Three U.S. investment research firms provide reports on the education industry for interested readers. The reports cover K12, corporate and higher education. The commentary often goes beyond investment-related advice, and addresses policy issues and, of course, business strategy.

1. Education Signals from the investment firm Signal Hill.

The firm, Signal Hill produces Education Signals. Note: Trace Urdan, a member of the Higher Education Management Group, is an analyst at Signal Hill, and is considered one of the most respected people in the field.

See this industry update from Signal Hill from earlier in 2009.

Registration for the reports are available here.

2. RW Baird publishes Class Notes.

You can find the most recent (November) issue here.

3. First Analysis is a Chicago-based investment firm.

Michelle Moreno CFA, a member of the Higher Education Management Group, is a Senior Vice-President with First Analysis.

Corey Greendale provides public equity coverage.

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