Investment Strategy Report For Institutional Investors - This flagship report recommends stock market sectors to pursue and avoid, and suggests the appropriate degree of equity exposure for large institutional portfolios. Its extensive graphic section shows pertinent economic, monetary, industry, interest rate and stock market data series. Each report contains different sets of indices we believe will be the crucial variables for the securities markets as well as updated figures for our propriety stock averages. Professional investors receive a thorough and perceptive examination of the economy, capital markets, politics, investor psychology and technical considerations.

-To view a sample of our Investment Strategy Report  click here.

Safian Investment Research Composite Forecasting Index (CFI) - Developed in 1984, this index forecasts the changes and magnitude of business trends. Since stock prices are a leading economic indicator and our mandate is to forecast them, our work over the years has dealt with the development, use and analysis of various individual business series that anticipate economic activity. We publish monthly updates and analysis of the movement of the Composite Forecasting Index, its various components and related series.

-To view a sample of our Composite Forecasting Index  click here.

Valuation and Corporate Profits Report - This insightful quarterly report discusses economic profits and the earnings of our Cyclical, Traditional Growth, Capital Goods and Consumer Related Averages. Economic factors which determine profitability and the profit trends within sectors of the economy as well as proprietary measures of valuation for segments of the stock market are presented.

-To view a sample of our Valuation and Corporate Profits Report click here.

The Safian Market Benchmark -The Safian Market Benchmark was created to provide a broadly based measure of performance for the stock market. Utilizing our proprietary sector averages as its key components, the measure limits the distortions evident in the popular indexes by basing sector weights on the economy. In this way the Benchmark provides the best representation of returns earned by well diversified, prudently managed, equity portfolios.

-To view an explanation of our SMB  click here

-To view an sample of our SMB charts  click here

-To view a sample of our quarterly SMB  click here

Annual Historical Dual Market Principle - This annual study presents relative performance, price, breadth, yield, earnings, valuation, and other series for our four sector averages: Cyclical, Capital Goods, Traditional Growth, and Consumer Related. Explanations of our investment principles and components of our Averages, among other factors, are contained in this study.

-To view a sample of our Annual Historical Perspective Report  click here

Political Notes -Kenneth Safian has consulted with government officials in Washington for more than 30 years, and from time to time offers insights on matters that have investment significance.

Special Analyses -When investment conditions are unique, Safian Investment Research may send a timely report to our clients that explores a political development, a specific economic or stock market indicator, an item of recent investor interest, or some other special insight.

Suggested Equity Portfolio For Large Institutional Accounts -This hypothetical, actively managed portfolio is designed to implement the analysis detailed in our strategy reports. Individual stock selection by sector is presented. Performance has been monitored since 1973. This portfolio is sent only to our institutional clients.

*Investment management clients are welcome to receive our published studies to provide them with a continuing update of our investment policy.*

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