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Investment Research Services

Leverage custom research support across a broad range of asset classes to enhance your investment decisions

Blogs | Navigating the Future of ESG Investments While Balancing Risk and Responsibility

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Financial Research Services

SG Analytics provides equity research services to buy-side and sell-side firms worldwide. Our strong expertise across sectors and domains, adoption of technology, and service-driven culture enable us to be an ‘extended arm’ of our clients.

  • Financial modeling with historical financial data, structured forecast models, valuation, and sensitivity analysis
  • Qualitative and quantitative information on company background to help form an opinion and take decisions
  • Comprehensive company and sector reports aligned with your business requirements
  • Periodic updates on news and events relevant to your industry
  • Spot accounting irregularities and corporate governance issues before investing in long-term ideas through forensic research
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As a trusted outsourcing partner, we offer bespoke research and analytics solutions to global clients across private & public debt, macroeconomics, compliance, and cross-asset strategies. Blending domain expertise with a “client first” mindset, we aim to improve the quality of investment decisions using thorough fundamental research.

  • Support across the fixed-income life cycle, including identifying investment opportunities, evaluation of prospective investments, and monitoring the coverage universe
  • Custom support across the fixed-income spectrum, including investment grade, high yield, and distressed debt
  • Qualitative and quantitative support across fixed-income products, including leverage finance, money markets, structured finance, US public finance, and convertibles
  • Coverage across developed and emerging markets
  • Cash flow models, indenture screening, covenant headroom monitoring, stress testing, and scenario analysis
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SG Analytics provides action-oriented investment insights that aid alpha creation for hedge funds, active asset managers, alternative asset managers, independent money managers, mutual fund managers, and ETF (exchange-traded fund) managers. We leverage technology to improve efficiency by revamping traditional research approaches.

  • End-to-end solutions for money managers across asset classes and investment strategies (market neutral, long/short, distressed debt, macro-driven, etc.)
  • Through-the-cycle research solutions from idea screening up to fund performance monitoring and reporting
  • Expertise in deep-dive financial modeling with customized and advanced analytical tools
  • Technology and automation solutions that challenge the traditional research process to achieve accurate output more efficiently
  • Compliance and performance visualization support
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SGA's flexible and customizable solutions address the unique research needs of private banks and their end clients (HNWIs). We provide solutions to relationship managers, analysts, as well as regulators (e.g., MiFID II, HKMA, etc.). We ensure efficient coverage of large universes with bespoke and automation-powered solutions while also helping clients differentiate from run-of-the-mill research.

  • Provide comprehensive research services for large universes, including screening, initiation of coverage, regular monitoring, and maintenance for retail and institutional HNIs
  • Prepare periodical research, such as CIO newsletters, asset strategy reports, thematic reports, and macro updates
  • Enhance production efficiency with decreased 'time to market' research by leveraging technology and automation-driven solutions
  • Ensure 100% alignment with the in-house investment philosophy of the banks and deliver fully white-labeled, ready-to-publish research output
  • Offer customized solutions to suit specific regulatory requirements of global private banks
  • Complete data confidentiality and security assurance with superior security and governance controls
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Why SGA

Scale & Flexibility

Flexible engagement models and automation that enhance efficiency

Experience and Expertise

Covered over 4,000 companies and credits across 10+ GICS sectors

We Speak the Same Language

Our teams come from strong finance backgrounds and capital market exposure

Support Across the Life Cycle

Rules-based, analytical, and judgment-oriented tasks

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Who We Work With

Insights

SG Analytics_Investment Insigts_Whitepaper_China Real Estate

White Papers

China Real Estate - In Desperate Need of More Policy...

China’s real estate sector has been significantly impacted by the introduction of the three red lines policy, eventually leading to a liquidity crunch...

SG Analytics Whitepaper European Defence Spending

White Papers

The Super Cycle in European Defence Spending

Regardless of its errors in judgment, political blunders, and glaring lack of soft power, Russia will only be able to win in Ukraine if it has a military...

Whitepaper China Real Estate 3

White Papers

China Real Estate Signs of Moderation in Free Fall

Since the announcement of China's three red lines policy in August 2020, the real estate sector has been heavily impacted by it, eventually leading to a...

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CASE STUDIES

Solutions Tailored to Client Specifications: SG Analytics Explore Investible Targets Opportunities in Commercial FLS Systems

Delivering Holistic Investment Support: SG Analytics Identifies Investment Theme Creation and Target Opportunities in Healthcare

An Efficient Approach to Fostering Growth: SG Analytics Optimized Portfolio Monitoring Across Key Investments Sector

End-to-end Workflow Optimization: SG Analytics Empowers the Exploration of Favorable Market Conditions to Approach Potential Investors
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As an investment research company, SGA offers automation-powered, differentiated, and decision-oriented investment research support across sectors, asset classes, and regions for buy-side and sell-side.