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Investment Research Services

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

Blogs | The Role of AI and Data Analytics to Drive Personalization Strategies

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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
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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
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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 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
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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

Trends to Watch 2024 - Media Broadcast Tech

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2024 Trends to Watch -TV & Video Technology

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SG Analytics - Whitepaper - Access Education for Everyone

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Access to Education for Everyone

Although there is currently a dearth of qualitative or quantitative research data about OER programs, certain good results and benefits from specific...

US OTT (SVOD) - The New Frontier

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US OTT (SVOD) - The New Frontier

The US OTT market has grown exponentially in recent years, driven by the increasing availability of high-speed internet and the proliferation of...

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CASE STUDIES

SGA Helped a Leading Biotechnology Company With Continuous Monitoring of the Competitive Landscape in Pulmonary Arterial Hypertension(PAH)

Delivered a Comprehensive Market Assessment for a US-based Biotechnology Company

How We Leveraged our Expertise and Provided Buyer Outreach Strategies and Messaging for a US-based Healthtech Startup

Supported Customer Segmentation and Targeting and Helped Develop an Effective Analytics Strategy
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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.