Next-gen insights, information, and investments

A dynamic ETF data platform designed for ETF and fund professionals

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A dynamic ETF data platform designed for ETF and fund professionals

Featured Research

Why Choose CFRA?

A global leader in financial intelligence solutions and insights

CFRA delivers independent, unbiased, and actionable investment research, data, and analytics to clients worldwide with our award-winning technology so they can make smarter investment and business decisions.

Deep Expertise

Our global team features many of the most sought-after voices and thought leaders across the investment landscape with expertise spanning fundamental equity, forensic accounting, fund, public policy, legal, and technical research along with data and analytics.

Unbiased and Independent

We don’t have an asset management or investment banking arm. We don’t manage money. We don’t make trades. We don’t create products that compete with our clients. You can rest easy knowing the insights you receive from CFRA are independent.

Award-Winning Technology

Our next-gen approach to content delivery and integration offers you the ability to fully customize the method used to integrate our insights and data...enabling you to deploy flexible and cost-effective solutions across your entire enterprise quickly.

Featured Solutions

High-quality research and data to enhance portfolio performance and mitigate risk

Fundamental Equity Research

Gain a comprehensive view of global themes, industries, and companies

Confidently build portfolios and identify trading opportunities with our qualitative coverage of more than 1,600 companies and quantitative coverage of an additional 13,000+ global companies. We also maintain 15 stock and ETF model portfolios in addition to 5 ESG model portfolios with track records ranging up to 24 years.

Forensic Accounting Research

Understand implications of public company financial reporting

Generate alpha and avoid costly portfolio blowups through our extensive coverage of companies we believe to have significantly poor quality of reported financial results, operational metrics, and corporate governance problems.

Global ETF Data & Analytics

Data and analytics you need to navigate the ETF universe

Gain powerful insight into the global ETF universe by quickly analyzing flows and identifying new product or investment opportunities with our specialized ETF holdings database and proprietary classification framework featuring nearly 100 granular categories.

Technical Research

Giving you confidence to navigate any market cycle

Gain the confidence to navigate any market cycle with our time-tested, data-driven technical research based on supply and demand that measures the internal strength of the markets, sectors, industry groups, and individual issues.

Public Policy Research

Identify opportunity and risk driven by public policy

Assess and quantify investment opportunities and risks arising from market-moving public policy events that impact financial markets including legislative, regulatory, judicial, and political developments across all levels of government.

Seamless Content Integration

Web-Based Platforms

Hosted enterprise web solutions allow your users access to our insights and data through a number of platforms like MarketScope Advisor, Accounting Lens, Legal Edge, Lowry OnDemand and FUNDynamix.

Atomized integration of CFRA content through our award-winning Research-as-a-Service (RaaS) API directly into your portals allows for creation of custom tools and applications across your enterprise.

Easily ingest CFRA content through your internal workflows, processes, and platforms through a daily data feed. Multiple file formats are supported including PDF, XML, TXT, and RIXML v2.5.

Financial Platforms

Gain access to CFRA content through partnerships and integration with various third-party financial platforms including Bloomberg, FactSet, and Refinitiv.