  Dr. Ed Yardeni's Economics Network
  Lombard Street Research

• Portfolio Analytics & Risk Management
  Bloomberg
  BondEdge
  ZM Financial Systems
  ABSNet

RiskSpan

• Credit Analysis
  CreditSights
  GimmeCredit
  KDP Investment Advisors
  FridsonVision, LLC

Moody's KMV

• Mortgage Research
  FactSet

• Custom Research
  Recerche
  Bartholomew Research
  Decimal Point Analytics

• Seminar Providers
  Financial Research Associates, LLC
  World Research Group
  Information Management Group
  Opal Financial Group, Inc.

• Specialized Non-Mass-Marketed Publications
  Pensions & Investments