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Differentiated Investment Research Products: Analyzing Sustainability-Related Alternative Data to Uncover Actionable Investment Insights

Institutional Brokerage
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Business Situation

Recognizing the impact of employee satisfaction on environment, social, and governance (ESG) scoring, a Europe-based institutional sell-side brokerage firm sought to analyze how current and former employees perceive the coverage company and its peers on key ESG parameters. The client aimed to develop an innovative benchmarking dashboard by leveraging alternative data from Glassdoor, offering a differentiated ESG perspective compared to the competition’s publications.  

The client needed a scalable, tech-powered, insight-driven solution to assess employee sentiment and ESG performance across industry peers. Integrating Agentic Artificial Intelligence (Agentic AI) workflows aimed to enhance accuracy, improve efficiency, and generate actionable insights to support informed decision-making.

SGA Approach

  • Data Extraction and Automation: Leveraged augmented analytics, Agentic AI workflows, and web scraping capabilities to systematically extract employee ratings and reviews from Glassdoor for all relevant companies.
  • Data Structuring and Analysis: Automatically cleaned, structured, and segmented the extracted unstructured data using Agentic AI-powered workflows.
  • Interactive AI-Driven Dashboards: Developed an innovative, self-updating dashboard that enables peer benchmarking and comparative analysis. By integrating decision intelligence, the dashboard provides automated insights, anomaly detection, and trend forecasting.
  • Enhanced Decision-Making: Delivered real-time insights, recommendations, and alerts on emerging ESG risks and opportunities by leveraging Agentic AI.

Key Takeways

  • Improved Readership Volume: Achieved ~50% growth in readership of investment research content within a month of integrating the product into publications.
  • Efficiency: Reduced data aggregation efforts by ~40%, enabling the front office to focus on value-added insights and client engagement.

Related Tags

AI - Artificial Intelligence Capital Markets Data Institutional Brokerage Research Sell-side Tech

About SG Analytics

SG Analytics is a leading global data solutions firm providing data-centric research and contextual analytics services to its clients, including Fortune 500 companies, across the Financial Services, Technology, Media & Entertainment, and Healthcare sectors. Established in 2007 and a Great Place to Work certified company, SGA has over 1600 employees and has a presence across the US, the UK, Switzerland, Poland, and India.

Besides being recognized by analyst firms such as Gartner, Everest Group, and ISG, SGA has been part of the elite Deloitte Technology Fast 50 India 2024 and APAC (Asia Pacific) 2025 High Growth Companies by the Financial Times & Statista.

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