Ned Davis Research
Mark Phillips, CFA, has a strong background in investment management and research. With experience in companies such as Foresters and LJ Athene, Mark has honed their skills in asset allocation and manager selection. Mark also has a solid foundation in data analysis and statistical research from their time as a Research Fellow at the University of Surrey. Mark's expertise is further demonstrated through their successful completion of the CFA exams and various degrees in Actuarial Science and Social Research.
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Ned Davis Research
Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.