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  • Lecturer 17: Buy Side Analysts

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    The document discusses buy-side analysts and their roles. It begins by explaining the types of investors - individual and institutional - and provides examples of institutional investors like mutual funds and pension funds. It then describes how analysts are categorized as either buy-side, who are hired by institutional investors, or sell-side, who work for brokerages. The main focus is on buy-side analysts and their job, which includes looking at companies' operating conditions, management effectiveness, industry outlook, and making earnings predictions, trading recommendations, and updating recommendations.

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    Lecture 17

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    The document discusses buy-side analysts and their roles. It begins by explaining the types of investors - individual and institutional - and provides examples of institutional investors like mutual funds and pension funds. It then describes how analysts are categorized as either buy-side, who are hired by institutional investors, or sell-side, who work for brokerages. The main focus is on buy-side analysts and their job, which includes looking at companies' operating conditions, management effectiveness, industry outlook, and making earnings predictions, trading recommendations, and updating recommendations.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    14 views8 pages

    Lecturer 17: Buy Side Analysts

    Uploaded by

    SHAMRAIZKHAN
    The document discusses buy-side analysts and their roles. It begins by explaining the types of investors - individual and institutional - and provides examples of institutional investors like mutual funds and pension funds. It then describes how analysts are categorized as either buy-side, who are hired by institutional investors, or sell-side, who work for brokerages. The main focus is on buy-side analysts and their job, which includes looking at companies' operating conditions, management effectiveness, industry outlook, and making earnings predictions, trading recommendations, and updating recommendations.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    of 8

    Lecturer 17

    Buy Side Analysts


    Last Lecture Overview
    Investment banking activities
    The process of selling security
    Under Priced IPO offering
    Criticisms of Investment banks

    2
    Lecture Overview
    Securities Analysts
    Types of Investors
    Examples of Institutional Investors
    Buy side Analysts Job

    3
    Securities Analysts

    Analysts generally fall into two categories:


    Buy-side analysts:
    Analysts hired by institutional investors
    Sell-side analysts:
    Brokerage and investment bank analysts
    Sell-side analysts are part of the corporate
    monitoring system

    4
    Types of Investor

     Individual Investors
     Institutional Investors

    5
    Examples of Institutional Investor

     Mutual Fund
     Pension Fund
     Insurance Companies

    6
    Buy-side analyst’s job

    A Buy-side analyst will look at


    firm’s operating and financial conditions
    firm’s immediate and long-term future prospects
    the effectiveness of a firm’s management team
    the general outlook of the industry in which a
    firm belongs

    7
    Buy-side analyst’s job (continued)

    A Buy-side analyst will also


    make earnings predictions
    Earnings per share (EPS)
    make trading recommendation
    buy/sell/hold
    update the recommendation frequently

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