What We Do > Investment Insights > Private Banking Services

Private Banking Services

Providing customized research solutions to private banks around the world

Blogs | Forecast: Top Venture Capital Market Trends In 2023

Preferred research 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.

We have executed engagements of varying 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.

Private Banking Services & Support

What We Offer

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 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

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 providing research edge

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

Who We Work With

Insights

SG Analytics Whitepaper 5G, 6G, and the Next

White Papers

5G, 6G, and the Next

The whitepaper on 6G technology sheds light on the future of communication networks over the coming years. It describes the upcoming need for a strong...

SG Analytics - IR - Whitepaper - The Return of Global Inflation

White Papers

The Return of Global Inflation

The world economy is entering what could turn out to be a protracted period of weak growth and elevated inflation, according to the World Bank. The global...

White Paper Digital Innovations Transform Investment Research

White Papers

Digital Innovations Transform Investment Research

In investment research, technology has become a key enabler providing faster access to actionable insights. Digital innovations in investment research, such...

Providing customized, white-labeled research solutions to advisory and discretionary teams of global private banks.