Private Banking

Providing customized research solutions to private banks around the world

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

Partner of choice
for leading global
private banks

Partner of choice for leading global private banks

Research findings augmented with analytical capabilities to generate sharper insights

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

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

Unique perspective on working with tech companies and bringing ‘Product’ thinking

Automation-driven solution to ensure a quick turnaround and 'ready-to-send' output

Automation-driven solution to ensure a quick turnaround and 'ready-to-send' output

Experienced consultants with deep sector expertise and rich experience

Highly sophisticated IT infrastructure to securely share information

Highly sophisticated IT infrastructure to securely share information

Partner of choice
for leading global
private banks

Partner of choice for leading global private banks

Research findings augmented with analytical capabilities to generate sharper insights

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

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

Unique perspective on working with tech companies and bringing ‘Product’ thinking

Automation-driven solution to ensure a quick turnaround and 'ready-to-send' output

Automation-driven solution to ensure a quick turnaround and 'ready-to-send' output

Experienced consultants with deep sector expertise and rich experience

Highly sophisticated IT infrastructure to securely share information

Highly sophisticated IT infrastructure to securely share information

What We Do

Strategy and Investment Idea Support

SG Analytics

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

SG Analytics

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

SG Analytics

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