FarSight Research & Advisory (“FarSight”) provides actionable, credible, and objective data and insights to decision makers and their teams.  Our expert guidance enables faster, more informed decisions, and stronger performance for organizations as they pursue emerging industries.  To safeguard our credibility and objectivity, we have strict standards for how others may externally use our content and intellectual property.

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FarSight’s intellectual property (“IP” or “FarSight Content”) is subject to trademark and copyright protections, regardless of where and how it is referenced.  This policy (the “Citation Policy”) defines how you may use our content externally (outside of your organization).  The Citation Policy also applies to any 3rd party that writes or promotes content on your behalf, including your affiliate and partner organizations.  All decisions are at the sole discretion of FarSight, or its delegates, and are final.  For the purposes of the Citation Policy, FarSight Content includes, but is not limited to, the FarSight name, our logos, graphics, badges, images, trademarks, copyrights, and references to FarSight published Digital Products (including but not limited to all paid and free research, briefs, best practices, blogs, news, etc.) and experts (including analysts, advisors, and researchers), consultants, and leadership.

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Organizations or individuals who have a license agreement in place, have paid for a digital product download, or have a free digital product download (“Client”) may quote FarSight Content internally without approval from FarSight, as long as they comply with the FarSight Terms of Use, Privacy Policy, and Citation Policy (this page) .  All such internal materials must be clearly labeled as “For internal use only.”

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FarSight Research & Advisory reserves the right to change its policies or explanations of its policies at any time, without notice.

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Check Your Access

You must have legitimate access to the FarSight Content you want to display or quote to receive approval.  If you are a licensed Client (i.e. you paid for the download) or have legitimate access to FarSight client-only research.  Everyone has legitimate access to externally facing FarSight Content (for example, FarSight press releases).

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Approval Guidelines

• All use of FarSight’s IP and FarSight Content is subject to its review and approval.

• All external or commercial citation of FarSight’s IP and FarSight Content is prohibited without the express written permission of FarSight’s Citations team.

• These guidelines are for general informational purposes only and FarSight reserves any and all rights to FarSight’s IP and FarSight Content including but not limited to the right to deny any and all uses of the FarSight IP and FarSight Content.  FarSight further reserves the right to deny any and all external uses of Commissioned Research that is in anyway compromises FarSight’s reputation for objectivity or in any way might case direct or indirect damage to FarSight.

 

FarSight reserves the right to change these guidelines at any time without notice.

Digital Products

All of our digital products (research, briefs, and best practices) are written by FarSight Research & Advisory experts.  For all digital products, use verbatim, industry-general quotes, and properly attribute the research to FarSight.  You must include the following Objectivity Disclaimer if you promote inclusion in the report:

 

Objectivity Disclaimer

FarSight does not endorse any organization, product, brand, or service depicted in its digital products.  FarSight digital products consist of the opinions of FarSight’s research organization and should not be construed as statements of fact.  Opinions reflect our judgment at the time and are subject to change.  FarSight disclaims all warranties, expressed or implied, with respect to this digital product, including any warranties of merchantability or fitness for a particular purpose.

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You may not use:

• The research as an endorsement or a competitive weapon.

  • All claims of “validation”, “testament”, “evidence” (or other words with the same meaning) must appear as your company’s opinion and not as a FarSight endorsement.

• Any words or phrases that give the impression that you are “featured”, “highlighted”, “spotlighted” or imply any of these.

• Any text, references, or images to imply that inclusion is an award.

Look below for the type of report you want to quote.  Follow the additional guidance for each.

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Thought Leadership

• Use verbatim, industry-general quotes.

• Properly attribute the research to “FarSight Research & Advisory”.

• Only cite archived research (research older than 18 months) if you are using the research to provide a historical snapshot in time.  Otherwise, do not cite it.

• If stating inclusion in the report, include the Objectivity Disclaimer above.

 

FarSight Press Releases

• FarSight press releases are published by the FarSight Marketing team.  You may use these press releases as a source, but the press release must have been published within the past 12 months from your submission to the Citations team for approval.

• Example: If you submit a request on June 21st, 2025, the FarSight Press Release must be dated June 21st, 2024 or more recently.

 

FarSight Trademarks, Logos, and Graphics

You may only use a FarSight trademark or graphic after you’ve secured express, written permission from FarSight Citations team or its delegates.

 

Trademarks

• Use the ® symbol on the first prominent use of the word “FarSight Research & Advisory” and a ™ on the following trademarks:

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Logos

• Make all FarSight logos secondary in position to your logo, and at least 10% smaller in size.

• Include the required clear space around FarSight logos.  Don’t bundle them next to your or any other logos.

• Use the following required trademark legal lines when using these FarSight trademarks.

  • FarSight Logo: FarSight Research & Advisory is a registered trademark and service mark of Farsight Advisory LLC. and/or its affiliates in the U.S. and internationally and is used herein with permission.  All rights reserved.

• Don’t alter FarSight logos in any way.  This includes, but is not limited to, changes to font, color, size, resolution, effects, and orientation

 

You May Not Use FarSight Trademarks or Logos In:

• Email signature blocks

• Securities offerings documents

• Annual reports

 

Graphics

You may not alter any element of the graphic.  Elements that may not be changed include copy, typeface, font, proportion, orientation, color, and watermarks.

 

You May Not Use FarSight Graphics In:

• Securities offerings documents

• Annual reports

FarSight Blogs

FarSight blogs do not reflect the official position of FarSight Research & Advisory and represent an expert’s individual opinion.  For that reason, they are not an eligible source.

Eligible Material

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Academia (Student Thesis and Higher Education Curricula)

FarSight both allows and encourages students and professors to quote from published FarSight Content.  Should you wish to publish FarSight Content as part of your thesis or other materials that have not been published by FarSight, you will need to submit a citations request along with the dates you will be submitting you thesis or presenting the FarSight Content.

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Limited-Audience Documents

Limited-audience documents may not be accessed by, or distributed to, the general public.  These documents are available only to a limited audience of the Client’s own subscribers, customers, or prospects who are subject to non-disclosure agreements precluding the dissemination of FarSight Content and FarSight’s Terms of Use.  Examples include:

• Requests for Proposals (RFPs), Requests for Information (RFIs), Requests for Quotes (RFQs), Invitations for Bid (IFBs), Invitations to Bid (ITBs)

• Equity and fixed income research reports and related marketing presentations of professional investment advisors

• Confidential investment banking pitch books used to market investment/financing opportunities (but not the offering documents themselves and not for mergers and acquisitions)

• Road show presentations for securities offerings (but not the offering documents themselves) as long as you have received prior approval for the FarSight references in the related registration statement, prospectus, private placement memorandum, confidential information memorandum or other offering document

 

You do not need to submit limited-audience documents for approval as long as you follow this Citation Policy and add the below required disclaimer:

All statements in this report attributable to FarSight Research & Advisory represent [Enter Client Name's] interpretation of data, research opinion, or viewpoints published as part of a service by FarSight Research & Advisory, and have not been reviewed by FarSight Research & Advisory.  Each FarSight Research & Advisory publication speaks as of its original publication date (and not as of the date of this [presentation/report]).  The opinions expressed in FarSight Research & Advisory publications are not representations of fact and are subject to change without notice.

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Marketing Materials

Use the chart next to the citation approval request form at the bottom of this page below to quickly understand which rules apply to each type of marketing collateral.

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Ineligible material(s)

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Corporate Boilerplates

FarSight Content may not be used in your company’s corporate boilerplate.

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Litigation, Takeovers, Antitrust/Competition Filings

Note that S4s and similar documents are not listed as eligible content as we do not allow FarSight Content to be used in competition law matters, such as joint venture filings, acquisitions, or mergers.  We also do not allow FarSight Content to appear in litigation materials.

Submit your request to use FarSight Content externally (i.e. outside of your organization) here.

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For new requests, include:

• A pdf of the FarSight source or a link to the FarSight Content on farsightadvisory.com

• Your draft material highlighting how you plan to use the FarSight Content, in context with all other content

 

Submit this in an editable format so we can amend your collateral to make it comply with this Citation Policy, if necessary.  Formats accepted are Word, PowerPoint, editable pdf, and Google docs.

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Use Verbatim Quotes

You must use verbatim quotes when excerpting from any FarSight Content.  We do not permit paraphrasing as it could alter the meaning of the published content.

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Comply with 20/80 Rule for Content

If you use FarSight Content in your collateral, make sure that it constitutes no more than 20% of the total collateral content.  For example, if you use FarSight Content in a 10-slide deck, the FarSight references must not appear on more than two slides.

 

Delineate Between FarSight and FarSight’s Competitors

You may display FarSight Content alongside FarSight competitor content only if you clearly distinguish the FarSight Content from other content.  You may not compare FarSight methodologies, pricing, or other competitive aspects with those of our competitors, or create a side-by-side comparison between FarSight graphics and those of our competitors.

We do not allow promotion on websites of third-parties that compete with FarSight.

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Include Attribution

Always attribute FarSight Content (quotes, excerpts, references, trademarks, and graphics) to “FarSight Research & Advisory”, and only cite from eligible sources.

 

Make sure to:

• Identify “FarSight Research & Advisory”, “FarSight Research and Advisory”, or “FarSight Advisory LLC.” as the source.  No derivation or other versions of those names is permitted.

• Include the title of the FarSight Content and the date it was published.

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Below are examples that you may use or draw from, but as long as you include the required elements identified above, you may format them as you wish.

• FarSight Digital Products: FarSight Research & Advisory, [Title of digital product], [Author Name(s) or “FarSight Research Team”], [Publication date]

• FarSight Press Releases: FarSight Research & Advisory Press Release, [Title of FarSight press release], [Date issued].  [URL to press release on Farsightadvisory.com]

 

Describe Farsight Research & Advisory Appropriately

Describe us this way:

FarSight Research & Advisory
FarSight Research & Advisory provides actionable, credible, and objective data and insights to decision makers and their teams.  Our expert guidance enables faster, more informed decisions, and stronger performance for organizations as they pursue emerging industries.

 

No Endorsement And Criticism

You may not use FarSight Content in any manner that gives the impression of an endorsement or that criticizes another company.

 

No Company-Specific Quotes

You may not use expert-opinion quotes that are specific to a company, product, or service.

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No Informal Expert Quotes

You may not quote from comments that FarSight experts made on social media, in response to client inquiries, or other interactions.

 

No Commercialization or Monetization of Farsight Content

You may not use FarSight Content in any manner that competes with a FarSight digital product or other offering.  You also may not resell, redistribute, lease, rent, or charge for access to FarSight Content without the express written consent of FarSight.

 

Do Not Use Farsight Content In Litigation, Anti-trust, Competition Law Matters

We do not allow external use of FarSight IP in connection with 1) corporate takeovers; 2) federal, state, or international trademark application filings; 3) litigation or enforcement actions; or 4) antitrust or competition law matters (including but not limited to merger or joint venture filings).

However, to the extent you are compelled by court order or other legal obligation to produce FarSight IP, you must:

• If you already have a protective court order, identify for FarSight the documents that you believe must be produced and the justification for why you believe each document is responsive to a particular request, at least 45 days before you are required to produce the FarSight document(s);

• If you do not have a protective court order, provide FarSight at least 60 days’ advance notice to move in the appropriate court for one; and

• In the event that you produce a FarSight document, designate it “Highly Confidential — Attorneys’ Eyes Only”, or, if that designation is not available, the most protective designation of confidentiality pursuant to a protective order that has been entered by the court or regulator in the applicable litigation or enforcement action.

FarSight has strict standards that govern all use of our content.  We protect ourselves and our IP against misuse and reserve the right to take all appropriate steps to address any misuse.  FarSight may also seek additional remedies available under contract, trademark, copyright, and other applicable law.

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Our standard practice is to keep all interactions related to misuse confidential, unless we are compelled by legal obligation to disclose it.  If the misuse is especially egregious, we may post about it publicly.  We do not disclose the identities of the individuals or organizations who bring misuse to our attention.

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The FarSight Citation team investigates each reported concern and takes appropriate actions we deem necessary to address misuse.  The Citation team may also require the violating company to implement corrective actions, or may place the company on probation or a quote ban, in addition to any other actions we believe are necessary to protect Farsight’s IP.

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Corrective Actions

Corrective actions FarSight may take when misuse has occurred include, but are not limited to, requiring the offending company to:

• Issue a company-wide email to all employees reminding them of their contractual obligation to follow the FarSight Content Compliance Policy.

• Send a “correction” email to all recipients of a non-compliant email communication.

• Schedule a compliance training module for all employees.

• Take down or amend the non-compliant collateral (for example, a press release or a blog post).

 

Quote Bans and Probation

FarSight reserves the right to issue “quote bans” for misuse of our content, which require the offending company to stop quoting FarSight material for a period of up to 3 months, among other punitive measures.  FarSight may issue more than one quote ban on a company at the same time.

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For misuse that does not rise to the level that would warrant a quote ban, FarSight may impose a quote “probation” of up to six months.  IMPORTANT: Multiple probations may result in a quote ban.

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If you suspect misuse, report it at citations@farsightadvisory.com

Are there rules about quoting FarSight content inside my company?
Yes, the FarSight Usage Policy applies.

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Why doesn’t FarSight let me use a verbatim quote about my company from expert-opinion research?
Company-specific quotes may appear endorsing when used outside of their original context and in provider materials.  This could compromise FarSight’s objectivity.

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Why won’t FarSight allow me to include the FarSight logo or reference FarSight expert-opinion research in my email signature?
This rule exists to delineate your brand from the FarSight brand.  We consider everything under your closing salutation to represent your company’s branding.

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What happens if I don’t comply with the Policy?
This depends on the severity of the misuse, but FarSight reserves all rights necessary to protect our intellectual property rights.

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How do I report suspected misuse?
Please email us at citations@farsightadvisory.com.  We will investigate and take action that we feel is necessary to rectify the misuse.