Investment Management Outsourcing Services
SG Analytics provides investment management services designed to enhance portfolio returns, manage market volatility, and align with each client’s unique investment goals. We offer end-to-end support, from strategy creation to ongoing performance monitoring. Our investment management outsourcing services enables organizations to benefit from expert guidance, scalable teams, and reduced operational burden. When clients outsource investment management services to us, they gain access to best-in-class processes, timely market intelligence, and cost-effective execution – allowing their businesses to maintain strategic focus while we deliver measurable results in portfolio management and investment decision-making.
Investment Management Services – Support We Provide
Portfolio Strategy and Management
We provide tailored portfolio strategies aligned with clients’ investment goals, risk tolerance, and time horizon. Our approach combines market insights, diversification techniques, and performance monitoring to ensure portfolios remain agile, optimized, and capable of delivering sustainable returns.
Market Intelligence and Investment Insights
We provide actionable market intelligence and investment insights services through macroeconomic updates, sector trends, and geopolitical analysis. Our research supports proactive decision-making, helping clients anticipate market movements and uncover profitable opportunities ahead of the curve.
Equity and Fixed Income Research
We provide comprehensive equity and fixed income research, including fundamental, technical, and macroeconomic analysis. This enables informed investment decisions, accurate valuations, and identification of growth opportunities and risk factors across global markets.
Performance Measurement and Reporting
We deliver transparent, accurate, and timely performance measurement, with benchmark comparisons, attribution analysis, and detailed reporting. Our insights help clients assess progress, identify areas for improvement, and make data-driven strategic adjustments.
Asset Allocation Strategy
Our asset allocation strategies balance risk and reward by optimizing exposure across asset classes such as equities, fixed income, alternatives, and cash. We use data-driven models and in-depth market analysis to adapt allocations to changing market conditions and client objectives.
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.
Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.
Investment Banking Productivity Suite
- Package of slide layouts and infographics in client’s color scheme.
- Investment banking productivity suite.
- TOC creation with pre-ideas/guidelines.
- Build custom automated tombstone slides using past deal data.
- Manage and edit charts, tables, format, etc. with a single click.
Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
Our Value Proposition
