Support to US mid-market investment bank to enhance and deepen equity coverage

  • $1M

    in annual saving

  • 400

    stocks covered

  • 50%

    more time for onshore team to focus on higher-value-added tasks


CLIENT CHALLENGES

  • The client required our support in managing quickly expanding research coverage through initiation
  • Material challenges included cost pressure and long time to market

OUR APPROACH

  • A team was established, consisting of well-qualified (MBA, M.Com, CA, CFA) analysts with an average experience of about four years
  • Acuity analysts were tasked to work mainly on coverage initiation to quickly expand the coverage universe
  • Major tasks included financial modelling, writing initiation notes, database management and earnings support

VALUE DELIVERED

  • Hassle-free end-to-end initiation
  • Reduced time to market
  • Up to 50% cost saving
  • Greater bandwidth for higher end tasks
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on

What we have done

Front-office research and analytics support to US-based large investment bank
What we are proud of

$5.5m

in annual saving

90

Acuity analysts supporting various research teams

14 years of successful engagement providing Sell-side equity research solutions
What we are proud of

$1.5M

in annual cost saving

600

stocks under active coverage

Emerging market credit research support to leading Singaporean bank
What we are proud of

$300k

in annual cost saving

100+

bonds issuers covered

Equity research support in Mandarin to bulge-bracket US-headquartered investment bank
What we are proud of

50%

cost saving

35+

client analysts served