Understand the Implications for Public
Company Financial Reporting
Delivered through Accounting Lens, CFRA forensic research covers on an extensive
universe of companies and industries believed to have significantly poor quality of
reported financial results, operational metrics and corporate governance problems.
Forensic Accounting Research Services
Access Biggest Concerns lists,
company and industry research,
developed and refined over 20+
years, to identify and understand
future earnings risks.
service can cover client portfolios
and companies of interest,
delivered through a scalable process
where CFRA analyzes company data
against established benchmark levels
to identify risks.
Online and onsite seminars led by
accredited analysts give your team
the tools and techniques to uncover
hidden risk within financial markets.
biggest concerns list
CFRA’s actively curated portfolio of global companies representing our highest conviction ideas for which
substantial risk of deteriorating earnings quality or fraud exists.
Quantitative assessments covering 25,000+ publicly-traded companies for screening,
idea generation, portfolio monitoring and risk management.
LET CFRA HELP YOU
As one of the world’s largest independent research firms, CFRA helps its global
subscribers to improve their investment and business decision making.
Identify companies and industries believed to have significantly poor
earnings quality, corporate governance and operational metrics.
CFRA has always been MiFID II compliant.
We have always delivered high-quality, cost-effective
research focused on investors’ needs.
Need help with your post MiFID II research needs?
Talk to one of our product experts over the phone or request a consultation. This is a great first
step toward feeling more secure in this extraordinary period of regulatory change.
See Why CFRA’s Approach is Better.
Prior to joining S&P Global in 1989 and CFRA in 2016, Sam served as Editor In Chief at Argus Research, an independent investment research firm in New York City.
He holds an MBA in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, PA. He is a CFP® certificant and is a Trustee of the Securities Industry Institute®, the executive development program held annually at The Wharton School of The University of Pennsylvania.
Follow Sam on Twitter: @StovallCFRA
Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.
Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.
Follow Todd on Twitter at: @ToddCFRA
Prior to joining CFRA, Lindsey worked as an Investment Strategist with S&P Global within the Investment Advisory Services division. She worked in several different capacities at TheStreet.com before that, from helping to manage Jim Cramer’s small and mid-cap Charitable Trusts, to leading trader blog conversations and writing research. She learned the ropes as an equity research analyst at J.P Morgan and Deutsche Bank covering retail companies, and began her career in investment banking with Jefferies & Company’s Mergers & Acquisition group.
Follow Lindsey on Twitter: @LBellCFRA
Prior to joining CFRA and S&P Global, Tuna was a Senior Equity Analyst at Lehman Brothers, New York. He participated in key decisions by the firm’s Investment Policy Committee and was highly instrumental in managing a multi-capitalization equity portfolio, with primary focus on the Technology, Media and Telecom (TMT) sectors. Tuna also gained extensive global consulting experience in his previous roles at Arthur Andersen and KPMG.
Tuna earned an MBA in Finance from the Strathclyde University Business School in Scotland, U.K. He also holds a B.Sc. in Accounting from University of Nigeria as well as LL.B. (JD). Tuna is a CFA charterholder and a Certified Public Accountant (CPA).