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%
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 entire research output is being rewritten in weeks, not years.
Asset Managers & Hedge Funds
Equity research, fixed income 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, fund marketing 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, fixed income 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, fund marketing 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 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
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