Quick links

What we do > Investment Research

Investment Research Services

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

Blogs | Top Customer Retention Strategies for Businesses in 2023

Read more

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 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
Explore more

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
Explore more

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
Explore more

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 the 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 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
Explore more

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

Get in touch

Who We Work With

Insights

SG Analytics - Data Analytics - Whitepaper - Engineer Data in a Meaningful Way

White Papers

Engineer Data in a Meaningful Way

The capacity to engineer and utilize data in a meaningful way is crucial in the quickly developing field of financial technology (fintech). In the swiftly...

Embracing ChatGPT

White Papers

The Education Sector Embracing ChatGPT: Boon or Bane

The advancement of technology is augmenting the demand for AI in the education sector across the globe, which is directly impacting the penetration of...

Personalization of learning by EdTech

White Papers

Personalization of learning by EdTech

The integration of educational technology (EdTech) into traditional classrooms has revolutionized the way students learn and interact with educational...

View All

CASE STUDIES

How We Leveraged Our Technology Expertise and Enabled Our Client in Understanding AI Activities to Drive Business Benefits

How We Enabled a Leading Client in Understanding Buyer Demands from Consumer and Business Perspectives

How We Enabled and Supported Flagship Tech Products for a Consulting Client for Nine Years

Enabling an ESG Impact Rating Agency based in Switzerland by Conducting Comprehensive Research to Define ESG Criteria
View All

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.