At SG Analytics, we help global clients achieve superior returns by providing distinct investment insights and ideas.
Global investment and financial service providers are facing increasing workloads and intense pressure to provide superior service and feel the need to reduce headcount and rein in costs. By utilizing our investment market research services clients can leverage their own processes that allow them to pursue more investment opportunities in a high-quality, customized, cost-effective and timely manner.
Service Delivery Methodology
At SGA - A leading investment research firm, we provide a full range of investment research services required by both buy-side & sell-side companies, investment banks, valuation firms and asset management companies. We have world-class analysts who provide cutting-edge research services. Our analysts’ expertise is built on strong educational background, international experience and an unbridled passion for capital markets. This allows us to meet the client needs regardless of home country, base currency and tax position.
Our Investment Research Services Include:
Our quantitative research services combine advanced mathematical modeling, data analytics and in-depth capital markets expertise to deliver a comprehensive set of efficient and highly effective solutions across all asset classes and institutions.
Our equity research services are focused on sector and company fundamentals to identify the right stocks for investment.
SGA’s ESG research specializes in assisting clients, understand and manage ESG risks across their diverse portfolios and lays a solid foundation for sustainable growth, using insights derived through SGA’s robust responsible research framework.
Our fixed income research services provide end-to-end support to leading buy-side and sell-side clients in an increasingly complex financial environment.
Our valuation and advisory services provide logical and highly defensible tax compliance and financial reporting valuation support to our global clients.
Our investment banking and corporate finance support services help clients maximize value and grow their market share while reducing ongoing costs.
Our asset management support offers end-to-end standardized as well as customized services for better representation of a variety of data.
We have immense experience in transforming financial data from different sources into a standard and well-defined format and spreading them into any spreading system of Choice (Moody’s, Baker Hill or any home grown system). Our analysts are trained on best practices of credit underwriting, spreading and scoring, and monitoring methodologies to support client objectives related to data quality, consistency, and timeliness.
Calculation of Risk Weighted Assets and Capital Adequacy Ratio under Basel 3 norms for a US Bank
Calculation Risk Management for EMEA Fund
Principal Component Analysis for a Chicago based Hedge Fund
Macro economic stress testing for a mid-sized European bank on their Tier 1 Capital
Preparing detailed ICRs on 70+ small-mid cap stocks in Europe
Preparing ICRs quarterly/event based updates on 150+ large cap US/European stocks spanning 6 sectors
Preparing daily technical analysis reports for the Qatari stocks/indices
Performing analysis for fixed income asset classes, asset allocation research and fundamental credit analysis
Conducting relative value, rating analysis using cash bonds & CDS spreads, portfolio Optimisation & fundamental research
Revamping screening process and credit appraisal methodology, preparing credit notes for new obligors
Valuing hotel property, preparing information memorandum and identifying prospective buyers
Detailed M&A research on global aero-structures market
Provided due-diligence support
Preparing a detailed report on the global deal activity in the Mobile Gaming space
Preparing a comprehensive Investment Memorandum to raise funds from strategic investors through a stake sale
Converting financial models of 2000+ stocks spanning several sectors from one database to another
"We have worked with many vendors and have found SG Analytics, both the firm and the leadership, to excel in meeting our needs for several reasons. First and foremost it’s the spirit of partnership on every level of the relationship, which drove an intense collaboration allowing us to achieve what would have been difficult to do in a traditional vendor arrangement.”
"I am overall extremely pleased with SGA since we started. The analysts have shown an ability not only to do what is asked really well but also to take initiatives and come up with innovative solutions. I completely rely on their ability and as a team we will now involve them even more."