Publications
Publications
Work written for banks, broker-dealers and investment managers since 2011. Every paper downloads as a PDF, without registration and without an email wall. Where a paper is published under licence, the licensee is credited on the paper itself.
2 papers carrying the selected subject
Reinventing Equity Research as a Profit-Making Business
Research priced and managed as a business in its own right, rather than as a cost of distribution.
2017
27 pp
McKinsey & Company
Institutional Investor Coverage: Managing clients across multiple products
Coverage models for clients who buy several products from the same firm.
2011
28 pp
McKinsey & Company
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