MONTREAL--(BUSINESS WIRE)--BCA Research, the leading provider of independent investment research, today announced the introduction of Global ETF Strategy, a new service to connect the dots between BCA’s thematic top-down macro research and the increasingly complex ETF market. Initially covering nearly 2,000 U.S. listed ETFs, the hybrid offering combines in-depth, unbiased research with a data-driven platform to identify and analyze ETFs in detail.
“The most common questions our clients ask us, is ‘Which ETF would you recommend to action this particular view in the market?’. Global ETF Strategy is our answer, helping map BCA’s macro views to specific ETF recommendations,” said Bashar AL-Rehany, CEO of BCA Research. “We have seen a strong demand from the global investment management community for hybrid research offerings, which combine BCA’s proven expertise in research and analysis with big data algorithms and analytics. The ETF Strategy, as well as our research platform Edge, answer that demand by helping investors better understand markets, and make better investment decisions.”
Led by Doug Peta, BCA’s Chief Strategist, Global ETF Strategy provides detailed analysis of ETFs, combining proprietary analytics with often difficult to source feature and fundamental data. Proprietary risk scores are calculated for each ETF, across all asset classes, helping investors weigh potential portfolio components' risk. Equity ETFs are ranked and scored using our proprietary stock scoring algorithm (used in BCA’s Equity Trading Strategy platform), developed over 15 years and combining over 20 factors, all proven to contribute to out-performance.
Helping with asset allocation and building balanced ETF portfolios, BCA provides a set of Model Portfolios as well as the BCA 200, an evolving list of the ETFs representing the core portfolio building blocks. They are filtered from the overall universe using liquidity, cost and efficiency filters at the individual fund level. The Model Portfolios translate BCA’s macro investment themes into balanced allocations of actionable ETF positions.
The ETF Strategy continues BCA’s strategy to expand its market leading macroeconomic framework into sector (mid) and single-name (micro) research, to deliver an independent, objective and integrated approach to investment analysis.
About BCA Research
BCA Research is the leading independent provider of global investment research. Since 1949, BCA’s mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies, as well as educating, informing and stimulating discussion through clear and thought-provoking research. BCA provides its services to investment professionals and multi-national corporations across six continents through a wide range of products, services and meetings. The firm maintains a head office in Montreal, with local offices in London, New York, Hong Kong, San Francisco, Sydney, Cape Town and São Paulo.
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