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Quick ramp-up of research coverage
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An efficient mix – 40% onshore:60% Acuity
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Over 50% productivity gains; more client-facing time
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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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