Heidi Longaberger Broker Research: TheMarkets.com
Jinfo Blog

Tuesday, 21st September 2010 Sign in to MyJinfo or create an account be able to star items Printable version Subscribe via RSS to get updates as soon as Blog items are added

By Heidi Longaberger


For equities and fixed income research, TheMarkets.com (TheMarkets) offers both real-time and aftermarket broker reports along with several other content offerings including events, estimates, company profiles, transcripts, SEC filings and broker financial models. Over 700 firms, including the nine Member Firms who own TheMarkets, offer research.

I was pleased to learn that when TheMarkets say they have broker reports from around the world, they really mean it. Every continent is well represented (aside from Antarctica), with brokers from 66 countries offering research. That includes Bahrain, Estonia, Nigeria and South Korea, to name a few. Often, these brokers will offer research in both their native language, as well as English.

Of course, the US and UK are well represented as well. The nine owners of TheMarkets (Member Firms) are the largest brokers in the world, including Bank of America Merrill Lynch, Dresdner Kleinwort and JP Morgan Chase. These giants naturally cover the world and a variety of sectors within their investment research.

Access to the Member Firms public and proprietary websites is also readily offered to users who have entitlement to that firmís research. Entitlement is necessary to access a brokerís research on TheMarkets real-time platform, and is gained through an existing relationship a user or userís company may have with a broker. TheMarkets has a special Entitlements Team that makes the process of verifying client/broker relationships flow in a smooth and timely manner.

No broker relationships? Never fear, there is an aftermarket product that is especially appealing to those who either do not have broker relationships or do not have a need for real-time data access. The embargo period for the majority of the 500 brokers offering their research on the aftermarket platform is one week, so the information and analysis in the reports is still very timely.

I was also intrigued by the workflow solutions the vendor is offering. The Internal Research capability allows a user to upload their own proprietary research documents onto the platform and view their documents side by side with the broker reports. The userís reports are processed, tagged and uploaded onto TheMarkets secure platform, where they are fully searchable.

Alternatively, the Application Programming Interface (API) enables TheMarkets research platform to be incorporated into a userís own internal application, such as a corporate intranet. These types of customisable delivery options certainly enhance the value of the service.

Purchase the VIP Report: Product Review of TheMarkets from the FreePint Shop. Or save money by purchasing VIP Magazine No.81, which includes the VIP Report: Product Review of Eureka.cc.

The FreePint Shop accepts Google Checkout.

« Blog

What's new at Jinfo?

Focus on Value Chain

Document the value chain, and transform the way you think about, manage and report on your product portfolio and your information service contributions to your organisation goals.

Focus on Value Chain

Focus on Risk Assessment

Risk assessment is a required process for a healthy information department. It gauges the ability of your services, team, portfolio and overall value to withstand stress.

Focus on Risk Assessment

Sorry, there seems to be a problem with Webinar and Community listings. Please let us know, by email to support@jinfo.com. Thank you.

Benefit from our research

Our proven processes, resources and guidance will help your team make the shift from transaction centre to strategic asset.


Designed around the most common challenges and pain points for time- and resource-strapped information teams

Supercharge remote productivity and value
Holistic content portfolio management
Future-proof your information service
Executive-ready communications


A tailored overview of our research and active discussion with your Jinfo analyst.


Measure your starting point to articulate your strengths and set priorities for future improvements. Assessments gauge risk, capacity, value and more.

Read case studies, and start the conversation:

Consulting benefits

Connect your team with the practical tools, original research and expertise to build and support information strategy in your organisation.

A Jinfo Subscription gives access to all Content (articles, reports, webinars) and Community.

Subscription benefits