Equity Research Services

Providing clients with high-quality research support services to investment research companies and equity research firms. SG Analytics provides equity research services to buy-side and sell-side firms worldwide. Our strong expertise across sectors and domains, adoption of technology, and service-driven culture enable us to be an extended arm of our clients.

Equity Research Services

Industries We Serve

BFSI (Banking, Financial Services, and Insurance)

Capital Markets

TMT (Telecom, Media & Entertainment, & Technology)

Other Industries

Trusted

Equity Research

Outsourcing Partner

As a cornerstone of SG Analytics, our equity research services cater to the requirements of buy-side and sell-side firms around the globe. We create value for our clients across the entire research process through our strong domain expertise, ability to leverage automation and technology, and service-driven culture.

One of the Most Preferred

Equity Research Firms

As one of the leading equity research companies, our value proposition lies in our seamless integration with the onshore team to deliver higher productivity, enhanced research output, and flexible engagement models. Through our sector-focused delivery model, we deliver high-quality and accurate research inputs, empowering our clients to make informed decisions and channel their time into core business activities.

Equity Research Offerings

Company Research Services

One of the best equity research firms, SGA provides comprehensive research on public and private companies, including detailed financial modeling with valuation, initiation, and event-based reports. Our support includes ongoing coverage maintenance through model updates and earnings previews. We also deliver review notes and periodicals on covered companies.

  • As a part of our equity research services, we conduct detailed fundamental research on companies, including developing driver-based financial forecasts, industry-specific valuation, and scenario and sensitivity analyses.
  • Our team produces content on coverage initiation reports, event notes, and flash notes.
  • We update models and reports during the reporting season and attend and summarize earnings calls.
  • SGA develops and updates decks and company memos for marketing trips.
  • We perform shadow coverage for cross-reads and competitive insights.
  • Our team excels at deep-dive investment research tasks such as competitive benchmarking and robust analyses encompassing M&A, cash flow, and corporate actions/restructuring events.
  • We produce periodicals such as newsletters, trade ideas, and technical analysis notes for the trading desk.

Sector and Macroeconomic Research Services

Our sector and macroeconomic research identifies and elaborates on trends and themes across sectors/economies and helps clients ascertain potential winners and losers. Additionally, we provide support in preparing sector compendiums, strategy reports, and periodicals.

  • We offer robust equity research solutions to prepare and update sector outlook notes across various industries.
  • Equity research outsourcing supports clients in identifying sector trends and themes and preparing detailed research pieces to generate actionable investment ideas.
  • Our team enables approach identification, strategy validation, benchmarking analysis, and back-testing.
  • We prepare sector/economy newsletters and event alerts for continuous monitoring.

Technology and Automation Advantage

Our technology-driven automation provides significant efficiency gains to our clients. As an early adopter of technology, we have been at the forefront of transforming regular manual tasks into automation-powered activity and have been able to harness alternative data.

  • We facilitate automatic model structure creation for various sectors and automate model rollover with offshore equity research support.
  • As one of the top equity research companies, we use Python and Spyder, among other tools, to provide automated news collation and filtering for industry/economy newsletters.
  • Our teams improve the quality of assumptions through technology-driven e-channel checking for social media trends, price movements, and product sentiment.
  • We offer automated data tables and charts in marketing decks for efficient updates.
  • SGA’s automated relative valuation models accelerate checks and balances that identify red flags.
  • We deliver automated macroeconomic calendars, earnings release schedules, and price movement trackers.
  • Clients benefit from our generated/automated content for the standard sections in research reports.

Research Production and Other Value-Added Offerings

As part of our end-to-end offerings, we provide desktop publication support that leverages our expert skills combined with innovative tools to help our clients realize their vision for research outputs. We also provide our clients in the US with elegant and practical dashboards and visualizations that facilitate decision-making. Our value-added services encompass:

  • Providing equity research support on reviewing and supervision across research publications.
  • Ensuring mandatory formatting by the client across all research products through 24×7 desktop publication support.
  • Understanding and explaining readership trends across analysts, sectors, and geographies by building visualization and dashboards on readership analytics.

Why SGA

4000+ Stocks

We cover over 4,000 stocks across diverse sizes and geographies such as the US, Europe, Middle East, and Asia-Pacific.

Flexible Engagement Models

Our flexible engagement models can handle niche projects to large-scale engagements with defined SLAs and governance mechanisms.

75+ GICS Sectors & Industries

The sector-focused delivery model involves well-qualified and experienced analysts with MBA, CFA, and CA covering 75+ GICS sectors and sub-industries.

All-round Research Solutions

We have a proven capability to blend high-quality research and insights with technology and automation to provide competitive and efficient research solutions.

Who We Work With

Investment Banks

Optimize cost of research spending and monetize research.

Asset and Private Wealth Managers

Generate alpha and enhance the efficiency of advisory teams.

Hedge Funds

Get efficient and differentiated research support.

Our Ins(AI)ghts

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An equity research company, SGA provides high-quality fundamental research on global stocks across the investment research lifecycle.