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 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
Who We Work With
Our Ins(AI)ghts
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Financial Trends: Role of Investment Banker in Banking Innovation
Investment banking is evolving rapidly amid digital disruption, changing investor expectations, and emerging financial technologies. SG Analytics empowers global investment banks to stay ahead by blending domain expertise with next-gen research solutions. From capital raising, M&As, and IPOs to trading, asset management, and financial advisory, our customized insights support every step of the deal lifecycle. We enable banks to harness data-driven innovation, streamline operations, and build future-ready strategies. As relationship-driven models meet tech-driven efficiency, we help investment leaders unlock competitive advantage in a fast-changing financial landscape.
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Creating Value for Climate Change Crisis Through the Lens of Private Equity
Private equity (PE) is playing a vital role in addressing climate change by driving sustainable finance and transforming business models. With a long-term investment horizon, PE firms are creating value through sustainability by investing in leaders, transforming laggards, and shifting to sustainability-driven portfolios. By leveraging full ownership, they can decarbonize high-emitting assets and align with global net-zero targets. Key enablers like carbon pricing and emissions reduction frameworks are essential.
