Equity Research Services
Our highly qualified and experienced equity research analysts work as an extension of the teams of global investment managers and research analysts. We support equity research firms in finding new investment opportunities, expanding coverage, and staying abreast of industry, regulatory and technology trends, and evolving company performance. Our equity research teams of fundamental research and data experts provide customised equity research services by combining alternative data, ESG and technology expertise (e.g., our BEAT suite of tools) to provide differentiated research insights across sectors. We employ one of the largest pools of research analysts with higher professional degrees in finance (such as CFA and CPA), well supported by our Training and Knowledge Management team through a CFA Institute-accredited equity research training programme.
Equity Research Services & Support We Offer
Equity Research Services
Idea Generation and Validation
Coverage Initiation and Maintenance
News Alerts and Monitoring
Background Research
Thematic and Sector Research
Dailies and weeklies – sector and macro
Monitoring and Synthesizing Broker Research
Marketing Support
Specialised Research – Corporate governance and ESG analysis
Channel checks and Primary Market research surveys
Automation and workflow management platforms
Proprietary engagement management solution
Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algori
How we are different
Research pedigree
Nearshore capabilities
Automation philosophy
Multi-language capabilities
Scalability
Stronger levels of service quality
What we have done
Equity Research for a Europe Based Investment Bank
What we are proud of
$15-18 M
annualized cost savings
15%
technology-driven efficiencies
Equity Research Support for a Europe Based Asset Manager
What we are proud of
1,200
models standardized and 650 results updated every quarter
~75
industry reviews and 9 additional due diligence reports
Research Production for a European-based Investment Bank
What we are proud of
>50%
savings in staffing costs
25%
increase in outreach
Meet our experts
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