Sell-side Research Support

Our approach

The pressure on sell-side research firms and broker-dealers to ‘do more with less’ has peaked. Confronted with technological advancements, evolving regulations and shrinking research budgets, these firms are devising ways to capture a larger wallet share of their clients. For example, they (and broker-dealers) are constantly adjusting their research coverage and offering differentiated services to grab institutional investors’ attention, as well as address the hazy socioeconomic environment and clients’ dynamic needs.

A number of sell-side research firms and broker-dealers collaborate with Acuity Knowledge Partners (Acuity) to cut costs, broaden and deepen their research universe, shorten time to market and attain operational flexibility.

Who we serve

Corporate and Investment Banks
Broker-dealers
Boutique sell-side research firms
Independent research and advisory firms

Support We Offer

Equity Research

Coverage Initiation and Maintenance
- Financial Modelling
- Report writing
- Background Research
- Valuation support
- Earnings season support
News alerts and Monitoring
Thematic and sector research
Channel checks and Primary market research surveys
Marketing and roadshow support

Fixed Income and Credit Research

Investment Grade Research
High Yield Research
Emerging Market Debt
Developed Market
Sovereign, Supranational and Agency
Public Finance and Municipals
Structured products
Distressed debt
Leveraged finance
Convertibles
LIBOR transition
Unrated issuers – shadow rating

Index research

Index data and analytics
Index creation and testing
Index operations
Reporting and client servicing

Research publishing services

Supervisory analyst (series-16 certified) review and approval
Research content review (editing and regulatory review)
Research content creation and repackaging
Formatting, design and publishing
Publishing platform administration
Research content distribution (via platform, portal, email and audio/video)

Research operation services

Customer relationship management support
Research data management support
Corporate access support
Expense and invoice management support
Operational and research administration support
Broker vote analytics
Business intelligence support
Executive assistant support

Technology solutions

Bespoke enterprise application/tool development
Application reengineering, migration and maintenance
Platform implementation
Platform, system and data integration services
Application maintenance and support services
ETL services
Research data warehouse
Process automation and optimisation
MIS reporting and support services

ESG research

Company databases with ESG indicators
ESG scoring of companies and benchmarking
SDG impact analysis of companies’ businesses
Company ESG reports
Thematic, sector and country ESG reports

Macro, forex and commodity research

Macro research

Macro strategy and research
Econometric modelling and forecasting
Investment-strategy back-testing
Sovereign reports and thematic research
Identification of macroeconomic trends
Market wrap-ups and news trackers
Global macroeconomic calendars
Macro database management

Forex research

Forex forecasting and research
Forex fair-value modelling
Identification of trends
Data analysis and reporting
Coverage of central-bank activity
FX strategy

Commodity research

Fundamental research
Technical research
Daily monitoring and reporting support
Data collection and analysis
Demand-supply models
Trading and hedging strategies

What we bring to the table for sell-side research firms

40+

client engagements, contributing to our best practices

Up to 50%

cost saving compared to onshore expenses,

23+

years of deep domain knowledge – 6k+ companies, 50k+ models, expertise in 37 sectors

1,000+

research experts, supporting public markets

Automation and workflow management platforms

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Advanced AI-based tool designed to revolutionise the credit report writing process

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

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How we are different

Market leadership

Acuity is the dominant market leader in assisting sell-side research firms with research and operational support. We understand our clients’ operations and have a proven ability to meet and exceed requirements. We support 10 of the top 15 global banks on diverse functions. Our eight delivery centres in Asia, Europe and the Americas follow a seamless follow-the-sun model.

High-quality support

Our brand, record and client base help us attract the best talent. Our internal network of domain experts, training programmes and technology tools helps us deliver top-notch research support services.

Deep domain knowledge and experience

Acuity is the strategic partner of global banks for all businesses and support areas. We provide an overarching breadth of coverage spanning functions and research products. Our over two decades of domain experience help us deliver unparalleled value to more than 250 global and regional banks.

Flexible engagement model

Our flexible staffing model supports diverse project requirements, enabling us to scale up or down, based on demand dynamics and seasonality factors. We offer dedicated, pool-based and fee-based engagement models for research support.

Domain-led technology capabilities

We fulfil the digital transformational needs of the financial services sector, blending technology and domain expertise to deliver real business outcomes such as enhanced research throughput and truncated time to market.