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Investment Research Strategies

Building on our daily interaction with investment banks (the sell side), mutual, pension, and hedge funds (the buy side), private equity firms (venture capital and buyout), and vendor and Fortune 1000 industry companies, the Investment Research Strategies team puts an independent financial lens on research that assesses companies at the intersection of value chain business processes and enterprise technologies. Six of the top 10 Institutional Investor-ranked sell-side firms are subscribers because AMR Research’s independent and objective insights help them to formulate their investment opinions through providing a unique piece of the institutional investment decision-making process.  Read more.




Published Research [View All]

i2 Technologies: Non-GAAP EPS Upside, But Still Awaiting Strategic Review Committee Evaluation

Deltek: U.S. Economy and Execution Challenge License Revenue, But Pipeline Remains Strong

NetSuite: SaaS and International Expansion Equal Opportunity in Current Environment

View All Investment Research Strategies Research
Agenda Topics

Follow the Money: Seed/Startup VC Trends Mirror Strong Overall Software Trends

Follow the Money: Software Leads in Number of Venture and First-Time Deals

Follow the Money: 1Q:07 Seed/Startup Software Funding Implies Strong Product Innovation Opportunities

Follow the Money: 2Q:07 Venture Capital Software Trends

Follow the Money: 2Q:07 Venture Capital Seed/Startup Software Trends

Retail Private Equity Activity: The Party’s Not Over, but Potential Crashers Could Cast Shadows

Executive Q&A: A Conversation with Forterra Systems President Robert Gehorsam

Follow the Money: Software Venture Capital Investment Trends, 3Q:07

Follow the Money: Venture Capital Seed/Startup Investment Trends, 3Q:07

Follow the Money: A Focus on Content Management Venture Capital Investment

Follow the Money: A Focus on 3PL Venture Capital Investment

Retail Private Equity Buyout Update

Issues Addressed
  • Investment bank (sell-side) clients—AMR Research’s Investment Research Strategies group provides research on technology vendor product launches and activities and, importantly, shifts in user demand. We provide due diligence on technology vendors as well as on how technology-buyer companies across industries view the vendor firms. Clients benefit from independent third-party market share data and forecasts, many of which span a five-year time frame.
  • Mutual, pension and hedge fund (buy-side) clients—Companies that best employ state-of-the-art enterprise technologies to improve their value chain processes can show a strong correlation to their financial performances. AMR Research uncovers proactive ideas based on the identification of emerging and innovative technology from vendors, how well industry companies utilize technology, and anticipated shifts in the vendor and industry competitive landscapes. The group provides research on technology vendors, industry companies, and markets that appear to be gaining or |losing momentum.
  • Private equity (venture capital and buyout) clients—These clients receive the identification of and research on emerging markets and vendors, as well as advice on portfolio optimization. Private equity clients engage with AMR Research because we provide invaluable insights into how private equity firms can capitalize on enterprise technology to help achieve corporate objectives for their portfolio companies. AMR Research also provides assistance with due diligence for potential investments.
  • Vendor and Fortune 1000 industry clients—These clients want to know exactly what the Investment Research Strategies group is telling Wall Street about their respective companies and their companies’ technologies and services. In an era of consolidation, these clients also consult AMR Research on industry trends, innovative technology, and portfolio optimization. Finally, they leverage the private equity market research in order to identify industry trends and position themselves accordingly.
Events and Speaking Engagements

Executive Conferences
AMR Research Supply Chain Executive Conference
May 28 - 30, 2008
The Phoenician
Scottsdale, AZ, US

Register

AMR Research Executive Leadership Conference
November 10 - 12, 2008
Westin Boston Waterfront
Boston, MA, US

Register

Webcasts
The Platform Revolution – A Look Into Disruptive Technologies
May 15, 2008, 11AM - 12PM ET
Webcast, Live
Register

Exchanges
2008 Value Chain and Logistics Outsourcing Exchange
May 28, 2008, 12PM - 5PM PT
The Phoenician
Scottsdale, AZ, US

Register

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