Cross-asset research solution for a European PWM

  • Quick ramp-up of research coverage

  • An efficient mix – 40% onshore:60% Acuity

  • Over 50% productivity gains; more client-facing time

  • Over USD5m in savings and deadlines met seamlessly


Client challenge
  • Needed an economically viable solution to increase coverage 4x across equities and credit securities
  • High resource cost and constrained budgets
  • Tight timelines
Our approach
  • Acuity deployed 30 analysts from its Investment Research team to support the client’s research team in writing pre-final-form white-labelled research reports
  • Acuity’s core team was a mix of sector specialists, CFAs, Chartered Accountants and MBAs
  • Partnered with client’s research team to design, finalise and test template to ensure standardised approach is followed across coverage universe
  • We covered listed equities and credit issuers in the US, Europe and Asia
Impact delivered
  • Enhanced coverage within a short period of time
  • Provided timely coverage of 100% of equity releases for their quarterly earnings and key company updates, strictly following client requirements, style guides and formatting, significantly improving time to market
  • Credit research coverage included regular updates for both active and passive universes
  • Standardised processes, automated key tasks and enhanced operating efficiency
  • Current composition of the client’s equity and credit research team: 40% onshore analysts and 60% Acuity analysts, clearly demonstrating the value derived from a longstanding relationship with Acuity
  • We estimate annual cost savings of over USD5m
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What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Macroeconomic Research Support for a UK-based Bulge Bracket Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Automation of Futures Rolling Analytics for Futures Trading Desk of a Global Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Debt Capital Markets Support for a APAC-based, mid-sized Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Portfolio Research and Operations for an Institutional Asset Manager
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Pre-issuance deal structuring support to an institutional investment bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Presentations & Graphics Services for an European Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Fund Marketing Services for a Europe-based Asset Manager
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Understanding Perception Regarding a Particular Drug
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Improving performance of customer service function
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Market Assessment – Online Banking Services
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Centralization and Automation of Updates
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Building an Integrated Global RFP Support Team for a Europe-based Asset Manager
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Web Content Management for a US-based Asset Manager
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

IB Analytics for a Europe Based Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Derivative Structuring for a Europe Based Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Private Equity Investment for a US-based Global Private Equity Firm
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Investment Management, Research and Operations for an Institutional Asset Manager
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Data Analytics for Global Top 5 Hedge Fund
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Quantitative Services for an European Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Sales & Marketing Literature Review Support for US-Based Global Asset Manager
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

CDB Updates for a Top 15 Global Asset Manager
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Business Information Services for Asia-focused Mid-Size Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Quants Index Support for a Europe-based Investment Bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Structured finance research and analytics support to a global investment bank
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

Operational Process Efficiency Improvement for a Leading ERP Software Provider
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time