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Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

Equity research is a vital function within the investment industry that helps investors make informed decisions about buying, holding, or selling stocks. These reports typically include information on a company’s financial performance, management team, competitors, industry trends, and any other relevant information.

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Behavioral Economics and Behavioral Finance Manifesto

Steve Shu Consulting

As 2014 comes to a close, I’ve been reflecting on various books, presentations, research, tools and solutions, software and applications that I’ve been involved with and organizations I’ve been consulting to over the years. Behavioral Economics General Management Innovation Behavioral Finance Behavioral Science Nudge'

Finance 186
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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78
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Choosing Management Consulting as a Career

Tom Spencer

I had done extensive research into the consulting industry and was a member of the consulting club at my university. When a mistake has been made, consultants will often speak to their managers or other members of the team to identify where they may have made a mistake and ask for assistance on how to fix it.

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Cornerstone Research Interviews and Culture

Management Consulted

CORNERSTONE RESEARCH. Ranked at #8 in the Vault Consulting Top 50, Cornerstone Research may just be the most interesting consulting firm you’ve never heard of. Cornerstone Research has been around for over 25 years, and has steadily risen in the consulting rankings ever since. CORNERSTONE RESEARCH KEY STATS.

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Talk at Hong Kong University of Science and Technology on Behavioral Finance

Steve Shu Consulting

In March 2023, I will be guest speaking to DBA students at Hong Kong University of Science and Technology about implementing behavioral finance initiatives in corporations, an area that I have worked in for more than a third of my three-decade-some working career. Much thanks to Prof. Anirban Mukhopadhyay for inviting me.

Finance 30
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Launch Your New Business with Professional Help

Business Consulting Agency

These services encompass a wide range of areas, including business planning, market research, financial management, marketing strategies, and operational setup. Market Research and Analysis Understanding the market is crucial for any new business. This ensures your business operates smoothly from day one.