-
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
Thank you for sharing your details
Your file will start downloading automatically
If it does not download within 1 minute,
Share this on
