Our Firm
Yardeni Research, Inc. is a sell-side consulting firm providing a
wide range of global investment strategy and asset allocation analysis
and recommendations. Our work is firmly grounded in our in-depth
research on the global economy. Many of our clients rely on us to be
their primary outsource for financial and economic research. They
use our insights in developing their own global investment and business
strategies. Our clients include institutional portfolio managers, industry
and credit analysts, managers of financial institutions, CEOs and CFOs,
corporate business strategists, corporate treasurers, and government
policymakers. They work for some of the world’s leading asset management
companies, mutual funds, trust companies, insurance companies, hedge
funds, banks, and industrial corporations.
Our Services
We provide an all-in-one package of consulting services. In other words,
our “premium” service is the only one we offer. We strive to provide a
unique, customized, personalized, and valuable consulting service to our
accounts. In effect, Yardeni Research is a knowledge-based “concierge”
service designed for a limited and exclusive clientele.
As our client, you can expect the following:
-
Dr. Ed’s Morning Briefing. Our daily analysis of the
latest economic and investment issues delivered by email
promptly at the start of the business day, with a weekly
compilation each Friday morning. The commentary provides
objective, fact-based analysis of unfolding economic,
political, and investment-related developments and draws
conclusions about their short- and long-term ramifications
for investment and business strategies. The focus is on
actionable insights that decision-makers can put to use daily
and for long-term planning purposes as well.
-
Dialogue with Dr. Ed. Our daily morning commentary is
designed to stimulate a constant dialogue with you. We welcome
questions and comments by email or phone. Dr. Ed is
frequently “on the road,” meeting with accounts in major cities
on a regular basis. His visits—as well as conference calls—are
included in our service. The views of institutional investors
and business leaders who participate in the ongoing dialogue
are often discussed in the Morning Briefing, informing and
enhancing the analysis.
-
Exclusive Online Information Library. Our passcode-protected
website provides you with access to a rich library of research
reports, such as our Topical Studies and Strategist’s and Analyst’s
Handbooks, as well as a vast bank of user-friendly information
tools, such as chart books on key economic and financial
indicators featuring useful data comparisons and proprietary
data indexes.
-
Personalized Tools and Resources. The website includes a
MyYardeni page. We maintain customized charts and presentation
materials for you, at your request, on your own passcode-protected
page.
-
Top-Notch Outsource for Research. You can rely on us for
the most thorough analysis of the economic and financial issues
that matter most to you. Our consulting service provides you
with direct access to Dr. Ed and our staff on a 24/7 basis.
Please contact us to discuss your individual professional needs.
Our Team
Our firm was founded in January 2007 by Dr. Edward Yardeni, the
President and Chief Investment Strategist of Yardeni Research.
Our team includes Debbie Johnson, the firm’s Chief Economist, and
Joe Abbott, Chief Quantitative Strategist.
Brief career summaries of our key people:
Ed Yardeni, President and Chief Investment Strategist.
In his daily Morning Briefings and frequent Topical Studies,
Dr. Ed explores trends in the economy and financial markets
that are vital to a broad spectrum of investment
decision-makers. He was on Wall Street for 25 years as the
Chief Economist of EF Hutton, Prudential Securities, and CJ
Lawrence. He was also the Chief Investment Strategist of
Deutsche Bank Securities. Regarded as one of the leading
independent investment strategists in the business, Dr.
Yardeni appears frequently on CNBC and is widely quoted in
the financial press. He worked at the Federal Reserve in
Washington, DC and in New York City, as well as the US
Treasury. He holds a B.A. from Cornell and a PhD from Yale,
where he studied under Nobel Laureate James Tobin.
Debbie Johnson, Chief Economist. Debbie’s insights on the
latest US and global economic statistics are widely respected and
followed closely by our accounts. She thoroughly analyzes them in
numerous daily Economic Alerts, which are summarized in
our Morning Briefing and posted in full on our website. She has
been working with Dr. Ed for 30 years, starting at EF Hutton in
1979. Together, they have created several original indicators for
tracking the economy and financial markets.
Joe Abbott, Chief Quantitative Strategist. Joe writes our
Strategy Alerts, which are also summarized in our Morning
Briefings and posted in full on our website. He provides an in-depth
and user-friendly approach to key variables that drive stock markets
around the world. He was a top analyst of corporate earnings for
Thomson Financial before he was hired by Dr. Ed at Deutsche Bank
Securities in 2000. Together, they developed a widely followed
quantitative system for tracking and analyzing consensus analysts’
earnings estimates for the S&P 500 and its 10 sectors and 100+ industries.
Amalia Quintana, Senior Economist. Mali develops and maintains
our numerous handbooks and chart books. She also works directly with
our accounts, serving their individual data and chart needs. She
started working with Dr. Ed at EF Hutton in 1980.
Valerie deLaRue, Director of Institutional Sales. Valerie is
in charge of both Marketing and Sales. She started her career on Wall
Street in Institutional Sales covering accounts in Switzerland, first
for CJ Lawrence and then for Bear Stearns. She has been with Yardeni
Research since 2007.
Mary Fanslau, Manager of Client Services. Since the inception
of Yardeni Research, Mary has been administering our Client
Services. She has been Dr. Ed’s Executive Assistant since the late
1980s, adding the role of Webmaster during the mid-1990s.
Jim Marsten, Manager of IT Systems. Jim has been developing IT
systems to support the team’s research since the late 1970s. Together
with Dr. Ed, he designed our proprietary charting and publication systems.
Contact Information:
Yardeni Research, Inc.
yardeni_requests@yardeni.com
Valerie deLaRue, Director of Institutional Sales, 516-277-2432
Mary Fanslau, Manager of Client Services, 480-664-1333
US Sales Agent: Maura O’Brien, 617-680-5921
European & UK Sales Agent: G&G Global Partners, Inc. (Ron Gerson, President) 310-229-5707