Tech-Powered, Differentiated Research Insights for Robust Investment Recommendations

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Helping You Beat the Competition with Unique Investment Insights

It is well known that over the past few years, the rise of passive fund management and stricter regulations such as MiFID II have put institutional sell-side and independent research firms under significant pressure. Amid this situation, a sell-side research unit must address the following to remain relevant to the buy-side:

How to produce differentiated research that surpasses peers and publish it before the competition to retain the relevance of recommendations?
How to maintain the highest possible efficiency in research production, given the pressures on profitability?
How to measure the effectiveness and readership of the produced research to ensure high ROI on research costs?
How to ensure analysts are focusing on strategic tasks that boost revenue and resolve queries from companies and buy-side participants?

Problems We Solve

We empower sell-side analyst teams with artificial intelligence (AI)-powered, differentiated research insights so far undiscovered by traditional research products. We achieve this by combining automated data extraction and AI-led content production tools with our expertise in several sectors and asset classes:

Differentiated Research

Bring uniqueness to your research from insights generated using alternative and non-traditional data across e-channel checks, mystery shopping, social media analytics, trend analysis, and factor correlation for accurate financial forecasting and valuation.

Tech-Powered Efficiency in the Research Process

Beat peers with reduced time-to-market of your research publications via automated data extraction and automated content creation using Agentic AI tools for newsletters, industry primers, management bios, pre-earnings, and post-earnings notes. Automate quality assurance for ratios, anomalies in trends, language correctness, and more.

Research Effectiveness

Get first-hand insights on research through our readership analytics by measuring KPIs such as views per report, minutes per page, and sector and analyst level readership preferences, reported periodically through interactive dashboards.

Front-Office Empowerment

Create ready-to-publish research so that analysts and research heads can devote time unconditionally toward strengthening corporate access, resolving queries of institutional investors, and making sharper investment decisions.

By addressing these challenges, we empower sell-side teams across institutional brokerages. Moreover, independent research houses bolster their market position and analysts’ rankings via increased quality, relevance, and timeliness of research.

Outcome We Deliver

Our AI-powered, data-driven research and fund support services deliver measurable impact for asset managers and hedge funds, enhancing investment efficiency, risk management, and operational effectiveness:

AI-Powered Research Modernization and Efficiency

Increase the number of covered companies per analyst, reduce the research publication cycle, and improve compliance with supervisory analysts’ guidelines through an automated, Agentic AI-driven research process.

Enhanced Decision Intelligence

Improve market recognition and rankings of your analysts’ teams across sectors by uncovering hidden insights on companies’ financials and valuations, sector-specific investment intelligence, and the impact of macroeconomic indicators on covered companies’ performance.

Improved Buy-side Visibility

Become the go-to research team for buy-side participants through faster, more accurate, and timely research with top-notch recommendations based on data-driven, unique insights.

Readership Analytics

Enrich the ROI on research costs by allocating research dollars on investors’ interest in specific regions, sectors, and analysts, among others, measured by unbiased, data-driven, measurable readership analytics.

Capabilities We Have

We empower institutional and boutique independent research firms by combining deep sector and asset class expertise with modernized solutions that make research relevant and consumable:

Traditional & Alternative Data

Understanding, selecting, and analyzing the most relevant alternative data sets that enhance investment arguments and theses to create compelling research content.

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Domain Expertise

A team of experienced sector specialists with in-depth knowledge across industries, asset classes, and global markets, delivering fundamental insights that help sophisticated institutional investors make convincing investment decisions.

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AI-Powered Research

Integrating automation, NLP, machine learning, and AI-driven tools to automate data extraction, processing, financial modeling, valuation, and investment research, imparting leanness and efficiency to the research process.

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Interactive Visualization

Customized dashboards that provide real-time insights on covered companies and peers for enhanced analytical content as well as holistic insights into readership for improving research effectiveness and relevance.

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Our Ins(AI)ghts

Case Study

Research Modernization: Enhancing the Quality, Effectiveness, and Timeliness of Data-Driven Decisions Through a Tech-Powered Valuation Process

SG Analytics partnered with a US-based asset management firm to build detailed financial models with forecasts and valuations for 200 global firms across sectors. Combining AI-powered data aggregation, automated commentary generation, and human-in-the-loop insights, SGA enabled faster, scalable, and accurate model development. The solution reduced data aggregation time by 60%, accelerated portfolio creation by 40%, and ensured sector-specific valuation accuracy, empowering asset managers to focus on strategic investment decisions backed by intelligent, scalable modeling frameworks.

Case Study

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

SG Analytics partnered with a Europe-based institutional sell-side brokerage firm to develop a tech-powered ESG benchmarking dashboard that analyzed employee sentiment across peers using Glassdoor data. Leveraging Agentic AI workflows, web scraping, and augmented analytics, SGA built a self-updating, interactive dashboard offering real-time insights, peer comparisons, and ESG trend forecasting. The solution led to a 50% increase in investment research readership and reduced manual data aggregation by 40%, empowering analysts with differentiated ESG perspectives and faster decision-making.

Contact us to explore how we can partner with you to increase the relevance and readership to boost top line as well as margins.

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