Your research objectives may vary—so do the styles and approaches of the research that Fidelity offers. Whether your focus is on recommendations, earnings, or environment, social, and governance, varied research enables you to look at a company from multiple angles.
| Research firm | What's provided | Methodology | Report types |
| Argus :
Argus Analyst Argus Research A6/Quantitative Vickers |
Equity Summary Score contributor; Stock & market research reports; Sector weighting recommendations; Market commentary; Ownership & insiders | Analyst; Quantitative | Economic; Market; Sector; Stock |
| CFRA | Sector weighting recommendations; Sector & industry reports | Analyst; Quantitative | Market; Sector; Industry |
| Context Analytics | Social sentiment analysis via S-Score | Quantitative | Stock |
| Econoday | US & global economic calendars; Reports | n/a | Calendars; Reports |
| Factset | ETF ratings; ETF research reports | Analyst; Quantitative | ETF Ratings; ETF Reports |
| Hightower Report | Market commentary | Analyst | Market |
| Integrity Research Associates, LLC | Research firm performance analysis; Quarterly vendor scorecard | Research Firm Performance Analysis | n/a |
| Investars | Research firm performance analysis; Sector analysis | Research Firm Performance Analysis | n/a |
| ISS-EVA | Equity Summary Score contributor; Stock research reports | Quantitative | Stock |
| Jefferson Research | Equity Summary Score contributor; Stock research reports | Quantitative | Stock |
| LSEG :
I/B/E/S Refinitiv Refinitiv/Verus StarMine |
Equity Summary Score contributor; Stock research reports; Market & exchange data; Consensus recommendations; Earnings estimates; Recommendations accuracy | Quantitative | Stock |
| McLean Capital Management | Equity Summary Score contributor; Stock research reports | Quantitative | Stock |
| Morningstar | ETF ratings; ETF research reports; Portfolio composition (where applicable); Performance & risk data; ETF screener theme categories | Analyst; Quantitative | ETF Ratings; ETF Reports; Expert strategies and data |
| MSCI | Stock research reports; ESG (environmental, social, governance) | Quantitative | ESG reports |
| Standard & Poors :
Capital IQ Compustat GICS Global Market Intelligence |
Compustat company report; Dividends; Earnings; Company statistics; Financial statement reporting; Fundamental analysis | Quantitative | Compustat company report |
| Trading Central | Equity Summary Score contributor; Stock research reports; Technical events & analysis; Charting (technical paterns & events) | Analyst; Quantitative | Chart pattern recognition; Ratings and trend forecast |
| Zacks Investment Research | Equity Summary Score contributor; Stock research reports; Daily investment ideas; Market research reports | Analyst; Quantitative | Economic; Market; Sector; Industry; Stock |
