Wharton Partners
Wharton Partners is a small research company founded in 1996, specializing in software engineering, financial and investment research, and corporate finance. The firm is known for its early predictions regarding the Global Debt Crisis and has developed strategies for various sectors to navigate financial challenges.
Company History
Wharton Partners was founded in 1996 by a group of Wharton Alumni, including an ex-colleague of Fisher Black from Goldman Sachs Fixed Income Research department. The company has been active in the research industry since its inception, focusing on financial and investment research, financial engineering, corporate finance, and investment research. The firm gained recognition for its insights into economic trends and crises, particularly through its seminal research report in 1998 that predicted the Global Debt Crisis.
Specializations
Wharton Partners specializes in several key areas, including software engineering, financial and investment research, financial engineering, corporate finance, and investment research. The firm has developed strategies for various stakeholders, including governments, investors, and financial institutions, to navigate financial crises. Its expertise encompasses identifying principal refinance assumptions that underpin economic and financial theories.
Research Contributions
In spring 1998, Wharton Partners published a cover story in the Pakistan and Gulf Economist titled 'Why Global Economic Liberalization spells trouble for borrowers.' The firm also predicted and described the impending global debt crisis, emphasizing the effects of globalization on borrowers with limited refinancing options. This research highlighted the nature and future of the crisis in Pakistan, showcasing the firm's analytical capabilities in understanding complex economic dynamics.
Industry Classification
Wharton Partners operates within the research industry, classified specifically as a partnership. The company is recognized as a very small business, with a team size of only two members. This structure allows for a focused approach to research and analysis, enabling the firm to deliver specialized insights in its areas of expertise.
Membership and Affiliations
Wharton Partners is a member of The Ivy Company, which connects it with a network of professionals and organizations in the finance and research sectors. This affiliation enhances the firm's credibility and provides access to a broader range of resources and expertise, further supporting its mission in financial and investment research.