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.
Why sell-side research firms partner with Acuity
Cost saving
Revenue generation Enhanced coverage Achieve 30-70% cost savings compared to the fully loaded cost of onshore resources in major financial hubs
Revenue generation
Develop innovative research products by leveraging Acuity’s extensive domain knowledge and advanced technological capabilities
Delegate essential but non-critical tasks to Acuity to sustain concentrated focus on revenue-generation
Enhanced coverage
Widen coverage and accelerate time to market
Gain access to top-tier talent
Gain access to a diverse pool of multilingual professionals
Improved operational efficiency
Scale operational capacity as per demand and seasonal variations
Leverage Acuity's cutting-edge technology stacks and profound domain expertise to drive operational efficiency
Optimal ROI of research sales and distribution
Utilise Acuity's research management and analytics services to strategically target clients with tailored research, optimising return on investment (ROI)
Talent retention
Enhanced job satisfaction for onshore junior staff
Reduce attrition rates among junior onshore employees.
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 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 forecasting and research
Forex fair-value modelling
Identification of trends
Data analysis and reporting
Coverage of central-bank activity
FX strategy
Fundamental research
Technical research
Daily monitoring and reporting support
Data collection and analysis
Demand-supply models
Trading and hedging strategies
Macro research
Forex research
Commodity research
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
Customer Testimonials
‘We have been consistently impressed by the exemplary support provided by Acuity Knowledge Partners. Their timely and rigorous research, underpinned by thorough due diligence, has been instrumental in our decision-making processes. Their contributions are highly appreciated and integral to our success’.
Canadian multinational investment bank
‘The (Acuity) analyst has been a great asset to the team…She enables the team to uphold the principle of producing data-driven research’.
UK-headquartered multinational investment bank
‘The (Acuity) analyst is an absolutely excellent support to our team, and integral to all our day to day work. Her modelling and data handling skills are excellent, and does very well with complex tasks. The (Acuity) analyst has great attention to detail and proactively flags where things have been missed or could be improved’.
US-based bulge-bracket sell-side research firm
‘The (Acuity) Analyst’s work in and out of earnings has been fantastic. The quality of her product is typically error-free…. She is a critical part of our research process, particularly during earnings. We are able to leverage her ability to plug models quickly and accurately, and her help with ad hoc projects have been instrumental’.
US-based regional bank
‘I wanted to emphasise that (Acuity) Analyst is an incredibly strong consultant and a very important, integral part of our team and process. He works very hard and is always efficient, accurate, proactive and consistent in his approach. He sets very high standards for himself and we value his work incredibly highly’.
US-headquartered large investment bank
‘The Asia research team’s work quality has been consistently excellent and they have always provided deliverables on time or earlier than expected’.
UK-based large sell-side research firm
Automation and workflow management platforms
Advanced AI-based tool designed to revolutionise the credit report writing process
Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algori
How we are different
Market leadership
High-quality support
Deep domain knowledge and experience
Flexible engagement model
Domain-led technology capabilities
What we have done
Front-office research and analytics support to US-based large investment bank
What we are proud of
$5.5m
in annual saving
90
Acuity analysts supporting various research teams
Support to US mid-market investment bank to enhance and deepen equity coverage
What we are proud of
$1M
in annual saving
stocks covered
400
14 years of successful engagement providing Sell-side equity research solutions
What we are proud of
$1.5M
in annual cost saving
600
stocks under active coverage
Emerging market credit research support to leading Singaporean bank
What we are proud of
$300k
in annual cost saving
100+
bonds issuers covered
Equity research support in Mandarin to bulge-bracket US-headquartered investment bank
What we are proud of
50%
cost saving
35+
client analysts served
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