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Our Firm

Firm Overview & History

Founded by a Goldman Sachs research team in 2019, MarketDesk Research was built to offer independent investment research and market insights to wealth advisors and institutional investors. Our clients include RIAs, family offices, institutional investors, hedge funds, mutual funds, wirehouses, and OCIOs.

Our approach to research and portfolio strategy is centered around evidence-based investing. Instead of basing decisions on near-term trends or “expert” opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and idea generation.  This quantitative overlay rewards facts, not opinions, and allows MarketDesk Research to simplify an often complicated market narrative and provide actionable ideas.

Our solutions include core asset allocation research (equities, credit, economics, and international markets), tactical ideas (industries, themes, regions), model portfolios (quantitatively managed strategies), and white label insights (client communication and marketing).
 

By The Numbers

96%
Client Retention Rate

We are dedicated to clients' success and treat each client as a long-term partner, helping to navigate investment research, portfolio strategy, and client communication. 

85%
Average Research Savings

MDR's solutions are not only affordable for new RIAs, but also have saved clients tens of thousands of dollars transitioning away from legacy research providers.

$64 Billion
Clients' AUM

Our clients include RIAs, family offices, institutional investors, hedge funds, mutual funds, wirehouses, and OCIOs representing over $64 billion in assets under management .

 
 

Research Coverage

Research Coverage:

U.S. Equities

  • Sectors

  • Factors

  • Industries

Credit

  • Credit Factors

  • Corporate

  • Government / Agency

  • Developed Sovereign

  • Emerging Markets

International Equities

  • Global Regions

  • Countries

Global Economics

  • Consumer

  • Housing

  • Business

  • Manufacturing

  • Inflation

Publishing Schedule:

Weekly

  • Macro Strategy

  • MDR Tradebook

  • Equity Idea Screens

Bi-Weekly

  • Tactical Opportunities

  • Strategy Snapshot

Monthly

  • Sector Insights

  • Credit Strategist

  • Factor Views

  • Economic Monitor

  • International Markets

  • Monthly Roundup

  • Model Portfolios

 

Quarterly

  • Asset Allocator's Guide

 

Track Record

Our primary goal is to provide high-quality, actionable investment research. For accountability, we provide a performance track record for our Core Ratings, Tactical Ideas, and Model Portfolios. Click below to view each track record.

Core Ratings
 

U.S. Sector and Factors, International Markets, and Credit.

Track Record >

Tactical Opportunities
 

Ideas independent of our asset allocation model.

Track Record >

Model Strategies
 

Turnkey quantitative strategies across styles and factors.

Track Record >

Learn how wealth advisors and institutional investors are leveraging MDR's data driven insights to make optimal, informed portfolio decisions.

 

Contact Us

Get in touch and let us know how we can help

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