AI-powered Investment Research for
Asset Managers, Wealth Managers & Sell-side Teams
SG Analytics (SGA), a Straive company, is the data, research, analytics and AI partner to asset managers, hedge funds, wealth management firms, private banks, institutional brokerage and sell-side research firms. We cover over 5,000 entities across all 11 GICS sectors in developed, emerging and frontier markets. We also handle the full investment lifecycle from idea generation through portfolio monitoring and client reporting.
5,000+
11
~30%
11+
40–60%
The entire research output is being rewritten in weeks, not years.
The outputs investment teams produce are not going away. These include initiation reports, earnings previews and reviews, financial models, sector primers, RFP responses, client reports and portfolio dashboards. However, the economics of producing them have changed irreversibly. What used to take an analyst a full week now happens in a single session. What used to require a team of associates compiling data is now a simple agent task.
Alpha no longer sits in production. It sits in the synthesis, judgment, and signal extraction that production used to crowd out. SGA Invest Hub is built entirely around that shift, delivering investment research services refined over twenty years as a trusted research extension. We have now re-architected this practice around our proprietary AI Invest Studio alongside a human-in-the-loop operating model. This setup is perfectly engineered for institutional-grade research and portfolio work.
The entire research output is being rewritten in weeks, not years.
The outputs investment teams produce are not going away. These include initiation reports, earnings previews and reviews, financial models, sector primers, RFP responses, client reports and portfolio dashboards. However, the economics of producing them have changed irreversibly. What used to take an analyst a full week now happens in a single session. What used to require a team of associates compiling data is now a simple agent task.
Alpha no longer sits in production. It sits in the synthesis, judgment, and signal extraction that production used to crowd out. SGA Invest Hub is built entirely around that shift, delivering investment research services refined over twenty years as a trusted research extension. We have now re-architected this practice around our proprietary AI Invest Studio alongside a human-in-the-loop operating model. This setup is perfectly engineered for institutional-grade research and portfolio work.
Asset Managers & Hedge Funds
Equity research services, fixed income research and credit research, idea generation, financial modeling and forecasting, asset valuation, and portfolio analytics for alpha-enhancing asset management.
Wealth Management & Private Banks
Client-ready investment research, model portfolios, financial planning content, CIO-office support and AI-generated client reports across equities, fixed income and alternatives.
Institutional Brokerage & Sell-side
Sector-focused fundamental research, qualitative and quantitative analysis, and white-labelled research for institutional brokerage and independent sell-side research firms
IR & Fund Marketing
RFP responses with rfp automation, fund marketing services and collateral, IR content, AI-powered client report generation, and investor reporting for asset management IR and fund marketing teams.
Asset Managers & Hedge Funds
Equity research services, fixed income research and credit research, idea generation, financial modeling and forecasting, asset valuation, and portfolio analytics for alpha-enhancing asset management.
Wealth Management & Private Banks
Client-ready investment research, model portfolios, financial planning content, CIO-office support and AI-generated client reports across equities, fixed income and alternatives.
Institutional Brokerage & Sell-side
Sector-focused fundamental research, qualitative and quantitative analysis, and white-labelled research for institutional brokerage and independent sell-side research firms
IR & Fund Marketing
RFP responses with rfp automation, fund marketing services and collateral, IR content, AI-powered client report generation, and investor reporting for asset management IR and fund marketing teams.
Macro & sector research
- Macroeconomic and sector analysis
- Newsletters with controversy tracking & watchlists
- Strategy reports & thematic research
- Sector value chain analysis
- Sector and financial database creation.
Investment analysis
- Idea screening & preliminary analysis (incl. ESG)
- Detailed initiation reports
- Financial models with forecasts & valuation
- Company primers & broker summaries
- Strategy creation & back-testing
- Channel checks & due diligence
Portfolio monitoring
- Earnings reviews, previews & updates
- Corporate actions tracking
- Price-trigger alerts & coverage monitoring
- Performance dashboarding
- Event-driven impact analysis
- Ad-hoc unstructured request handling
Client servicing & IR
- AI-generated client report production
- RFP response automation
- Fund marketing collateral & analysis
- Risk exposure & attribution reporting
- Investor reporting (regulatory + bespoke)
- ETF, REIT and UCITS fund-level research.
Macro & sector research
- Macroeconomic and sector analysis
- Newsletters with controversy tracking & watchlists
- Strategy reports & thematic research
- Sector value chain analysis
- Sector and financial database creation.
Investment analysis
- Idea screening & preliminary analysis (incl. ESG)
- Detailed initiation reports
- Financial models with forecasts & valuation
- Company primers & broker summaries
- Strategy creation & back-testing
- Channel checks & due diligence
Portfolio monitoring
- Earnings reviews, previews & updates
- Corporate actions tracking
- Price-trigger alerts & coverage monitoring
- Performance dashboarding
- Event-driven impact analysis
- Ad-hoc unstructured request handling
Client servicing & IR
- AI-generated client report production
- RFP response automation
- Fund marketing collateral & analysis
- Risk exposure & attribution reporting
- Investor reporting (regulatory + bespoke)
- ETF, REIT and UCITS fund-level research.
Opportunity Discovery | Top of funnel
Research Analysis | Depth at speed
Portfolio Intelligence | Real-time
Ops Intelligence | Workflow automation
AI Product Lines
Specialized Tools
Core Client Verticals
Opportunity Discovery | Top of funnel
Research Analysis | Depth at speed
Portfolio Intelligence | Real-time
Ops Intelligence | Workflow automation
AI automates the data-intensive layer.
Data ingestion, document parsing, table extraction, model builds, earnings transcripts, news qualification and signal detection are compressed from days to hours on our in-house AI stack.
Humans validate, contextualize, judge.
Our 3-layer team of VP, Engagement Supervisor and Analyst reviews every AI output. They apply sector and asset-class context and quality-check against your firm’s research conventions.
Continuous feedback improves AI & outcomes.
A grounding mechanism plus a separate checker agent runs on every agentic use case for fact-checking and deduplicating. This tightens the loop every 30 days with about 10 iterations.
~30%
Reduction in investment operating costs (front + middle + back office)
40–60%
Reduction in TAT on research, reports & client deliverables
7–14 days
From ideation to a working AI proof-of-concept
4–8 wks
Deployed AI solution supported by experts-in-loop
AI automates the data-intensive layer.
Data ingestion, document parsing, table extraction, model builds, earnings transcripts, news qualification and signal detection are compressed from days to hours on our in-house AI stack.
Humans validate, contextualize, judge.
Our 3-layer team of VP, Engagement Supervisor and Analyst reviews every AI output. They apply sector and asset-class context and quality-check against your firm’s research conventions.
Continuous feedback improves AI & outcomes.
A grounding mechanism plus a separate checker agent runs on every agentic use case for fact-checking and deduplicating. This tightens the loop every 30 days with about 10 iterations.
~30%
Reduction in investment operating costs (front + middle + back office)
40–60%
Reduction in TAT on research, reports & client deliverables
7–14 days
From ideation to a working AI proof-of-concept
4–8 wks
Deployed AI solution supported by experts-in-loop
Proprietary AI stack
Four modules and 11+ tools spanning opportunity discovery, research, portfolio intelligence and ops accessible via the embedded delivery team.
Subject-matter depth
Experts across all 11 GICS sectors and asset classes including equities, fixed income, credit, commodities and alternatives embedded alongside analysts.
Modeling & econometrics
Financial modeling experts, factor research, statistical and econometric capability for complex quantitative workstreams.
Dedicated DTP & design
Desktop publishing experts, document design and software specialists who match your firm’s house style for research notes, client reports and fund factsheets.
16 global languages
In-house senior editors align every deliverable to your firm’s tone of voice across sixteen languages including Japanese, Mandarin, Cantonese, Korean, German and French.
15+ years’ experience
Strategic oversight, account relationship, escalation and quality gate on every research deliverable.
5–7 years’ experience
Day-to-day delivery, utilization & reporting, think-tank exercises and sector-level quality control.
2–4 years’ experience
Hands-on execution on models, research notes, earnings analysis and client reports. AI-augmented and human-owned.
Proprietary AI stack
Four modules and 11+ tools spanning opportunity discovery, research, portfolio intelligence and ops accessible via the embedded delivery team.
Subject-matter depth
Experts across all 11 GICS sectors and asset classes including equities, fixed income, credit, commodities and alternatives embedded alongside analysts.
Modeling & econometrics
Financial modeling experts, factor research, statistical and econometric capability for complex quantitative workstreams.
Dedicated DTP & design
Desktop publishing experts, document design and software specialists who match your firm’s house style for research notes, client reports and fund factsheets.
16 global languages
In-house senior editors align every deliverable to your firm’s tone of voice across sixteen languages including Japanese, Mandarin, Cantonese, Korean, German and French.
15+ years’ experience
Strategic oversight, account relationship, escalation and quality gate on every research deliverable.
5–7 years’ experience
Day-to-day delivery, utilization & reporting, think-tank exercises and sector-level quality control.
2–4 years’ experience
Hands-on execution on models, research notes, earnings analysis and client reports. AI-augmented and human-owned.
Particulars
Retainer
Part-time
Project-based
Best for
Regular, predictable research workflow. Ongoing 1:1 support; 12-month coverage volume predictability.
Unpredictable research cadence. Nature and timing not predictable; ad-hoc requests.
One-off & urgent. Irregular, unpredictable, single research mandates.
Key benefit
Direct access to 3-layer research team. Knowledge retention. Most cost-efficient for ongoing coverage.
Direct access to 3-layer research team. Flexibility to mirror coverage demand. Limited cost commitment.
Project-appropriate staffing. Effort-based billing.
Surge capacity
Yes, at ad-hoc rates
Yes, at ad-hoc rates
Yes, at ad-hoc rates
Billing
Monthly, in advance
Monthly, in advance
50% advance + 50% on completion*
Trial period
2 months
2 months
None
Termination notice
60 days
60 days
Not required
*Subject to a certain volume and deal size based on mutual discussion
Particulars
Retainer
Best for
Regular, predictable research workflow. Ongoing 1:1 support; 12-month coverage volume predictability.
Key benefit
Direct access to 3-layer research team. Knowledge retention. Most cost-efficient for ongoing coverage.
Surge capacity
Yes, at ad-hoc rates
Billing
Monthly, in advance
Trial period
2 months
Termination notice
60 days
Particulars
Part-time
Best for
Unpredictable research cadence. Nature and timing not predictable; ad-hoc requests.
Key benefit
Direct access to 3-layer research team. Flexibility to mirror coverage demand. Limited cost commitment.
Surge capacity
Yes, at ad-hoc rates
Billing
Monthly, in advance
Trial period
2 months
Termination notice
60 days
Particulars
Project-based
Best for
One-off & urgent. Irregular, unpredictable, single research mandates.
Key benefit
Project-appropriate staffing. Effort-based billing.
Surge capacity
Yes, at ad-hoc rates
Billing
50% advance + 50% on completion*
Trial period
None
Termination notice
Not required
*Subject to a certain volume and deal size based on mutual discussion
01 5,000+ entities of research depth
20 years partnering with global asset managers, hedge funds, wealth firms and brokerages. Coverage across all 11 GICS sectors in developed, emerging and frontier markets across equities and fixed income. Sector specialists are embedded alongside analysts.
One-stop research partner 02
Macro, sector, company, credit, ESG, RFP, IR and client reporting are handled in one practice. Wall Street-compliant IT and data security. A ready architecture across HR, design and editorial scales with your coverage universe.
03 Cultural & time-zone alignment
We provide a full replica of your working culture at our sites. Time-zone overlap is aligned to your market hours and earnings windows. We ensure full utilization visibility on every analyst hour spent.
The AI Invest Studio 04
A proprietary AI stack of 4 modules and 11+ tools built specifically for investment research rather than a horizontal LLM wrapper. ASTRA, Earnings Transcript Analyzer, Financial Modeler and RFP Intelligence, our engine for rfp automation, are tested on real research mandates and hardened against institutional scrutiny.