Equity Research, Equity Analysis, and Equity Strategy for beginners! What do equity research analysts do? How to become an Equity Research Analyst? What is quantitative & fundamental analysis of stocks
Gina Martin Adams, CFA, Chief Equity Strategist at the Bloomberg Intelligence, does equity markets research by integrating quantitative analysis of stocks with fundamental analysis of stocks, as well as takes into consideration behavioral, technical and political analysis. Gina is doing global outlook for stocks and creates equity strategies to beat the S&P 500. Gina is explaining what is equity research, equity strategy, factor analysis, equity research report, investment portfolio management, equity market analysis, equity investment strategy, equity trading strategies, and global asset allocation. Gina explains why she is interested in financial markets, stock market analysis, as well as why she decided to become an equity strategist.

If you are considering to work in equity strategy or equity research, hold an equity research analyst job, or if you are interested in doing quantitative and fundamental analysis of equities, global equity investing and asset allocation, this video Q&A is for you. Gina Adams is truly passionate about financial markets and being a Chief Equity Strategist at the Bloomberg Intelligence.

More about Gina Adams: Gina provides a topdown perspective on the equity market and sectors, and frequently presents her views at industry conferences, professional associations, and investment organizations. Gina has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ AllAmerica Research survey. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and a B.S. in Business Administration with concentrations in Finance and Marketing from the University of Florida. She is a member of the CFA Institute, the New York Society of Securities Analysts, the Market Technicians Association, the American Association of Professional Technical Analysts and the Financial Women’s Association.

An equity strategies are investment strategies either for an individual portfolio or a vehicle of pooled funds such as Mutual funds or hedge funds. This strategy has a focus exclusively on equity securities for the purpose of investment, whether it is a listed stock, overthecounter stocks or private equity shares.

Active equity management approaches can be generally divided into two groups: fundamental (also referred to as discretionary) and quantitative (also known as systematic or rulesbased). Fundamental approaches stress the use of human judgment in arriving at an investment decision, whereas quantitative approaches stress the use of rulesbased, quantitative models to arrive at a decision.

The main differences between fundamental and quantitative approaches include the following characteristics: approach to the decisionmaking process (subjective versus objective); forecast focus (stock returns versus factor returns); information used (research versus data); focus of the analysis (depth versus breadth); orientation to the data (forward looking versus backward looking); and approach to portfolio risk (emphasis on judgment versus emphasis on optimization techniques).

Quantitative equity investment strategies often use factorbased models. A factorbased strategy aims to identify significant factors that drive stock prices and to construct a portfolio with a positive bias towards such factors.

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