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.
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
Who We Work With
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.
BLOG
The Structural Reset in Real Estate Fundraising Amid Volatility
Global real estate fundraising in 2024 fell to a decade-low of $85.8 billion, driven by liquidity constraints and macroeconomic uncertainty. However, the market saw recalibration, not collapse. Capital concentrated around experienced managers and high-conviction strategies, with a pivot toward opportunistic and debt funds. Core strategies waned while niche sectors like affordable housing and data centers gained traction. Meanwhile, ESG considerations became critical for capital access. Despite weak returns, green shoots emerged late in the year. Ultimately, the sector is transitioning toward precision-led investing, emphasizing experience, resilience, and alignment with long-term structural trends.
