Private Banking Research Services

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.

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.

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.