Boutique CIO provides research on earnings reports for security selection, sector research, and sector outlook.

Universal Coverage
The Boutique CIO research platform tracks over 1,500 listed companies across North America, Latin America, Europe, and Asia. Since 2020, we have generated an average of 400 earnings reports annually, each standardized through our proprietary equity ranking and analytics system — delivering consistent, comparable insights across sectors and cycles.

Earnings Reports

Manager Research and Due Diligence

The team at Boutique CIO has deep expertise in researching third-party managers.

We have conducted interviews with over 500 managers and strategies over the past several years.

These strategies include equity, fixed income, absolute return, alternative credit, private equity, real estate, commodity-focused, and long short equity.