Identify investment themes, control research cost, and increase α
We work with senior analysts and portfolio managers at buy-side firms by providing research support related to investment screening & portfolio creation, and portfolio tracking & modeling. Further, our sector, thematic & economic research solutions help investors identify emerging investment themes and attractive equities on a continuous basis. By engaging with us, buy-side firms are able to strengthen their in-house function, focus the attention of their senior analysts on α generation, and control their cost of research period.
Solutions to Increase α, Reduce Information Overload, and Control Research Costs
Portfolio Creation
- Idea generation and validation
- Industry analysis
- Stock valuation
- Company investment & analysis reports
- Comparable analysis
- Tear sheets and company profiles
Portfolio Monitoring
- Portfolio monitoring
- Earnings quality assessment
- Variance analysis
- Consensus estimate aggregation
- Trading comparables
- Street opinion
- Stock screens and trackers
- ESG/ Sustainability assessment and analysis
Financial Modeling
- Stock valuation
- Benchmarking
- Back-testing
- Sensitivity/ scenario analysis
- Pre-IPO valuation
- Update/maintain existing models
- Relative valuation
Sector, Thematic & Economic Research Solutions to Identify Emerging Investment Themes
Sector Research
- Industry analysis
- Sector valuation
- Supply-demand analysis
- Policy analysis
- Competitive landscape analysis
- Periodic sector updates
Thematic Research
- Identifying emerging investment themes
- Technology impact analysis
- Reports on macro themes
- Stock impact analysis
- Top-down/ bottom-up analysis
- White papers and presentations
Economic Research
- Identification & analysis of global and regional economic themes
- Analysis of regulations and economic reforms
- Monetary policy updates and analysis
- Currency and commodity market analysis
- Impact analysis
- Economic chart books and databases – creation & maintenance
Solutions to Monitor Industry Trends and Increase Face-time with Investors
Market Intelligence
- Periodic newsletters tracking sectors, capital markets and economies
- Economic indicator watch
- Portfolio company and competitor updates
- Daily/Weekly market updates
- Deal summaries
- IPO summaries
Business Development
- Reports for HNW clients
- Pitchbooks
- Client presentations
- Fund factsheets
- Due diligence questionnaires
- Consultant database updates
- RFP/RFI completion
