Research Products

Boutique CIO provides research covering security selection, sector research, market outlook, manager research and due diligence, and asset allocation.

Investment Strategy
Research
Publications/ Book

Research

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. We generate an average of 300 earnings reports annually, each standardized through our proprietary equity ranking and analytics system. Delivering consistent, comparable insights across sectors and cycles.

Earnings Reports
Sector and Thematic Outlooks
Fund Manager Due Diligence

Investment Strategy

We identify investment opportunities through a comprehensive macro-level analysis that takes into account various long-term trends and themes, including industry, regional, commodity, currency, monetary, rate, fiscal, and regulatory factors. This approach also allows us to consider opportunistic or event-driven trades that capitalize on market dislocations.

Market Commentary
Market Outlooks

Publications/ Book

Now Available
“The Financial Advisor’s Guide to Private Investments”

Authored by Joseph E. DaGrosa Jr. and Arun Kaul, CFA

“The Financial Advisor’s Guide to Private Investments” provides a practical framework for understanding private markets, including private equity, private credit, real estate, infrastructure, portfolio construction, investment structures, manager due diligence, and operational compliance. Written for financial advisors and investors navigating beyond traditional public market portfolios, the book explains how private investments can be evaluated, structured, and incorporated into modern portfolio construction.

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