Equity Research

Customised equity research services that combine fundamental research with alternate data, ESG and technology-driven insights

Equity Research Services

Our highly qualified and experienced equity research analysts work as an extension of the teams of global investment managers and research analysts. We support equity research firms in finding new investment opportunities, expanding coverage, and staying abreast of industry, regulatory and technology trends, and evolving company performance. Our equity research teams of fundamental research and data experts provide customised equity research services by combining alternative data, ESG and technology expertise (e.g., our BEAT suite of tools) to provide differentiated research insights across sectors. We employ one of the largest pools of research analysts with higher professional degrees in finance (such as CFA and CPA), well supported by our Training and Knowledge Management team through a CFA Institute-accredited equity research training programme.

Automation and workflow management platforms

How we are different

Research pedigree
Research pedigree

Over 90 active clients in fundamental research

Nearshore capabilities
Nearshore capabilities

A “follow-the-sun” model, with equity research teams in San José, Beijing, Colombo, Bangalore and Gurgaon for a seamless equity research outsourcing support

Automation philosophy
Automation philosophy

Combining technology and processes with people to automate time-consuming data-related tasks

Multi-language capabilities
Multi-language capabilities

Ability to provide equity research support in multiple languages to top equity research companies

Scalability
Scalability

600+ fundamental research analysts and an active bench

Stronger levels of service quality
Stronger levels of service quality

Customised equity research solutions provided by a highly qualified and experienced talent pool supported by a strong governance mechanism

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What we have done

Support for Consulting and Corporate Firms
Equity Research for a Europe Based Investment Bank
What we are proud of

$15-18 M

annualized cost savings

15%

technology-driven efficiencies

Support for Consulting and Corporate Firms
Equity Research Support for a Europe Based Asset Manager
What we are proud of

1,200

models standardized and 650 results updated every quarter

~75

industry reviews and 9 additional due diligence reports

Support for Consulting and Corporate Firms
Research Production for a European-based Investment Bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach

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Meet our experts

Mohit Mittal

Director, Investment Research

Mohit Mittal has 10 years of experience in research and advisory, financial modeling, business planning, team management and training. During his eight-year tenure at Acuity Knowledge Partners, Mohit has handled various positions of responsibility and leadership, including managing the Investment Research business for Acuity Knowledge Partners China. He contributes to the company’s automation initiative – Business Excellence and Automation Tools – and currently manages several client delivery teams, in addition to setting up new teams/projects.

Mohit Mittal
Ramesh Punugu

Director, IR

Ramesh has over 19 years of experience in global capital markets – research and investment banking. Prior to joining Acuity Knowledge Partners, Ramesh worked with the offshore research and analytics units of Crisil and iGate, managing sell-side research and investment banking teams for global clients. He started his career as an investment banker at Ind Global Financial Trust (currently part of Ernst & Young’s corporate finance practice in India), advising companies on M&A and capital raising. He holds an MBA and a bachelor’s degree in Technology.

Ramesh Punugu
Pedro Armstrong

Managing Director, Americas Sales

Pedro Armstrong is a Managing Director at Acuity Knowledge Partners and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Acuity Knowledge Partners, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.

Pedro Armstrong
Chanakya Dissanayake

Managing Director/Country Head, Sri Lanka, Head of Investment Research

Chanakya Dissanayake leads the investment research vertical at Acuity and counts over 16 years with the firm. In addition, Chanakya manages the Colombo delivery center that provides investment research, quant – data science , commercial lending and FMS services. Investment research vertical is responsible for the buy-side, sell-side and private wealth management clientele that obtains equity and fixed income research from Acuity. Chanakya is a CFA charterholder and a fellow member of ACCA (UK) and CIMA (UK).

Chanakya Dissanayake
Balaji Ramakrishnan

Senior Director, EMEA Sales Head - Banking and Asset Management

Balaji Ramakrishnan leads Europe and Middle East business development for Acuity. Having spent his formative years in core banking technology operations, he brings a deep understanding of credit processes and the ability to make analytics-driven decisions. He works closely with senior client stakeholders as a trusted partner, shaping the business case for scaled efficiencies through centralisation, standardisation and intelligent automation within Commercial Lending and Asset Management verticals.

Balaji has established long-term partnerships with banks, asset managers and insurance firms across a number of front and middle office transformation initiatives over the past 20 years. Prior to Acuity, he worked at Accenture and Oracle, serving European financial services clients. He holds an MBA from the London Business School.

Balaji Ramakrishnan
Marie Filotti

Director, APAC Business Development

Marie Filotti heads APAC Business Development at Acuity Knowledge Partners and is based in Hong Kong. She joined the firm in 2018 after 13 years in Investment Banking and Capital Markets, mainly at Nomura (previously Lehman Brothers), and also worked on the corporate side, having run Investor Relations at a China-based ASX-listed gas company. She uses her experience in the industry to advise our clients on best practices in implementation of engagements across all sectors. Marie holds a BA from Yale University and a Masters in Finance from Sciences-Po Paris.

Marie Filotti
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