Equity Research for a Europe Based Investment Bank

  • $15-18

    annualized cost savings

  • $150m+

    in savings since inception

  • 500+

    stocks under coverage

  • 15%

    technology-driven efficiencies

  • The client, a large European investment bank, wanted to set up an enterprise-wide strategic offshore research support team to
    • increase equity research coverage across US, European and Asian markets
    • leverage offshore support for credit and strategy research
    • lower costs and increase flexibility
    • free up bandwidth for onshore teams to focus on value-added areas
  • Assembled an analyst team based on discussions with onshore analysts on the tasks likely to be offshored, and the corresponding skill levels required
  • Put in place one-on-one and pooled structures to meet various client requirements
    • in the one-on-one model, analysts interact directly with the onshore analysts and supervisors manage the engagement
    • in the pooled structure, supervisors manage work allocation, quality control and delivery
  • Deployed analysts with sectorspecific knowledge to facilitate one-on-one dedicated research


  • Expanded coverage into newer sectors and geographies
  • Enabled the client to perform high-value activities such as marketing, idea generation, and research-intensive and monitoring tasks
  • Provided operational flexibility and access to extensive research services on short notice
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on