Why Use ERS’s Proprietary Data Science Technology & Consultants

Click the links to see the source material for each reason to use ERS’s proprietary data science.

1. Duty: Fulfill your fiduciary duty to actively monitor and independently measure risks.
   1. The SEC requires RIAs to perform ongoing risk monitoring
      • Quote: [The SEC has] “taken enforcement action where an investment adviser
        did not independently or reasonably investigate securities before recommending them to clients.”
   2. See “Memo from ERS on the Fiduciary Duty to Monitor Client Assets”
2. Duty: Reduce, avoid and prevent significant losses.
   1. ERS’s 2021 and 2022 FRR™ studies on preventing losses (page 2)
      
   2. ERS’s report “400 Stocks That Recently Crashed” from April 2024
   3. Stocks with ERS’s worst FRR™ ratings declined
      far more significantly in 2000 & 2007 than the S&P 500 (pages 2-3)
      
3. Profit: Identify stocks with an exceptionally high probability of increasing.
   1. ERS’s 2021 and 2022 FRR™ studies on increasing alpha (page 3)
      
   2. Stocks with ERS’s best ERI™ ratings fell
      less in 2000 & 2007 than the S&P 500 (pages 4-5)
      
4. Grow: Provide clients with additional highly differentiated portfolios/offerings.
   1. ERS’s 7 stock selection models: 7 different portfolios RIAs could JV with ERS
5. Grow: Prospect CEOs of public companies.
   1. ERS’s reports on Fossil Group (FOSL) and Baxter International (BAX)
      would have been very valuable to insiders
6. Grow: Prospect any institutional accounts with reports on their current holdings.
   1. Use ERS’s Portfolio Analyzer™ to easily review any institution’s holdings
      
7. Feel an increase in confidence, pride and clarity…KNOWING YOU WILL MEET YOUR GOALS!

We are using AI in our business, but not yet in our ratings.
We are prepared to discuss how you can begin using AI in your business.
Please call us to arrange a meeting at your convenience.