Providing customized research solutions to private banks around the world
Strategy and Investment Idea Support
Strategy and Investment Idea Support
Coverage Expansion and Maintenance
Coverage Expansion and Maintenance
Research Production and Automation Solutions
Research Production and Automation Solutions
Preferred ResearchPartner ForPrivate Banks
SG Analytics has more than a decade of experience in handling research and analytical 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
What We Do
Strategy and Investment Idea Support
Our deep understanding of multiple asset classes and market dynamics equip 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 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 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
- 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
