News

Director of Research Zach Gast joins the Financial Accounting Foundation’s Financial Accounting Standards Advisory Council
Posted on December 4, 2017 | By CFRA Research
The Board of Trustees of the Financial Accounting Foundation (FAF) has announced the appointment of nine new members to their Financial Accounting Standards Advisory Council (FASAC) – naming CFRA’s Director…
Going Beyond Past Performance when Evaluating Funds
Posted on December 1, 2017 | By CFRA Research
CFRA was recently highlighted by Investment News in an article titled, “Morningstar-WSJ feud gives CFRA opening to challenge bigger rival’s methodology.”  CFRA’s star rating methodology looks beyond past performance when…
Todd Rosenbluth authors article on ETF.com on “ETF of the Month” as it relates to Dividend-Growth Investors
Posted on November 9, 2017 | By CFRA Research
The CFRA “Focus ETF of the Month” for November is the WisdomTree US Quality Dividend ETF, which earns our top ranking. CFRA combines holdings-level analysis with fund attributes, including expense…
Todd Rosenbluth authors article on ETF.com regarding ETFs as they relate to Japan
Posted on November 3, 2017 | By CFRA Research
Japan is the largest of the developed international markets, yet exposure in popular ETFs in the country can differ a great deal from others. CFRA Director of ETF and Mutual…
CFRA Notes Importance of Historical Records and Forward-Looking Analysis in Fund Research
Posted on October 30, 2017 | By CFRA Research
Leading provider of independent research will host webcast on its approach on November 8th.  New York, October 30, 2017: CFRA, one of the world’s largest providers of independent research, is…
Todd Rosenbluth authors article on MarketWatch regarding Multi-factor ETFs
Posted on October 24, 2017 | By CFRA Research
Should an investor seek recent winners in a momentum strategy or focus on securities that continue to trade at a discounted valuation? How about focusing on the blue-chip stocks with…
Todd Rosenbluth participates in ‘Q&A’ with MarketWatch and discusses Smart-Beta ETFs
Posted on October 24, 2017 | By CFRA Research
Following a panel discussion hosted by MarketWatch and sponsored by OppenheimerFunds, Director of ETF and Mutual Fund research, Todd Rosenbluth was asked to answer some additional questions regarding smart-beta ETFs…
CFRA Welcomes New Chief Revenue Officer Dan Concannon
Posted on October 17, 2017 | By CFRA Research
New York, October 17, 2017: CFRA, one of the world’s largest providers of independent research, today announced that Dan Concannon has been named to the newly formed position of Chief…
CFRA Celebrates First Anniversary of Acquisition of its Equity and Fund Research Business
Posted on October 10, 2017 | By CFRA Research
New York, October 10, 2017: CFRA, one of the world’s largest providers of independent research, announced one year ago its acquisition of S&P Global’s Equity and Fund Research business with…
MarketScope Advisor’s New Look
Posted on September 1, 2017 | By CFRA Research
Todd Rosenbluth Authors Article on etf.com Regarding Emerging Market ETFs
Posted on July 17, 2017 | By CFRA Research
Emerging market equity funds have outpaced the S&P 500 index, rewarding investors who included these funds in their well-diversified asset allocation strategies. However, the composition of these funds can differ…
Todd Rosenbluth authors article on Active Tech Investing at ETF Trends
Posted on July 12, 2017 | By CFRA Research
Popular tech ETFs are enjoying double-digit returns based off the gains of Alphabet, Apple, and Facebook. The Technology Select Sector SPDR (XLK 55 Overweight), a $16 billion ETF, has increased…
Understanding the New Revenue Recognition Standard: Are You Ready? Event Replay
Posted on July 11, 2017 | By CFRA Research
On Tuesday, June 27th, 2017, CFRA hosted a breakfast, panel discussion and networking session on this key issue in New York featuring Zhen Deng, CFRA Senior Analyst, Marc Siegel, FASB…
Todd Rosenbluth authors ETF Trends article on why past performance isn’t indicative of future results
Posted on June 21, 2017 | By CFRA Research
This article, authored by CFRA’s Todd Rosenbluth, discusses the importance the saying, past performance is not indicative of future results. CFRA puts this warning into practice, focusing on costs and…
Lindsey Bell Makes a Case for Real Estate Investment Trusts (REITs)
Posted on June 12, 2017 | By CFRA Research
REITs are attractive to investors seeking diversification and who have concern about rich market valuations during a seasonally-weak period. Furthermore, REITs don’t necessarily perform poorly when interest rates are on…
Lindsey Bell to co-host “Mornings with Maria” on Fox Business
Posted on May 22, 2017 | By CFRA Research
Lindsey Bell, CFRA Investment Strategist will be guest co-hosting “Mornings with Maria” with Maria Bartiromo on Fox Business – May 25, 2017 6am-9am EST. This daily roundtable of industry titans…
These Two Diverging Stock Indexes Could be a Red Flag for the Markets
Posted on May 16, 2017 | By CFRA Research
Although both the S&P 500 and Nasdaq Composite recently set fresh records, there is potential for a stock market pullback in the near term. CFRA’s Chief Investment Strategist Sam Stovall…
Todd Rosenbluth provides thought leadership on top hedge fund-focused ETFs
Posted on May 11, 2017 | By CFRA Research
Although hedge fund managers are slowly rebuilding after 2016 losses, some hedge fund-focused ETFs are having a strong start to 2017. In this article, authored by Todd Rosenbluth, Director of…
As Disney’s ESPN grapples with subscriber losses, it’s clear that the pay-TV industry is at an inflection point
Posted on May 10, 2017 | By CFRA Research
On Tuesday, May 9, 2017, CFRA’s Tuna Amobi spoke with CNBC regarding the monumental shift in cable TV as viewers shift to be “cord cutters” and “cord-nevers”. For a paid…
CFRA recognized for the quality of its independent fund research as a 2017 recipient of Fund Actions “Rising Star” Mutual Fund Award
Posted on May 4, 2017 | By CFRA Research
On March 30, 2017, CFRA, one of the world’s largest providers of independent research and Todd Rosenbluth, Director of ETF and Mutual Fund Research, were awarded the “Rising Star Award”…
ETF Investors Will Find Value in Newly-Launched CFRA-Stovall Indices
Posted on May 4, 2017 | By CFRA Research
Tom Lydon, editor and publisher of ETFtrends.com, recently spoke with CFRA’s Todd Rosenbluth and Sam Stovall regarding the recent launch of the CFRA-Stovall Indices and the exciting opportunities it holds…
CFRA Launches CFRA-Stovall Seasonal Rotation Indices
Posted on April 19, 2017 | By CFRA Research
Capturing performance of seasonal rotation strategies New York, April 19, 2017: CFRA, one of the world’s largest providers of independent research, today introduced the CFRA-Stovall Indices. This suite of indices…
The Transition Continues…
Posted on March 31, 2017 | By CFRA Research
We are excited to announce the next phase in our ongoing transition of Marketscope Advisor! As part of our ongoing relationship with S&P Global, beginning today the branding of Marketscope…
Acquisition FAQs
Posted on September 7, 2016 | By CFRA Research
Who is CFRA? CFRA was founded in 1994 and is the leading provider of independent forensic accounting, legal research, analytics, and advisory services. Who uses CFRA’s research? Our research is…
Letter from the CEO
Posted on September 7, 2016 | By CEO Peter de Boer
On September 7, 2016, CFRA announced that it has entered into a definitive agreement to acquire S&P Global Market Intelligence’s Equity and Fund Research business from S&P Global (NYSE: SPGI). …
CFRA Creates Industry’s Largest Institutional-Grade Independent Equity Research Team; Agrees to Acquire S&P Global Market Intelligence’s Equity and Fund Research
Posted on September 7, 2016 | By CFRA Research
Acquisition to create formidable combination of sophisticated forensic analysis, broad equity research, and fund research services Transaction fuels continued growth trajectory for CFRA’s global business NEW YORK; September 7, 2016…