Quality of Earnings Reviews for a US-Based Hedge Fund

  • 25

    new ideas analyzed per year

  • 30%

    time savings

  • $600k

    annualized cost savings

  • 2

    outsourced analysts


CLIENT CHALLENGES
  • The client, an event-driven hedge fund, needed analysts to screen investment ideas. It needed a senior-level, highly skilled analyst with a strong background in financial accounting and investment research.
  • A typical review covers:
    • Complex modelling of operational and financial data to confirm quality of earnings
    • Review of thematic and industry research and comparison with peers
    • Writing of investment notes
OUR APPROACH
  • Extensively customized the forensic analysis model to suit the client’s investment due diligence process
  • Allocated a senior analyst with a strong financial and investment research background and ability to write investment notes
IMPACT DELIVERED
  • Screened 25 new investment ideas per year
  • Enabled the client to replicate an internal review mechanism to either confirm or contradict its investment review process
  • Helped the client save 30% of its time on performing investment research due diligence to focus on investment idea generation
  • Saved c.$0.6 annually for the client
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What we have done

Forensic Analysis & Corporate Governance Reviews for a US-Based Asset Manager
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach