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.
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.
05
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.
06
Compliance Support and Performance Analysis
Ensuring adherence to regulatory requirements and conducting thorough performance evaluations.
Strategic Partnerships
01
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.
02
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
01
Comprehensive Coverage Building
We develop and maintain extensive coverage universes across various industries, sovereign entities, and rating categories.
03
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.
04
Multilingual Research Outputs
Our team delivers diverse research documents, including company notes, fund factsheets, and strategic notes, in multiple languages.
05
Flexible Engagement Models
We offer hybrid, scalable engagement solutions that allow for rapid expansion or reduction in coverage as needed by our clients.