Bell Potter's team is one of the largest-resourced research
commitments by an Australian broking firm. The objective of our
research is to be timely and thought-provoking, and our quality
in-depth investment ideas aim to add value to our clients'
In undertaking our comprehensive company research, our analysts
travel globally to seek out investment opportunities that we feel
will further benefit our clients' portfolios.
Our in-house research offering is complimented by Citi
Australia's highly ranked global research platform and
Bell Potter's research specialists deliver comprehensive,
quality analysis, general advice and a wide range of printed and
Our research offering includes:
- Australian equities: coverage of ~200 top ASX listed companies,
as well as an array of mid-cap, small and emerging companies
- Sector analysis
- Domestic economics and strategy commentary
- Investor reports
- Hybrid and fixed income reports
- Specialist research on Exchange Traded Funds (ETFs) and Listed
Investment Companies (LICs)
- Coverage of Citi and Morningstar global research including
~1600 international stocks, international sector analysis, global
economic and investment strategy
- Morningstar Model Portfolios
- International stock reports (Lose the Home Bias)
Our team also produce daily, weekly and monthly market reports
to ensure you stay up to date with all the latest news and events.
Our clients have access to:
- Daily Bulletin: An extensive report on all key
company and sector research along with summary earnings tables of
leading companies by sector including price-earnings ratios,
earnings per share, dividend yields, and recommendations.
- Morning Bell: A concise summary of the main
domestic indices, overnight closes on overseas indices, key
commodity spot prices, local interest rates and foreign exchange
rates. Also includes a summary of key company research and market
- Investor Report: A detailed periodic report
covering strategic themes, '50- Leaders' news, company specific
research, and our 'Top Stock Picks'.
- Fixed Interest Report: A daily and weekly
update of developments in the hybrid market including tables of
current fixed and floating rate yields.
- Sector Research: Including quarterly reports
on Exchange Traded Funds (ETFs), Listed Investment Companies (LICs)
- Ad hoc Reports: Special reports on companies,
sectors, markets and economic views, both domestic and global.
Research Reports At Your Fingertips
Our research reports are available in hard copy, email or
Get in touch with your adviser to receive regular communication
about our extensive range of research reports.
Research Coverage Decision-Making Policy
Research coverage decision making is the responsibility of the
Research Coverage Committee, which is chaired by the Head of
Research and is comprised of the Head of Research Services, the
Retail Managing Director, the Managing Director and the Head of
Compliance. The Committee reviews each Research Analyst's coverage
universe and makes decisions on stocks to be added or subtracted
from such coverage. Some of the criteria used in making these
coverage decisions are the number of Clients that hold a particular
stock, the overall percentage of a stock's free float which
Client's hold, the business the Company has transacted in the stock
and the potential for the Company to do further business in the
stock. Consideration will also be given to the extent to which
coverage is provided by other Research to which the Company has
Research Independence Policy >