Delivering actionable research to money managers for alpha generation
Investment Idea Generation
Investment Idea Generation
Company Research and Evaluation
Company Research and Evaluation
Compliance and Performance Monitoring
Compliance and Performance Monitoring
Index and Quantitative Research
Index and Quantitative Research
Automation and Technology Solutions
Automation and Technology Solutions
Helping Hedge FundsGenerateAlpha
SG Analytics provides comprehensive research support to hedge funds, active asset managers, alternative asset managers, independent money managers, mutual fund managers, and ETF (exchange-traded funds) managers across the globe. We deliver action-oriented research insights to facilitate high-quality decision-making that ultimately aids alpha creation for portfolio managers. We leverage automation and technology across our solutions, and have proven capabilities in inducing efficiency by revamping traditional research processes. Our customized approach ensures complete alignment with the investment philosophy of our clients.
Why SGA
What We Do
Investment Idea Generation
- Designing customized equity idea screeners as well as fixed income idea screeners to generate high-quality investment opportunities
- Implementing top-down as well as bottom-up methodologies
- Incorporating sector-specific flavors by using adjusted financial data, and infusing strategy-specific parameters to filter relevant ideas
- Incorporating custom, thematic KPIs such as ESG parameters to reflect the client’s desired investment philosophy
- Blending fundamental as well as technical KPIs to design an efficient screening process
- Maintaining and updating idea screeners and identifying churn opportunities to maximize alpha
Company Research and Evaluation
Our detailed financial valuation models across sectors adhere to our clients’ styles, and come with various value-added features, such as automated data population and sensitivity analysis.
- Preparing company-specific investment summary reports including business description, business strategy, investment thesis, and SWOT analysis
- Preparing detailed financial models along with driver-based financial forecasting
- Conducting valuation exercises using different techniques such as DCF valuation, relative valuation, and sector-specific valuation
- Conducting special analyses such as scenario analysis, sensitivity analysis, what-if analysis, etc.
- Tracking key data on sectors and economies to generate top-down ideas
- Conducting forensic analysis and analyzing quality of reporting (based on IFRS, UK GAAP, and US GAAP principles) to identify divergence areas
Compliance and Performance Monitoring
- Providing support on compliance reporting under various standards (e.g. GIPS)
- Preparing sections of 13-F filings related to details on investment positions, quarterly performance, and reconciliation statements
- Conducting macro as well as micro attribution analysis to gauge quality of performance
- Calculating alpha for various strategies and management styles based on respective benchmarks
- Preparing performance dashboards with visualization for efficient and clear reporting
Index and Quantitative Research
- Pre-index rebalance analytics, monitoring and tracking of index events, and post-index rebalance analytics
- Create alpha and add value to current and new trading strategies
- Create and back-test trading strategies and construct portfolios across multiple risk attributes
- Develop and validate risk models covering credit risk, investment risk, and operational risk
- Expertise across multiple data sources covering fundamental and estimates data, fund flows, global macro, pricing data, ownership, and ESG data
Automation and Technology Solutions
Leveraging our team of RPA and analytics specialists, hedge funds exploit alternative data (e.g., store densities for retailers) and unique information (e.g., e-channel checking on social media) using technology-enabled solutions with the focus to beat the street.
- Portfolio tracker automation including daily, weekly, monthly, and YTD stock performance
- Setting automatic price movement and other alerts to identify churn opportunities
- Tracking news and events across industries using automated tools developed in Python, Spyder, etc.
- Preparing auto-updateable, standardized templates for investment memos
- Building quick, automated financial models using a blend of auto-refreshable queries from databases
