Equity Research Outsourcing Services

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

Equity Research Consulting 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 services to equity research firms 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.

Equity Research Services & Support We Offer

Equity Research Services

  • Idea Generation and Validation

  • Coverage Initiation and Maintenance

  • News Alerts and Monitoring

  • Background Research

  • Thematic and Sector Research

  • Dailies and weeklies – sector and macro

  • Monitoring and Synthesizing Broker Research

  • Marketing Support

  • Specialised Research – Corporate governance and ESG analysis

  • Channel checks and Primary Market research surveys

Automation and workflow management platforms

Aura - Automated Financial Data Extractor

Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algorithms.

Aura - Automated Financial Data Extractor

AI-/ML-based training models/algorithms learn the way you append data and updates financial taxonomies automatically at the back end

Best-in-class lookback referencing functionality that empowers auditors

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 support to equity research firms 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 solutions for equity research companies provided by a highly qualified and experienced talent pool supported by a strong governance mechanism

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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