Barclays Launches Point® Quantitative Equity Scores across Global Equity
A consistent methodology applied to more than 2,500 stocks across fundamental
NEW YORK -- November 26, 2012
Barclays today announced the launch of POINT^® Quantitative Equity Scores
(“POINT Scores”) across the firm’s global fundamental Equity Research product
offering. POINT Scores offer clients additional metrics to inform their
investment decisions, beyond the traditional fundamental analysts’ ratings and
price targets. They will be available for each company under coverage.
The model was developed using POINT, Barclays portfolio analytics platform
that offers advanced multi-asset portfolio construction, and risk and
performance analysis. POINT Scores, which are based on a consistent model
across all regions and sectors, will be updated on a monthly basis and will be
available for clients in individual company research reports and in a monthly
“In this challenging market environment, investors are looking for new and
improved ways to value companies,” said Stu Linde, Head of Equity Research.
“We are now able to provide our clients not only with the fundamental views of
our analysts, but also with a unique quantitative framework for evaluating
stocks. This additional perspective will improve our clients’ ability to
navigate the market.”
The model that is used to develop POINT Scores is independent of the firm’s
fundamental research analysts’ ratings and forecasts. POINT Scores are
assigned based on three common investment themes:
*Value – indicates an attractive or unattractive valuation
*Quality – characterizes financial statement strength or weakness
*Sentiment – suggests bullish or bearish market sentiment
Each theme is derived from a composite of well-accepted variables. The POINT
Scores model assigns a score of 1 to 5 for each theme, where 1 is the lowest
or least attractive and 5 is the highest or most attractive.
Barclays Equity Research teams cover more than 2,500 companies globally. The
award winning POINT platform is consistently recognized as the leading
portfolio analytics tool, with clients using the platform to manage thousands
of multi-asset class portfolios daily.
Barclays moves, lends, invests and protects money for customers and clients
worldwide. With over 300 years of history and expertise in banking, we operate
in over 50 countries and employ over 140,000 people. We provide large
corporate, government and institutional clients with a full spectrum of
solutions to their strategic advisory, financing and risk management needs.
Our clients also benefit from access to the breadth of expertise across
Barclays. We’re one of the largest financial services providers in the world,
and are also engaged in retail banking, credit cards, corporate banking, and
wealth and investment management. Barclays offers premier investment banking
products and services to its clients through Barclays Bank PLC.
For more information, visit www.barclays.com.
Erica Chase, +1-212-412-6830
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