Equity Research Support for a Europe Based Asset Manager

  • ~50

    Support to analysts across 4 client research groups

  • 1200

    models standardized and 650 results updated every quarter

  • ~75

    industry reviews and 9 additional due diligence reports

  • 7

    flagship products and 350 valueadditions across sectors


CLIENT CHALLENGES
  • The client wanted to outsource secondary research work
  • This would release the bandwidth of its onshore analysts to focus on primary research, conduct in-depth analysis, expand coverage,and improve time to market
OUR APPROACH
  • Initially supported the client’s Europe team in building and maintaining financial models, industry databases and charts (absolute/relative analysis of stock performance/valuations, etc.)
  • Split the team into sectors to mirror client analyst team setup
  • Conducted training and twolayered quality checks, and created documentation (SoPs)
  • Held monthly calls with Directors of Research to gauge analyst productivity and work trends
IMPACT DELIVERED
  • Migrated ~1,200 models to a standard template, aiding the portfolio manager’s decisionmaking process
  • Reduced turnaround time and improved efficiency by 30% for some standard tasks
  • Helped client analyst transitions by maintaining models during the handover period
  • Rolled out value additions, helping broadcast client analyst ideas across sectors
  • Extended supported to other teams and supported portfolio managers and Directors of Research on an ad hoc basis
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What we have done

Equity Research for a Europe Based Investment Bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach

Research Production for a European-based Investment Bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach