Stock Brokerage and Trading Firms
Brokerages and trading firms partner with Acuity Knowledge Partners to reduce cost per research output, increase operational flexibility, and improve productivity. We help to increase senior analysts’ bandwidth. By having Acuity Knowledge Partners take on 30 – 75% of their coverage initiation and maintenance-related process, in-house teams are able to spend more time with clients, generate additional new ideas, and expand coverage at a faster pace than their competitors
Brokerage and Trading Firms – Support We Offer
- Structured Finance Services
Acuity Knowledge Partners works with specialised structured finance companies and securitisation desks at leading investment banks and institutional investors globally, supporting their key business functions such as asset finance, structuring, portfolio management, research, trading, risk analytics and reporting. Our analysts work as a natural extension of client teams, providing support on critical tasks such as the following:
Loan tape cracking
Bespoke cash flow/credit modelling
Sourcing, organising and mining market data, and tracking custom metrics
Sell-side/buy-side research and publication
Valuation, stress testing and scenario analysis
Custom database/technology and automation solutions
We take pride in our analyst pool with their multi-asset-class experience across functions in the securitisation space. Our deep domain understanding and tool-agnostic approach, coupled with in-house custom technology offerings, enable us to provide highly relevant, efficient and scalable solutions that seamlessly integrate with existing client systems and processes.
- Data Science
Global technology megatrends, regulatory developments, the competitive landscape and the rise of alternative data have been driving a paradigm shift in the capital markets ecosystem. Demand to find new avenues of alpha creation powered by data science techniques is at unprecedented levels. Acuity has been providing highly bespoke quantitative and technology-powered solutions to our buy-side and sell-side clients since 2005. To address growing demand in recent years, we launched a dedicated data science practice early in 2019 to provide unique and contextual insights based on artificial intelligence (AI) and machine learning (ML).
- Automated Financial Model Builder
- Navigator
- Broker Votes and Scorecards Automation Tool
- MIFID II Broker Votes and Analyst Scorecards
- Equity and FICC Analytics and Comp Builder
- Robo News and Intelligent Surveillance
- Publisher and COO Dashboards
- MIFID II Sales Analytics
- Data Aggregator and Cleanser
- Research Digitisation and Report Generator
- Interactive Charting and Readership Analytics
Brokerage and Trading Firms – Support We Offer
- Automated Financial Model Builder
- Navigator
- Broker Votes and Scorecards Automation Tool
- MIFID II Broker Votes and Analyst Scorecards
- Equity and FICC Analytics and Comp Builder
- Robo News and Intelligent Surveillance
- Publisher and COO Dashboards
- MIFID II Sales Analytics
- Data Aggregator and Cleanser
- Research Digitisation and Report Generator
- Interactive Charting and Readership Analytics
How we are different
Pioneer in capital markets, with two-decade record supporting global teams on equity, credit, ESG and macro/quants research; data science and research publishing
Delivery centres in Bangalore, Gurgaon, Colombo, Beijing and San José, providing multi-language, near-shore and offshore support amid heightened competition for talent
Internal network of sector experts and trainings, CFA-accredited training programmes and continued education programmes, which ensure highly trained and effective analysts support multiple asset classes and functions of stock brokerage and trading firms
Strong experience partnering with offshore captives of brokerage and trading firms to provide required expertise and value
Experience helping investment banking clients set up virtual captives to realise long-term strategic objectives
What we have done
Derivative Structuring for a Europe Based Investment Bank
What we are proud of
$350k
in annualized cost savings
5X
increase in annual bespoke hedging pitches
Quants Index Support for a Europe-based Investment Bank
What we are proud of
$3.5m
annualized cost savings
40,000
indices being supported
Research Production for a European-based Investment Bank
What we are proud of
>50%
savings in staffing costs
25%
increase in outreach
Our perspective on Brokerages and Trading Firms
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Meet our experts
Chamara Gunetileke, CFA
Senior Director, Specialized Solutions
Chamara Gunetileke leads the Quant Equity Strategy practice at Acuity Knowledge Partners. He has over 14 years of experience in capital market research outsourcing across the equity, fixed income, and quantitative services verticals. He currently mentors several teams on end-to-end equity strategy development, from ideation and quantitative analysis/interpretation to professional research writing. Prior to this, he handled the scoping and execution of new equity and credit businesses at the Colombo office. He has provided offshore analyst support to equity and credit teams covering North America for large sell-side firms. Chamara is a CFA Charterholder and also holds a bachelor’s degree in Science.
Pedro Armstrong
Managing Director, Americas Sales
Pedro Armstrong is a Managing Director at Acuity Knowledge Partners and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Acuity Knowledge Partners, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.
Chanakya Dissanayake
Managing Director/Country Head, Sri Lanka, Head of Investment Research
Chanakya Dissanayake leads the investment research vertical at Acuity and counts over 16 years with the firm. In addition, Chanakya manages the Colombo delivery center that provides investment research, quant – data science , commercial lending and FMS services. Investment research vertical is responsible for the buy-side, sell-side and private wealth management clientele that obtains equity and fixed income research from Acuity. Chanakya is a CFA charterholder and a fellow member of ACCA (UK) and CIMA (UK).
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