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.

Investment Management

Ned Davis Research

Paul Jakubowicz

Andrew Douglas

Brian Sanborn

The Finance and Compliance team at Ned Davis Research ensures the organization maintains financial integrity and adheres to regulatory standards while supporting strategic decision-making. They manage financial planning, analysis, and reporting, as well as oversee compliance with industry regulations, safeguarding client trust and firm reputation. Additionally, the team collaborates across departments to optimize resource allocation and maintain robust financial practices.

Finance and Compliance

About

Team members

Other teams at Ned Davis Research

Investment Research and Strategy

Leadership Team

Sales and Marketing