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Financial Solutions

We collaborate with a diverse range of financial institutions including institutional asset managers, hedge funds, single and multi-family offices, independent money managers, and fund houses.

1

Partnerships with Financial Entities

We collaborate with a diverse range of financial institutions including institutional asset managers, hedge funds, single and multi-family offices, independent money managers, and fund houses.

2

Strategic Partnerships

We collaborate with independent credit rating houses, ESG rating houses, and global exchanges, covering a diverse range of asset classes including equities, bonds, and commodities.

3

Collaborative Partnerships

We establish strategic alliances with advisory teams, discretionary teams, investment strategy groups, and independent wealth managers.

Partnerships with Financial Entities

01

Idea Screening and Generation

Comprehensive analysis across sectors and markets to pinpoint viable investment opportunities

03

 In-depth Financial Modeling

Detailed financial models to support investment decision-making processes.

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Fund Factsheets and Benchmarking

Essential documentation and comparative analysis to gauge fund performance against benchmarks.

02

Investment Opportunity Identification

Utilizing trend analysis and meticulous monitoring to uncover promising investments.

04

Company and Sector Analysis

Tailored notes for investment committee presentations, providing critical insights on specific companies or sectors.

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Compliance Support and Performance Analysis

Ensuring adherence to regulatory requirements and conducting thorough performance evaluations.

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Strategic Partnerships

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Multi-Domain Support

Leveraging our cross-functional expertise, we provide comprehensive support across various asset classes, addressing aspects such as risk management, regulatory compliance, interest rates, and macroeconomic trends.

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Research Products

We deliver a variety of research outputs including newsletters, event summaries, and regular market updates to keep you informed and ahead in the market.

03

Rating Model Development

We specialize in building and maintaining bespoke rating models utilizing the client's proprietary methodologies to ensure accuracy and relevance in assessments.

Collaborative Partnerships

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Comprehensive Coverage Building

We develop and maintain extensive coverage universes across various industries, sovereign entities, and rating categories.

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Specialized ESG Research

We provide tailored research on environmental, social, and governance (ESG) factors to complement and enhance in-house sustainability mandates.

02

Investment Idea Generation and Validation

Our processes align with the client's investment philosophy to ensure that all investment ideas are both innovative and applicable.

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Multilingual Research Outputs

Our team delivers diverse research documents, including company notes, fund factsheets, and strategic notes, in multiple languages.

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Flexible Engagement Models

We offer hybrid, scalable engagement solutions that allow for rapid expansion or reduction in coverage as needed by our clients.

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