Quant Research Group
Quantitative Research Group is an independent investment research firm that develops proprietary quantitative factor models and earnings prediction algorithms, licensing this intellectual property as alpha and turnkey portfolio strategies to institutional asset managers, FinTechs, TAMPs, and RIAs in U.S. and international markets.
- Company typePrivate
- Founded2001
- HeadquartersTarrytown, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Quant Research Group does
Quantitative Research Group (QRG) is an independent investment research and asset management firm founded in 2001 in New York. The firm develops proprietary quantitative factor models, earnings prediction systems, and stock selection algorithms, and licenses this intellectual property to institutional asset managers, FinTechs, Turnkey Asset Manager Platforms (TAMPs), Registered Investment Advisors (RIAs), and other investment professionals in U.S. and international markets. Core products include Long/Short strategies, US and International Equity strategy products, Alpha Licensing / Turnkey Portfolio IP, and Purpose Driven Alpha for sustainable/ESG investing, supported by research services such as Smart Earnings Forecast (SEF), Estimate Specific Information Score (ESIS), Dividend Yield and Dividend Growth strategies, Company Guidance research, and SmallCap/LargeCap/Custom Trade Ideas.
QRG's core technology is built on detailed individual-analyst forecast data sourced from Thomson/IBES and FirstCall databases covering more than 3,000 securities. Proprietary models include ESIS, an estimate revision model that captures analyst departure from consensus; SEF, a predictive earnings model designed to outperform consensus estimates; a multi-dimensional earnings surprise formulation that has demonstrated approximately five times the return of the standard Wall Street earnings surprise approach (5.16% vs 1.13% relative to S&P 500); and Purpose Driven Alpha, an extension of the alpha engine into ESG. The firm documents specific backtested outcomes, including approximately 900% cumulative excess return for ESIS over a ten-year period starting January 1993 and approximately 17% combined returns from Dividend Yield, Dividend Growth, and LargeCap signals.
The business model is built on direct sales and alpha licensing, with contact-based pricing, bespoke and turnkey portfolio product options, and multi-year contract cadences. Revenue mechanics center on licensing intellectual property rather than asset-under-management fees. Distribution occurs through direct enterprise licensing and an ecosystem of technology and data partners — Thomson Reuters (core, as the source of IBES data), Capital IQ, Factset, Interactive Data, ConvergEx Group, and Ai. QRG operates with 11-50 employees from offices in Croton On Hudson, NY and Dallas, TX, under a leadership team of founder Jean W. Thomas and four principals whose prior experience spans Drexel Burnham Lambert, Franklin Templeton, Bloomberg, Bridge Information Systems, and Automatic Data Processing.
Quant Research Group firmographics
Firmographics- Name
- Quant Research Group
- Legal name
- Quantitative Research Group
- Website
- https://quantresearchgroup.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Quantitative Research Group is an independent investment research firm that develops proprietary quantitative factor models and earnings prediction algorithms, licensing this intellectual property as alpha and turnkey portfolio strategies to institutional asset managers, FinTechs, TAMPs, and RIAs in U.S. and international markets.
- Ownership category
- akta.pro rank
Quant Research Group industry classification
Industry- Product category
- Quantitative Investment Research
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sector-Specific Industry Research (FSACAGAL)
Keywords
Where Quant Research Group is headquartered
LocationHeadquarters
- HQ city
- Tarrytown
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Quant Research Group business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Alpha Licensing / IP Licensing: Licensing of intellectual property including turnkey portfolio signals and Purpose Driven Alpha products. Provides clients with LargeCap, SmallCap, Long/Short, and other strategies for immediate implementation. Offers bespoke and turnkey portfolio products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Turnkey Portfolio Intellectual Properties Licensing Options |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Quant Research Group product offering
Product offeringCore offering
Quantitative Research Group licenses proprietary intellectual property for stock selection and turnkey portfolio strategies to institutional asset managers, FinTechs, TAMPs, and RIAs. Its products span LargeCap, SmallCap, Long/Short, US and International equity strategies, the Purpose Driven Alpha sustainable investing engine, and supporting research models such as Smart Earnings Forecast (SEF), Estimate Specific Information Score (ESIS), Dividend Yield/Growth strategies, and Company Guidance research. Revenue is generated primarily through alpha licensing and bespoke turnkey portfolio contracts.
Product overview
Quantitative Research Group offers a comprehensive suite of quantitative investment research and asset management products centered on alpha generation through proprietary earnings prediction models and factor-based stock selection. The core offerings include Long/Short investment strategies, turnkey portfolio intellectual property licensing (LargeCap, SmallCap, Long/Short), and Purpose Driven Alpha for sustainable investing. The product line includes research services such as Smart Earnings Forecast (SEF), Estimate Specific Information Score (ESIS), Dividend Yield & Dividend Growth strategies, and Company Guidance research. US and International Equity strategy products are delivered as turnkey solutions to institutional managers, FinTechs, TAMPs, RIAs, and investment platforms, with the intellectual properties available for licensing to accelerate and enhance clients' investment strategy capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- Alpha Licensing / Turnkey Portfolio Intellectual Property Licensing Licensing of QRG's proprietary intellectual properties including LargeCap, SmallCap, Long/Short, and other quantitative strategies for institutional asset managers, FinTechs, and TAMPs seeking cost-effective portfolio solutions with proven track records. Includes bespoke and turnkey portfolio product options with immediate implementation.
- Long/Short Strategies
- Purpose Driven Alpha (PDA)
- Smart Earnings Forecast (SEF)
- Estimate Specific Information Score (ESIS)
- Dividend Yield and Dividend Growth Strategies
- SmallCap, LargeCap, and Custom Trade Ideas
- US Equity Strategy Products
- International Equity Strategy Products
- Company Guidance Research
Quantifiable outcome
- ESIS posted approximately 900 percent cumulative excess return for the ten-year period starting January 1993, significantly outpacing revision (330 percent) and forecasted surprise (240 percent).
- +3 more outcomes
Companies that use Quant Research Group
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Quant Research Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature4 records
Quant Research Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Thomson ReuterscorePrimary data provider for QRG's quantitative models including IBES earnings data. Thomson Financial (now Thomson Reuters) provides detail analyst forecast data used in ESIS and SEF models.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Quant Research Group competitors and assessment
Company assessmentBroad incumbents
- AQR Capital Management: AQR is a much larger systematic manager running factor-based equity strategies (value, momentum, quality, etc.) with deep institutional penetration. While it operates primarily through AUM-based products, its factor-research IP and academic underpinnings overlap materially with QRG's quant-factor signal library.
- Two Sigma: Two Sigma is a large, well-capitalized quantitative investment manager applying proprietary models across global equities, with an active factor-research and signal-licensing footprint. It competes for the same institutional alpha buyer as QRG but at substantially greater scale and broader product scope.
- D.E. Shaw: D.E. Shaw runs systematic global equity strategies built on quantitative fundamentals and proprietary data, offering institutional investors quantitatively driven long and long/short products. It targets the same institutional client base as QRG via much larger product breadth and capital scale.
- MSCI ESG and Factor Research: MSCI provides factor index IP (Enhanced Value, Momentum, Quality, etc.) and ESG research licenses to institutional asset managers globally. Like QRG's Purpose Driven Alpha and factor strategies, MSCI monetizes proprietary quantitative research via licensing relationships with asset managers and platforms.
- Bloomberg Intelligence: Bloomberg Intelligence is a broad research and analytics offering sold to institutional investors as part of the Bloomberg Terminal stack; it provides proprietary sector, factor, and quantitative research that overlaps with QRG's content-driven alpha research, but is bundled into a larger enterprise platform.
Direct peers
- WorldQuant: WorldQuant operates a directly comparable alpha-licensing/IP business, building and licensing quantitative stock-selection signals to institutional clients, FinTechs, and platforms using proprietary factor research. Both firms monetize factor IP via licensing rather than (primarily) AUM, serving overlapping buyer personas.
- Research Affiliates: Research Affiliates is a closely analogous firm, developing and licensing fundamental factor research (including the RAFI smart-beta indices) to institutional asset managers worldwide. Like QRG, it monetizes proprietary factor IP through licensing arrangements rather than purely AUM-based fees.
- Axioma (Qontigo, part of STOXX/Deutsche Börse): Axioma/Qontigo develops factor-based equity risk models, portfolio construction analytics, and fundamental factor research sold to institutional asset managers. Its factor-research IP and licensable quantitative models are directly analogous to QRG's SEF/ESIS/PDA product line.
Others
- FactSet: FactSet is a data/analytics platform serving institutional investors and is referenced as one of QRG's Partners-page collaborators. It is a complementary infrastructure provider for downstream quant IP vendors like QRG and an indirect comp for premium research/analytics subscriptions at asset managers.
Emerging players
- AlphaSense: AlphaSense is an institutional financial-research search and AI-driven analytics platform that licenses premium broker research and quantitative content to buy-side investors and corporate strategics. While a content/experience layer rather than factor vendor, it competes for the same RIA and asset-manager research budget.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key highlights7 records
Customer concentration
Quant Research Group social profiles
Digital presenceQuant Research Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quant Research Group leadership team
Management profileNumber of profiles
Profiles5 records
Quant Research Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quant Research Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quant Research Group
What does Quant Research Group do?
Quantitative Research Group licenses proprietary intellectual property for stock selection and turnkey portfolio strategies to institutional asset managers, FinTechs, TAMPs, and RIAs. Its products span LargeCap, SmallCap, Long/Short, US and International equity strategies, the Purpose Driven Alpha sustainable investing engine, and supporting research models such as Smart Earnings Forecast (SEF), Estimate Specific Information Score (ESIS), Dividend Yield/Growth strategies, and Company Guidance research. Revenue is generated primarily through alpha licensing and bespoke turnkey portfolio contracts.
Is Quant Research Group a public or private company?
Quant Research Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Quant Research Group founded?
Quant Research Group was founded in 2001. It employs 11 to 50 people.
Where is Quant Research Group based?
Quant Research Group is headquartered in Tarrytown, United States, in the North America region.
How does Quant Research Group make money?
One revenue line is on record: alpha Licensing / IP Licensing.
Who are Quant Research Group's main competitors?
Broad incumbents on record are AQR Capital Management, Two Sigma, D.E. Shaw, MSCI ESG and Factor Research and Bloomberg Intelligence. Direct peers are WorldQuant, Research Affiliates and Axioma (Qontigo, part of STOXX/Deutsche Börse). FactSet is listed as an others. AlphaSense is listed as an emerging player.
Does Quant Research Group have an API?
No public API is recorded for Quant Research Group.
What industry is Quant Research Group in?
Quant Research Group's product category is Quantitative Investment Research. Its primary akta.pro industry code is FSACAGAL, Sector-Specific Industry Research. Its NAICS code is 523940 and its SIC code is 6282.