Headquartered in Phoenix, Arizona, Sabrient Systems is an independent investment research firm offering both quantitative and qualitative research.
We use a fundamentals-based, quantitative approach to build powerful investment strategies for the creation of stock indices (tracked by ETFs), unit investment trusts (UITs), and other types of investable products for portfolio managers and fund sponsors.
These strategies are also used to create rankings and ratings on more than 5,000 equities, resulting in investor products for retail customers of brokerage firms, professional advisors, and private wealth managers.
In 2011, Sabrient acquired the business unit of Gradient Analytics that was responsible for all analyst-driven reports and services. Gradient is a leading independent equity research firm with expertise in financial analysis, and forensic accounting.
In 2013 we began creating strategies for Unit Investment Trusts (UITs) which are marketed by First Trust Portfolios, LLC.
Also in 2013, we introduced the Sabrient/Gradient Earnings Quality Rank (EQR), our first product to combine Sabrient's quantitative power with the expertise of our subsidiary Gradient Analytics, an independent provider of earnings quality and forensic accounting research. EQR is now used as an alpha factor in most of Sabrient strategies and rankings. (Note: EQRv2 is the next generation of the model, and it is being finalized in 2020.)
In 2019 we introduced the Sabrient Growth Quality Rank (GQR), which measures the consistency and reliability of a company’s earnings history and the likelihood that it will achieve its earnings estimates.
Sabrient has 21 employees located in Phoenix; Santa Barbara, California; Austin and El Paso, Texas; and Durango, Colorado.