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Investment Research Services

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

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As one of the leading financial and investment research services firms

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 achieve their goals constantly. As one of the distinguished investment research outsourcing firms, we offer bespoke studies in equityfixed income, currency, and commodities market.

Investment Research services

What we offer

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 opinion and take decisions
  • Comprehensive company and sector reports aligned to 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

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

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

Comprehensive high-quality research and analytical support on all the aspects of deal-making for a seamless deal execution experience

  • Specialized teams with expertise in product and multi-sectors across M&A, ECM, and DCM
  • Providing support in deal origination, marketing, and execution, i.e. the deal life cycle
  • Aligning client service culture with onshore bankers’ style
As a pioneer in this space, we understand the unique research needs of private banks and their end-clients (HNWIs). Our flexible, customizable solutions cater to relationship managers & analysts as well as regulators (e.g., MiFID II, HKMA, etc.). We deploy bespoke, automation-powered solutions that ensure efficient coverage of large universes while helping clients differentiate from run-of-the-mill research.
  • Proven expertise with customized research solutions to suit specific needs of global private banks (e.g. MiFID II requirements, HKMA requirements, etc.)
  • Extensive support in maintaining large universes including initiation of coverage, regular monitoring, maintenance of coverage, and valuation
  • Excellent security controls to ensure data confidentiality and security
  • Fully white-labeled and ready-to-publish research output that is in sync with the banks’ in-house investment philosophy
  • Technology and automation-driven solution for efficient production with low ‘time to market’ research
In-depth deal execution and monitoring services for capital deployment and fund-raising activities for PE funds across the investment life cycle
  • Support across the investment life cycle including deal sourcing, target evaluation, investment review, value enhancement, and investment exit
  • Identifying the most suitable investment targets by following a process of rigorous industry and company screenings
  • Analyzing investment targets by developing an understanding of the business model, industry drivers, financial forecasting, due diligence support, etc.
  • Monitoring the performance of portfolio companies by undertaking performance benchmarking, tracking operating industry environment, maintaining dashboards, valuation mark-up analysis, and other exercises
  • Helping formulate an optimal investment exit strategy by performing valuation analysis, building information memorandums, marketing teasers, identifying potential buyers, managing data rooms, etc.

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

Who We Work With

Insights

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Automation-powered, differentiated, and decision-oriented investment research support across sectors, asset classes, and regions for buy-side and sell-side.