Research

We understand the scope and complexity of the choices you face in today’s market, as well as your commitment to delivering quality long-term investment results. That’s why we put the resources to help you make sound investment decisions on behalf of your clients directly in your hands. Raymond James has developed one of the industry’s most diversified internal research capabilities. We produce detailed reports on more than 600 closed-end funds and conduct forward-looking open-end mutual fund research. Our fixed income analysis is unique in its depth, and our stock recommendations have been nationally lauded year after year. To help you place this wealth of data into perspective, we also make sure you have exclusive access to the latest market and economic commentary from our firm’s top internal experts.

Equity Research

Our Equity Research team has consistently led the industry, providing insightful, timely and comprehensive information for advisors across the nation and around the world. With more than 100 industry analysts and associates, Raymond James fields one of the larger research organizations in the brokerage industry – among the top five of all U.S. brokerage firms, according to Thomson Financial.

We cover nearly 1,100 companies in eight industry groups, seeking attractive niches within broader industries. The overall performance of our Analysts’ Best Picks list (an annual release detailing our analysts’ best stock picks for the coming year) has significantly outperformed the S&P 500 by an average of 14.4% per year and averaged 18.4% in annual returns over the last 10 years.*

Our analysts continually rank among the nation’s – and the world’s – best. Twenty-three of them have been named to The Wall Street Journal’s “Best on the Street“ survey a total of 80 times, with the firm finishing fifth in cumulative awards over the past 10 years.

To learn more about our capabilities and catch up on the latest accolades earned by the Raymond James Equity Research team, here.

* Annual average Analysts’ Best Picks total return performance (18.4%) versus the comparable S&P 500 performance (4.0%), for 2001 through the close of December 2, 2010. On a total return basis with performance averaged as if an equal dollar allocation were made to each stock at the beginning of the period and held until 12/31 of the following year.

Since 2001, a total of 114 stocks have been recommended through this list. Of this total, 75 advanced (66%) and 39 declined (34%) within the recommended holding period. The holding period for each year’s list is approximately 55 weeks from the inception date to 12/31 of the following year.

An investor would incur commissions (and interest charges if transacted in a margin account) to act upon these recommendations. The results presented should not and cannot be viewed as an indicator of future performance. Individual results will vary and transaction costs related to investing in these stocks will affect overall performance. There is no assurance that the list will achieve the results expected and investors may incur profits or losses. The S&P 500 is an unmanaged index of 500 widely held stocks and is generally considered representative of the U.S. stock market. Investors cannot invest directly in an index. A complete record of all Analysts’ Best Picks since 2001 is available upon request.

Mutual Fund Research

Raymond James has the distinction of being among the first firms in the nation to publish mutual fund research reports recommending individual funds to investors. Today, our research remains unique in that it offers clients our clear opinion of how a particular fund will perform in the future.

You won’t need to rely on ratings that analyze what a fund has done in the past; with our strong mutual fund research capabilities, you’ll provide research reports that not only include Raymond James’ recommendations for the fund, but feature easy-to-understand performance data, top holdings, general data and hypothetical illustrations that make this information come alive for your clients. Then you’ll go a step beyond your competition, providing reports that review the fund’s objectives and management style and offer the analyst’s conclusion about future performance overall.

“Learn more on Raymond James Mutual Fund Research.”

Closed-End Fund Research

Our Closed-End Fund Research department provides information and recommendations on more than 600 closed-end funds available to investors. You can choose to receive closed-end fund quarterly performance reports that provide updated performance statistics, portfolio breakdowns, asset allocations and more. You can even create a list of closed-end funds that interest you, and our analysts will automatically e-mail updates on those particular funds. As an added resource, the closed-end fund Research Literature Line offers Wiesenberger and Morningstar Principia reports, article reprints, client-approved marketing pieces and monthly commentaries.