About Us
Data is now a commodity. Insight is the outlier. We provide independent macro and equity research for wealth managers and institutional investors who value signal over noise.
Our Mission
Playbook Market Research delivers institutional-quality research to professional investors. We exist to give allocators and advisors a sharper view of the macro landscape and the companies that operate within it — without the conflicts that dominate mainstream sell-side research.
Our Approach
Markets are complex, but good research does not have to be. We start with the macro picture, test it against company-level fundamentals, and translate the result into views you can act on. Every piece we publish is written to be useful before it is impressive.
Who We Serve
Our clients include independent wealth managers, family offices, RIAs, and institutional allocators across North America. We work best with teams that value independent thinking and want a research partner rather than a content feed.
Founder
Adnan Brkic, CFA
Founder
Adnan is a CFA charterholder with more than 15 years of capital markets experience spanning investment consulting, portfolio management, and wealth advisory at leading Canadian financial institutions. He founded Playbook Market Research to build the kind of independent, institutional-grade research desk he wished was available to wealth managers and allocators outside the largest firms, and leads the firm's macro and equity work alongside its portfolio consulting engagements.
Independent
No banking relationships. No corporate access deals. Our only client is the investor reading our work.
Institutional
The depth and discipline of a buy-side research desk, packaged for decision-makers who do not have one in-house.
Partner-Led
Every engagement is led by a CFA. You talk to the analyst who writes the research, not a sales team.