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Decision Intelligence and Investment Product Ideation: Alpha-Boosting Research and Construction of Structured Products for Discerning Investors

Private Banks
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Business Situation

A European multifamily office wanted to construct a long-only certificate product focused on Latin America (LATAM). The client sought a research partner with deep expertise across asset classes, strong knowledge of LATAM macroeconomics, and a modern, end-to-end approach toward investment research.  

The solution delivered ongoing investment decision intelligence powered by augmented analytics to help the portfolio consistently outperform benchmarks. The engagement focused on:  

  • Automated screening and fitment monitoring based on qualitative and quantitative parameters.  
  • Real-time updates on economies, sectors, companies, and peers.  
  • Artificial intelligence (AI)-powered investment research creation.  

SGA Approach

  • Portfolio Construction and Initiation: Designed and deployed an automated, quantamental screener to create a portfolio of 75 investible companies.​
  • Actionable Research: Provided call-to-action via deep-dive research based on fundamental analysis and multiple techniques for sector-specific valuation.
  • Proactive Tracking & Monitoring: Leveraged tech tools to generate intelligence through data activation using pricing analysis, event monitoring, regulatory developments, etc., to highlight potential churn/expansion ideas and maximize alpha.
  • BI Visualization of Macroeconomic Indicators: Transformed the reporting process of macroeconomic key performance indicators (KPIs) across major LATAM economies from manually prepared and updated Excel files to Tableau-based, auto-published, final-form Adobe PDFs that sped up top-down decision-making.

Key Takeaways

  • Enhanced Alpha: For five years, the portfolio consistently surpassed annual benchmark returns by at least four percentage points in both bull and bear phases.
  • Increased Compliance: Achieved 30% quicker churn of stocks not aligned with in-house investment mandate and philosophy, compared to an entirely manual process.

Related Tags

AI - Artificial Intelligence Capital Markets Data Private Banks Research Tech Wealth Management Firm

About SG Analytics

SG Analytics (SGA) is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation.

A Great Place to Work® certified company, SGA has a team of over 1,600 professionals across the U.S.A, U.K, Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation.

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