Stock Brokerage and Trading Firms

Brokerages and trading firms partner with Acuity Knowledge Partners to reduce cost per research output, increase operational flexibility, and improve productivity. We help to increase senior analysts’ bandwidth. By having Acuity Knowledge Partners take on 30 – 75% of their coverage initiation and maintenance-related process, in-house teams are able to spend more time with clients, generate additional new ideas, and expand coverage at a faster pace than their competitors

Brokerage and Trading Firms – Support We Offer

Structured Finance Services
Acuity Knowledge Partners works with specialised structured finance companies and securitisation desks at leading investment banks and institutional investors globally, supporting their key business functions such as asset finance, structuring, portfolio management, research, trading, risk analytics and reporting. Our analysts work as a natural extension of client teams, providing support on critical tasks such as the following:
- Loan tape cracking
- Bespoke cash flow/credit modelling
- Sourcing, organising and mining market data, and tracking custom metrics
- Sell-side/buy-side research and publication
- Valuation, stress testing and scenario analysis
- Custom database/technology and automation solutions
We take pride in our analyst pool with their multi-asset-class experience across functions in the securitisation space. Our deep domain understanding and tool-agnostic approach, coupled with in-house custom technology offerings, enable us to provide highly relevant, efficient and scalable solutions that seamlessly integrate with existing client systems and processes.

Derivatives Modeling

Data Science
Global technology megatrends, regulatory developments, the competitive landscape and the rise of alternative data have been driving a paradigm shift in the capital markets ecosystem. Demand to find new avenues of alpha creation powered by data science techniques is at unprecedented levels. Acuity has been providing highly bespoke quantitative and technology-powered solutions to our buy-side and sell-side clients since 2005. To address growing demand in recent years, we launched a dedicated data science practice early in 2019 to provide unique and contextual insights based on artificial intelligence (AI) and machine learning (ML).

All sectors covered

Brokerage and Trading Firms – Support We Offer

All sectors covered

How we are different

Pioneer in capital markets, with two-decade record supporting global teams on equity, credit, ESG and macro/quants research; data science and research publishing

Delivery centres in Bangalore, Gurgaon, Colombo, Beijing and San José, providing multi-language, near-shore and offshore support amid heightened competition for talent

Internal network of sector experts and trainings, CFA-accredited training programmes and continued education programmes, which ensure highly trained and effective analysts support multiple asset classes and functions of stock brokerage and trading firms

Strong experience partnering with offshore captives of brokerage and trading firms to provide required expertise and value

Experience helping investment banking clients set up virtual captives to realise long-term strategic objectives