Providing customised research solutions to private banks around the world

Preferred Research Partner for Private Banks

SG Analytics has more than a decade of experience in handling research and analytics requirements of private banks around the world. We have in-depth understanding of the process, from creating and covering scalable coverage universes to automation-led distribution and management of research. We have executed engagements of varied complexity and scope for global private banks, supporting them in strategy reports and screening to newsletters and event updates. Our automation-powered solution along with flexible engagement models ensures quick and efficient coverage of the investment universe.

Why SGA ?


Strategy and Investment Idea Support

Strategy and investment idea support as a part of private banking research services | SG Analytics
  • Idea screening for bonds and stocks based on top-down and bottom-up approaches
  • Customising weights and KPIs in the screening process to reflect client's investment preferences related to region, size, valuation and special parameters such as ESG scores
  • Updating screeners to identify churn and corresponding replacements in the universe
  • Support on investment strategy notes and periodical updates
  • Creating CIO newsletters and other external research-related communication

Coverage Expansion and Maintenance

Coverage expansion and maintenance as a part of private banking research services | SG Analytics
  • Initiating coverage on new ideas to expand the Approved Universe as well as the Recommended Universe
  • Preparing company notes from simple tearsheets to detailed company notes with investment thesis
  • Collating a crisp investment memorandum for covered companies
  • Preparing summaries of sell-side research reports for easy consumption of relationship managers and end-clients
  • Ongoing maintenance of coverage with flexible option for required frequency (quarterly, semiannual or annual) and churn rates
  • Automated financial models with valuation providing research edge

Research Production and Automation Solutions

Research production and automation solutions as a part of private banking research services | SG Analytics
  • Automated factsheets with low 'time-to-market' for a scalable coverage universe
  • Automated periodic updates and distribution with minimal onshore involvement
  • Preparing RIXML files for metadata creation
  • Seamless transition from incumbent providers through a dedicated, experienced team
  • Tracking portfolio performance and presenting it through interactive dashboards
  • Tracking CRO/RM performance using insightful visualisation

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