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Announcements & Articles
February 17, 2010
OTR Global to Donate to Haiti Relief Effort
Firm to Provide Percentage of Trading Commissions to Wall Street Philanthropic Program
"The Haitian people have suffered an unspeakable tragedy that has brought their country to the brink of disaster," said Stanton Green, President and Chief Executive Officer at OTR Global. "Wall Street has been touched by the plight of Haiti and like it has done so many times before, has stepped up to answer the call for financial assistance. OTR Global is proud to be part of this relief effort and to join the many notable organizations in helping Haiti rebuild." Read more…
January 19, 2010 — Wall Street Letter
Execution Venues Push Research To Buyside
"The top request from portfolio managers and analysts has been corporate access for a while now. You can't usually get that from normal research providers," said John Adam, head of Liquidnet Insight. OTR's global research team of more than 200 reporters/analysts combined with Liquidnet's Management Access program gives the firm an edge. "Traditional Wall Street is not the only source of ideas," he said. Read more…
January 14, 2010 — Integrity Research
OTR Gets Liquid Infusion
"Earlier this week we wrote a blog post suggesting that Liquidnet's recent minority investment into independent channel research provider, OTR Global, was part of a strategy to bundle OTR's research with Liquidnet's execution services. This is not accurate. Liquidnet's investment in OTR reflects the two firms' interest in working together to develop new services that Liquidnet can offer to buy-side PMs and analysts — a market that the firm currently does not serve." For a more complete discussion of this deal, Click here.
January 14, 2010 — Markets Media
Institutions Find Themselves the Belles of the Ball
"Institutional market participants are constantly challenged to make the best decisions across research and trading in order to capture alpha," John Adam, head of Liquidnet Insight, the research and services platform of Liquidnet, told Markets Media. "Performance is extremely important and the right decision at the right time makes the difference between a winning position and a losing one," he said. Adam said the partnership with the well-known OTR, which generates proprietary market intelligence for institutional investors, told Markets Media the match-up was a smart fit from the beginning." Read more…
January 13, 2010 — Wall Street Letter
Liquidnet Plans Research Conference Series
"Liquidnet is planning a series of conferences as part of its management access offering, in order to leverage the research expertise of OTR Global Holdings with which it recently partnered. John Adam, head of Liquidnet Insight, said the alignment of OTR Global's research with its existing Insight services, which include the creation of opportunities for investors and issuers to interact, will be realized in the short term with the delivery of the conference events. The first, to be held Feb. 4 in Boston, will focus on healthcare and will focus on personalized medicine and innovation in the industry, with Liquidnet providing panelists through Management Access and OTR Global researchers moderating." Read more…
January 13, 2010 — Security Industry News
Liquidnet Completes Strategic Investment in Alternative Research Firm
Stanton Green, president and CEO of OTR Global noted that this investment and partnership "will not only enable us to collaborate with Liquidnet on innovative products, events and services, including Management Access, but allows us to expand our sector intelligence and global reach for our clients, particularly in areas like China. Through our complementary areas of expertise, Liquidnet and OTR together can drive more value for our clients." Read more…
January 13, 2010 — Automated Trader
Liquidnet has announced that it has completed an investment in OTR Global
Our decision to partner with OTR is in recognition of our Members' increasing usage and reliance on primary intelligence in their investment decision-making process," said Seth Merrin, Founder and CEO of Liquidnet. "OTR is an innovator in the primary research space, and Liquidnet is excited to partner with them. OTR's network will add great value to our growing Management Access business." Read more…
January 12, 2010 — Boersen-Zeitung, German business daily
"Asset managers can use the services of such specialized market researchers to uncover information within the channel but the investment decision still lies with them. "We do not make buy or sell recommendations, but provide institutional investors with critical parts of a puzzle" Hartmut Leuschner, OTR Global Telecom Strategist… [translated from Börsen-Zeitung, 12.01.2010]
January 12, 2010
Liquidnet Announces Strategic Investment In OTR Global
Liquidnet, the global institutional marketplace™, today announced it has completed an investment in OTR Global Holdings II, Inc., the parent corporation of OTR Global LLC, a premier alternative research firm that generates unique and proprietary market intelligence for institutional investors worldwide. Read more…
December 1, 2009
OTR Global Awarded "Excellence in Research" by Investorside
for Early Detection of Fertilizer Downturn in 2008
OTR Global was awarded for "Excellence in Research" for Global Marketplace Research in Agricultural Materials from the Investorside Research Association at its annual Member's Day held in New York City on Nov. 16. OTR Global's early detection and confirmation of dropping demand in critical agricultural markets in the United States, South America and Asia, provided investors with a unique input, months ahead of industry and Street information. Read more…
Sept - Oct, 2008 — CFA Magazine
Considering the Alternatives [PDF]
Evaluating alternative research providers is a new challenge for many firms
Although performance has always been a mainstay of evaluating traditional research, it takes a backseat in the alternative arena. "The metrics with which the buy side measures value have changed," explains Stanton Green, president and CEO of OTR Global. Read more…
[Reproduced with permission from CFA Magazine]
July, 2008
OTR Global Ranked Top Independent Channel Checking Specialist
OTR Global was ranked as Top Independent Channel Checking Specialist based on an independent survey1 of 123 US-based hedge fund and mutual fund managers. The purpose of the survey, conducted by Integrity Research Associates in Q1 2008, was to obtain insights on buy side attitudes toward channel checking2 and usage of external channel checking services offered by Integrity’s database of over 1,700 research firms. Overall, findings reveal OTR is well-positioned as a premier service provider in an industry that is growing in terms of both revenue generation and global scale. Read more…
June 16, 2008
Off The Record Research Goes Global
For more than a decade of providing unique marketplace
intelligence for institutional investors, Off The Record Research has adopted a new name and
look to better reflect its growing international presence. Read more…
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