Switzerland-based private bank covering large-cap stocks in Europe, the US and Asia.
The client’s onshore research team was facing a time crunch in managing the production of research content, while ensuring adequate face-time with end-clients. Despite the requirement of higher front-facing activity, the timely release of thematic pieces and investment ideas could not be put at risk, nor could the output quality be compromised. Moreover, any addition to the team would have entailed significant onshore costs.
SG Analytics understood the client requirements in detail and implemented the following solution:
We provided a team of sector experts with minimum seven years of experience and aligned the team in a one-on-one model with the client’s onshore team. This ensured high-quality, reliable output for the onshore analysts with minimal supervision and review time.
Our team worked as an extended arm of the client, and suggested new ideas for investment themes along with actionable investment choices. We also developed an in-house screener for every industry in line with the client’s investment philosophy to suggest new stock ideas.
As a value-add, SG Analytics created new products, such as quick notes on global macroeconomic and industry events, industry newsletters, which improved the depth and context of coverage. We also used automatic datasheets created on Bloomberg to enhance efficiency and passed on the benefits to the client.
Stocks initiated, 10 theme ideas suggested.
Client satisfaction scores exceeded expectations.
35-40% lower costs compared to a similar team being deployed onshore.
Delivered efficiency gains of c.10% annually.
Improved research quality by suggesting new content creation ideas.
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