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.

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
  • 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 – & 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
  • Daily/Weekly market updates
  • Portfolio company and competitor 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