-
$1.5M
in annual cost saving
-
600
stocks under active coverage
-
50%
more time for onshore team to devote to higher-value-added tasks
CLIENT CHALLENGES
- The client wanted a cost-effective solution to perform repetitive and time-consuming research tasks such as financial analysis, database management, news flow analysis and research report writing
OUR APPROACH
- We set up a team of 20 analysts to support the client team of 35 lead analysts
- Our well-trained team covered diverse sectors such as industrials, healthcare, technology and consumers
- Significant activity included building and maintaining both financial models and industry databases, preparing notes on the company’s earnings and management meetings, offering initiation coverage support, and performing sector news flow analysis and trends
VALUE DELIVERED
- Significant cost saving
- Faster time to market
- Increased coverage
- Additional time to onshore analysts for value-added tasks
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