-
$15-18
annualized cost savings
-
$150m+
in savings since inception
-
500+
stocks under coverage
-
15%
technology-driven efficiencies
CLIENT CHALLENGES
- 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
OUR APPROACH
- 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
IMPACT DELIVERED
- 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
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