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Private Banking Services

Providing customized research solutions to private banks around the world

Private Banking
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Preferred private banking solutions partner for private banks

SG Analytics has more than a decade of experience in handling research and analytical requirements of private banks around the world. We have an in-depth understanding of the process, from creating and covering scalable coverage universes to automation-led distribution and management of research.

As a leading private banking service provider, SGA has executed engagements of varying complexity and scope for global private banks, supporting them in strategy reports and screening newsletters and event updates. Our automation-powered solution, along with flexible engagement models, ensures quick and efficient coverage of the investment universe.

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What We Offer

Strategy and Investment Idea Support

Our deep understanding of multiple asset classes and market dynamics equips us to formulate optimum investment strategies and generate high-quality investment ideas for our clients.

Idea screening for bonds and stocks based on top-down and bottom-up approaches
Customizing weights and KPIs in the screening process to reflect client's investment preferences related to the 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

Our scalable, hybrid, and fully customized solutions allow clients to maintain and track large coverage universes across the globe.

Initiating coverage on new ideas to expand the approved universe as well as the recommended universe
Preparing company notes from simple tear sheets to detailed company notes with an 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 a flexible option for required frequency (quarterly, semiannual, or annual) and churn rates
Automated financial models with valuation provide a research edge

Research Production and Automation Solutions

Our focused team of RPA experts generates efficient semi-and-fully automated outputs to increase the ‘value per dollar spent for our clients.

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 visualization

Why SGA

Robust IT Infrastructure

Highly sophisticated IT infrastructure to securely share information

Global Partnerships

Partner of choice for leading global private banks

Scalable

Highly customized, scalable, and flexible solutions to cover large investment universes

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Who We Work With

Asset and Private Wealth Managers

Generate alpha and enhance the efficiency of advisory teams

Asset and Private Wealth Managers

Generate alpha and enhance the efficiency of advisory teams

Insights

White Papers

China Real Estate Signs of Moderation in Free Fall

Since the announcement of China's three red lines policy in August 2020, the real estate sector has been heavily impacted by it, eventually leading to a...

SG Analytics Whitepaper China Real Estate

White Papers

China Real Estate : Possible Light at The End of The Tunnel

Since the inception of the three red lines policy, China's real estate sector has been heavily impacted by it, which is leading to a liquidity crunch in...

White Papers

China Real Estate: Easing Policy Measures Insufficient for a Sharp Turnaround

The uncertainty in China’s real estate market continues to loom on investors’ minds. With homebuyers boycotting the mortgage payments on the...

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CASE STUDIES

How We Helped a Large-Scale Private Equity Firm With Investment Theme Creation and Decision in the Healthcare Sector

Renowned US-Based Healthcare Boutique Investment Bank

How We Helped a Renowned Private Equity Firm With Financial Planning & Analysis of Its Key Portfolio Company

How We Helped a Renowned Private Equity Firm With Identifying Investible Opportunities to Be Added to Its Portfolio

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Talk to our Experts

We bring you a team of experienced industry and domain experts having extensive subject matter prowess and a deep understanding of global capital markets.