Introduction
As a trusted advisor to thousands of business executives since 1986, we realize that long-term relationships are built upon the delivery of solid, objective research and advice that consistently helps our clients succeed.  To achieve this, our independence and objectivity are paramount, and we approach them very seriously.

Integrity
Our written research and product assessments are not influenced by whether or not the company we are covering is a client. We treat technology vendor clients the same as we treat non-clients. Our recommendations are not influenced by status as a client or the size of the account.

Vendor Briefings
Technology vendors requesting to communicate information about their products or services may do so through a briefing, regardless of whether or not the company is an AMR Research client. Analysts will accept briefings from all technology vendors and service providers if: the company’s products fit within our coverage areas; the information will enhance or meaningfully immediately impact relevant research and is valuable to our user clients; and the appropriate analyst is available.

Client Marketing Material
AMR Research does not create marketing materials, such as white papers, that endorse companies or technologies for a fee. Recommendations to clients, implicit or explicit, that appear in AMR Research material are the result of objective, fact-based analysis and opinion.

Research Sourcing and Distribution
All use of AMR Research material, which includes but is not limited to articles, reports, presentations, audio, video, and other written documentation, is governed by AMR Research’s Sourcing and Distribution Policy. This policy ensures that our information is used objectively and in the proper context. Clients may choose to purchase distribution rights to some of our articles and reports. Use of reprints is also governed by the Sourcing and Distribution Policy.

http://www.amrresearch.com/Research/CorporateSourcingPolicy.asp

Plagiarism and Fabrication
AMR Research has zero tolerance for plagiarism and fabrication of information. Each piece of information reported must be verified through primary research, a fact check, or via publicly available data. Information that is originally found in someone else’s work must be attributed to that person or company.

Early Disclosure and Fact Checking
As a policy, AMR Research does not share pre-publication versions of articles or reports to anyone outside of AMR Research. However, to ensure factual accuracy, AMR Research may periodically ask referenced companies to check the accuracy of facts in the research that we publish.

Protection of Confidential Information
AMR Research is entrusted with the confidential information of others, particularly of our clients.  These clients give us confidential information with the understanding that we will safeguard it.  Simply put, we do not share confidential information.
 
During and after employment with AMR Research, employees may not share confidential business information with non-employees of AMR Research.

Custom Research
AMR Research offers a Custom Research Service, most often for vendors of enterprise applications, technologies, and IT services. Clients engage the Custom Research Service to assess product requirements, market opportunity, and customer satisfaction, as well as for win/loss analysis.

AMR Research’s Custom Research Service never engages with a client for the sole purpose of providing research for sales materials or marketing collateral. The Custom Research Service will not write white papers, provide custom quotes, complete competitive assessments/battle cards or market landscapes, or change graphics for advertising purposes.

Any use of material from the Custom Research Service must adhere to AMR Research’s Sourcing and Distribution Policy. All external use of AMR Research material must be approved before distribution.

Ownership of Materials
AMR Research retains ownership and the rights to all data, methodologies, materials, and analysis it creates and/or distributes.

Investment Advice
AMR Research offers general advice on industry trends; AMR Research is not a registered investment advisor, and we do not recommend specific companies for investment, acquisition, or other financial considerations.

Outside Investments 
AMR Research employees may not have a personal investment in companies that are doing business or seek to do business with AMR Research if the employee is in a position to influence decisions affecting AMR Research’s coverage of the company. Analysts and executives may not have a significant personal investment in a company that they follow on behalf of AMR Research, or that is within the industry or sector that they follow. In addition, AMR Research employees are not permitted to be board members of any company that is within AMR Research's scope of research coverage.

Analysts must disclose in a confidential memo to AMR Research legal counsel any such financial interests In addition, any other conflict of interest must be documented in a memo to legal counsel when first employed by AMR Research, and any subsequent conflicts of interest, whether financial or otherwise, must be reported immediately to legal counsel. Legal counsel will make determinations regarding such disclosures on a case-by-case basis.

Conflicts of Interest
A conflict of interest is generally defined as any direct or indirect personal gain on an employee’s part related to a client or organization that might reasonably affect an employee’s judgment or decisions.  A conflict of interest may include, but is not limited to: putting interests of another company before AMR Research, engaging in employment that may be competitive, accepting outside speaking fees, and ghost writing.

Compliance with all Laws 
Employees must be aware of their ethical and legal obligations with respect to laws and regulations affecting occupational safety and health, the environment, discriminatory employment practices, restrictive trade practices and unsanctioned international boycotts, and must continue to support AMR Research’s commitment to strict compliance with these laws.
 
Employees may not participate in any fraudulent or deceptive activities toward AMR Research, its customers or suppliers, contractors, or anyone else with whom we do business.

Privacy
AMR Research will not share client information with any third party, at any time, for any reason—period. We will use personal data in an effort to provide the highest quality services, personalized in accordance with individual client wishes. We will make every effort to ensure the protection of personal information on our servers, and will quickly react to any suspected or reported abuse of data.

Personal Conduct
AMR Research employees may not be paid to endorse specific products, services, or companies. All of AMR Research’s decisions are based on independent research that cannot be influenced by vendors of such products or services.

AMR Research employees may not use their affiliation with the company for personal advantage.

Conclusion
AMR Research’s integrity and brand are its most important assets. Anything that is done to damage this reputation hurts our business. Any violation of this code will meet swift action, up to and including termination of employment.

While we hope that this document encompasses all situations, we realize that we cannot anticipate all circumstances. If you are an employee, client, or potential client and you have any questions, please ask.