Overview
The primary goal of research and investment teams at hedge funds, asset managers, brokerages, research houses, family offices, and private wealth managers is to generate investment ideas and alpha. While research remains their core activity, peripheral operational activities constitute an integral part of the research process.
Increasing requirements related to internal and external reporting, compounding client and research touchpoints, growing data management challenges and opportunities, and the need to stand out among competitors, have been quite challenging for business managers. Employee attrition and finding the right talent in a progressively dynamic business environment have made the situation more complex. Business managers have been looking for flexible solutions externally to help improve the quality of research, improve client experience, and expand business operations while keeping costs in check.
At Acuity, we partner with research and investment teams to manage a host of these peripheral research operational tasks, such as customer relationship management (CRM) and data management, broker vote management, expense and invoice tracking, business intelligence support (including readability statistics, custom charting and powerful dashboards, and interactive visualization via Tableau and PowerBI), and research admin support, including personal assistants.
With this, Acuity also helps clients eliminate the time spent on managing the functions – hiring, training, and retaining –as clients are able to tap into Acuity’s large pool of experienced and skilled resources with relevant domain expertise.
Research Operations support we offer
- De-duplication of data such as client, account and client activity details
- Regular bulk cleansing using SQL to ensure real-time data quality
- Bridging data gaps using third-party databases and Python codes
- Data validation and migration
- Data management and ongoing administration
- End-to-end CRM implementation of Salesforce, Dynamics, DealCloud, etc.
- Deployment of CRM administrators, developers and business analysts to support implementation
- Travel & expenses process management
- Data subscription & other vendor invoice process management
- Reconciliation with contracts & internal processes
- Approval coordination with different stakeholders and authorisation points
- End-to-end process management until final payment is completed
- Periodic reports and analysis
Research Operations support we offer
- De-duplication of data such as client, account and client activity details
- Regular bulk cleansing using SQL to ensure real-time data quality
- Bridging data gaps using third-party databases and Python codes
- Data validation and migration
- Data management and ongoing administration
- End-to-end CRM implementation of Salesforce, Dynamics, DealCloud, etc.
- Deployment of CRM administrators, developers and business analysts to support implementation
- Travel & expenses process management
- Data subscription & other vendor invoice process management
- Reconciliation with contracts & internal processes
- Approval coordination with different stakeholders and authorisation points
- End-to-end process management until final payment is completed
- Periodic reports and analysis
How we are different
What we have done
Executive assistant/personal assistant support under operational and research admin support
What we are proud of
40%
cost saving
Hassle-free execution
T&E and invoice processing
What we are proud of
40%
increase in efficiency
Increase in data accuracy
CRM and business intelligence
What we are proud of
40%
cost saving
c.40%
increase in onshore bandwidth
Our Perspective on Research Operations
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