Investment & Financial Research Services

Leverage custom research support across a broad range of asset classes to enhance your investment decisions. Investment research services provide critical insights and analysis to support informed decision-making in financial markets. We provide tailored solutions such as equity research, credit analysis, sector-specific studies, and valuation modeling to meet diverse client needs. By leveraging advanced data analytics and expert judgment, these services enable asset managers, institutional investors, and corporate clients to develop effective strategies, optimize portfolios, and navigate complex market dynamics with confidence.

Industries We Serve

BFSI (Banking, Financial Services, and Insurance)

Capital Markets

capital markets industry

TMT (Telecom, Media & Entertainment, & Technology)

Other Industries

Leading Financial and

Global Investment Research Company

A global investment research company, SG Analytics produces high-quality, in-depth, and tailored investment and financial research services to help clients successfully navigate financial markets, enhance their portfolios, and make strategic decisions. As one of the top investment research firms, our enthusiastic and exclusive team of financial research analysts delivers distinguished industry and economic insights that aid our clients in constantly achieving their goals. Positioned among the most distinguished investment research outsourcing firms, we offer bespoke studies in equity, fixed income, currency, and commodities markets.

Investment 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. We empower them to:

  • Conduct financial modeling with historical financial data, structured forecast models, valuation, and sensitivity analysis.
  • Gather qualitative and quantitative information on company background to help form an opinion and take decisive actions.
  • Explore comprehensive company and sector reports aligned with the business requirements.
  • Get periodic updates on news and events relevant to the target industry.
  • Spot accounting irregularities and corporate governance issues before investing in long-term ideas through forensic research.

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. We deliver:

  • 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

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 that include the following:

  • End-to-end solutions for money managers across asset classes and investment strategies, such as market neutral, long/short, distressed debt, and macro-driven, among others.
  • 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.

We offer a comprehensive suite of fund support services essential for managing investment funds reporting, marketing, and data administration.

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, and regulators throughout the MiFID II and HKMA compliance efforts. Our team ensures efficient coverage of large universes with bespoke and automation-powered solutions while also helping clients differentiate from run-of-the-mill research. We aid them by:

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

Why SGA

Scale & Flexibility

Acquire flexible engagement models and automation that enhance efficiency.

Experience and Expertise

Cover 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

Accelerate rule-based, analytical, and judgment-oriented tasks.

Who We Work With

PE and VC Firms

Ensure research-led, efficient seed capital deployment.

Data Providers

Gain access to high-quality primary and secondary data.

Investment Banks

Optimize the cost of research spending and monetize research.

Asset and Private Wealth Managers

Generate alpha and enhance the efficiency of advisory teams.

Hedge Funds

Obtain efficient and differentiated research support.

Our Ins(AI)ghts

Whitepaper

Digital Innovations Transform Investment Research

The whitepaper discusses how digital innovations, particularly AI-backed analytics, cognitive search, data extraction tools, and alternative data analytics, are transforming investment research. These technologies have made the research process faster, more efficient, and insightful, enabling investment firms to gain a competitive edge. The key takeaway is that having access to the right information at the right time is crucial for investment success, and delays can lead to missed opportunities.

Read More

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Top 3 Investment Banking Courses in India with Placement Support

Top investment banking courses in India offer essential skills and placement support for aspiring professionals. Courses from IIM SKILLS, DataTrained, and EduBridge provide comprehensive curriculums covering financial modeling, valuation, and mergers & acquisitions. A career in investment banking offers high earning potential, networking opportunities, and continuous learning. Key skills like financial analysis, communication, and resilience are crucial for success. However, challenges such as long working hours and client demands must be considered. Choosing the right course is vital for career advancement in this competitive field.

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SGA delivers automated, insight-driven investment research across sectors, asset classes, and regions—built for buy-side and sell-side success.