Equity research support to a bulge-bracket US-headquartered investment bank

  • 15

    sectors supported

  • 35+

    client analysts served

  • 50%

    cost saving achieved


CLIENT CHALLENGES

  • The client required Mandarin-language equity research support for its APAC onshore teams in order to considerably increase its coverage on the mainland
  • Key client challenges:
  • With no presence on the mainland, it was difficult for the client to set up a research team
  • The client wanted to reduce time to market and was looking for an immediate solution
  • Managing research costs was also a major challenge

OUR APPROACH

  • Worked closely with the client to identify highly skilled analysts for the different sector teams
  • Adopted a rigorous hiring process for China research analysts
  • Implemented Acuity’s best practices to accelerate the learning curve and minimise issues
  • Stabilised the work through regular communication between teams
  • Implemented a strong supervisory process to ensure high-quality support

IMPACT DELIVERED

  • Enabled the client to expand coverage universe in China
  • Staffed senior and experienced analysts in a cost-effective manner
  • Reduced costs by freeing up bandwidth of onshore teams to engage in higher-value-added tasks
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What we have done

Equity research support to a global asset manager
What we are proud of

200+

companies screened per year

Credit research support to an APAC trading desk
What we are proud of

3,500

hours of annual support provided

50%

around cost saving achieved