Renaissance Macro Research (RenMac) is a specialized macroeconomic research firm founded in March 2011 by Jeff deGraaf, Steve Hash, and three partners, headquartered in New York City. The company focuses exclusively on providing institutional buy-side clients with high-quality, differentiated macro and fundamental research that is not typically available from traditional investment houses or boutiques[1][2]. RenMac’s research spans macro strategy, investment strategy, economics, Washington policy, and sector-specific equity analysis including metals & mining, financials, fintech, consumer products, and commodities[1][2].
The firm was established by industry veterans who left large bulge-bracket firms to build a world-class proprietary database extending back to the 1920s, enabling deep quantitative and strategic insights. Founder Jeff deGraaf is a notable figure in macro research, recognized for over two decades of influential work on Wall Street, having held senior roles at Merrill Lynch, Lehman Brothers, and ISI before founding RenMac. He is a CFA and CMT charterholder and a member of several professional organizations, frequently cited in major financial media[3].
RenMac distinguishes itself through its commitment to unbiased, original analysis and unique macro perspectives, assisting clients in navigating complex economic and policy environments. Its proprietary data services deliver bespoke data feeds integrated into clients’ investment processes, enhancing price-based equity analysis for US and global benchmarks[2]. The firm's policy analysis team, led by Steve Pavlick, provides critical insights into political, legislative, and regulatory risks affecting investment decisions[2].
RenMac operates Renaissance Macro Securities, LLC, a registered broker/dealer and FINRA member, reflecting its broader engagement in financial markets[1][5]. The company’s relatively small size (fewer than 25 employees) belies its impact, as it remains a trusted resource for institutional investors seeking rigorous macroeconomic research. Its integration of advanced AI tools like AlphaSense streamlines research workflows, helping analysts identify macro theme