How we protect your research process
For buy-side and sell-side teams, the value of an expert call is only as good as the process around it. Every expert we introduce completes our compliance checks and agrees to clear terms before speaking with you:
- No sharing of material non-public information about any listed company
- No disclosure of confidential information from current or former employers
- Declaration of current roles, recent roles and any relevant restrictions
- Exclusion of employees of listed companies being researched where your policy requires it
We can also apply your firm's own restricted lists, require chaperoned calls or limit topics, in line with your internal policies.
The experts analysts actually need
Good investment insight often comes from people one step removed from the headline company. A buyer at a mid-sized customer, a distributor in a regional market or a former engineer at a supplier can explain demand patterns and competitive pressure without straying into inside information.
Our recruiters work locally across Europe, which helps when you need views from markets where the usual sources are thin. We describe each expert's background in enough detail for you to judge relevance and compliance risk before you agree to a call, and we are happy to reject profiles that feel too close to the issuer.
Calls, surveys and recurring panels
Some teams need a single call before an earnings season. Others prefer a steady flow of input on a sector they cover year round. We support both.
Alongside 1:1 calls, we can run short B2B surveys among buyers or channel partners to track sentiment over time, and set up advisory panels of vetted practitioners for regular check-ins. Survey questions are reviewed against the same compliance rules as calls. If you would like to see how our checks map onto your own policy, we are glad to walk your compliance team through them.