Research Publishing Services

We offer review/approval support by Series-16-certified Supervisory Analysts (SA). In addition to relevant experience, our SAs have prior experience as equity research analysts or editors from well- known global financial services firms. Most SAs we hire have at least 10 years of total work experience and need minimal handholding. The client is required to share firm-specific documents and carry out basic training before the SA commences work. We offer senior editors that the client can sponsor for the S-16 exam. These editors already carry out pre-SA work and can sit for the exam within three months of joining the client.

Our SAs perform the following tasks:

• Edit research reports for clarity, commerciality, style and flow
• Ensure compliance with firm's guidelines, policies and procedures
• Ensure that research complies with SEC and FINRA rules and regulations
• Ensure that research is fair and clear
• Assess the accuracy of data
• Interact with management, research analysts, legal, compliance and colleagues to ensure reports meet the firm’s policies and standards

Please also see our dedicated web page for Supervisory Analyst services for further details.

Our editors have 15 years’ editing experience, on average; most of them hold a postgraduate degree in English or Finance and have worked as journalists at reputed international news organizations or as editors at bulge-bracket global financial services firms.

They have experience in working on varied content – from equity, fixed income, economic, and strategy research to fund newsletters and marketing material, including blogs and whitepapers.

Our editing services include the following:

• Proofreading/substantive editing:
  • Editing reports for grammar, structure, logic and arguments, balance and commerciality
• Regulatory review:
  • Pre-empting and resolving regulatory/compliance-related issues within a document, including for issues, such as promissory and exaggerated language, negative management commentary, assertions without a sound basis, M&A-related discussions without adequate sourcing, touting, front-running and circulation of rumours
  • Verifying data for accuracy and integrity
  • Ensuring adherence to firm policies, such as rules related to internal approvals prior to publishing

Our content developers have over 10 years’ experience, on average; they possess advanced degrees in finance or journalism.

They have extensive experience working with subject matter experts to develop educational content for client engagement, including materials for websites and social media. Their expertise also covers creating scripts for podcasts and videos, creating blogs from panel discussions and repackaging content for marketing collateral such as brochures, flyers, and emails.

Please also see our dedicated web page for Research Content services for further details.

Our Formatting and Publishing Specialists have 12 years of experience, on average, in formatting and publishing services, having also worked with bulge-bracket global financial services firms earlier. They are well versed in the use of MS Office and the Adobe Creative suite of products.

We offer the following services:

• Formatting support:

  • Format research reports, proposals and marketing material, including PowerPoint presentations, as per the client’s template and branding guidelines

  • Coordinate, compile and format conference books, newsletters and special research reports

  • Collate data and create and format presentations, fund factsheets and pitchbooks

  • Create templates and manage rebranding/template migration processes

  • Convert data/hand-written notes into slides

• Publishing support:

  • Manage Research Publishing platforms (including FactSet Partners, Blue Curve, BlueMatrix) – update and manage the database, coordinate database changes (in case of transfer/termination/suspension of coverage) with Bloomberg/Reuters

  • Prepare dailies/newsletters from various sector/country teams

  • Troubleshoot distribution-related issues for analysts and clients

  • Manage workflow for morning calls

Our design specialists/graphic designers have 12 years’ experience, on average, in delivering design solutions that have high visual impact and stand out in the internal and external markets. They lay out content and design material to make them ‘intuitively obvious’ and easy on the eye. They also edit digital content such as 2D animation videos and podcasts as part of our research marketing services support

Our design specialists:

Work on a range of products, including research reports and newsletters, presentations/factsheets, brochures, flyers and posters, product-related literature, and investor updates/communication

Develop high-end marketing material out of basic conceptual themes using MS Office and Adobe Creative suite of products

Provide high-quality visualisation support by creating infographics and a suite of PowerPoint slides

Design layouts, retouch photographs, create animations and convert documents into interactive PDFs

Convert PDF files and handwritten documents to MS Word PowerPoint and Excel files, as per branding specifications

Use MapInfo for plotting locations and other geographical aspects on maps

Edit corporate video content (e.g., explainer videos and 2D animation videos) and convert simple information into visually appealing motion graphics

Include animated infographics, sound and visual effects to increase the video’s organic reach

Edit and mix podcasts, ensuring fluidity and consistency

Create storyboards and podcast scripts as per the client’s brief/request

Well versed in the use of MS Office solutions and Adobe Creative suite of products

Our translators have 10 years’ experience, on average, in translating complex financial content. The teams are based out of our Beijing and Costa Rica offices and are knowledgeable in financial terminology and accounting

Our translators:

Translate English to Chinese and vice versa (supported by our China office)

Translate English to Spanish and vice versa (supported by our Costa Rica office)

Translate in other languages such as Japanese, Korean and Arabic

Work on a range of publications such as market commentaries, annual financial reports, fund factsheets/pitchbooks and marketing collateral

Work on highly technical materials such as equity research publications and capital market updates