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
- Automated Financial Model Builder
- 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
in annualized cost savings
increase in annual bespoke hedging pitches
Quants Index Support for a Europe-based Investment Bank
What we are proud of
annualized cost savings
indices being supported
Our perspective on Brokerages and Trading Firms
Harmonised European covered bonds in sight, but .....
Key takeaways Covered bonds are an integral part of European bank fundi.....Read More
Foreign automakers – not much to lose from exi.....
Key takeaways Most international auto companies have stopped their operatio.....Read More
Portfolio diversification through gold- adding m.....
“I view diversification not only as a survival strategy but as an aggressive s.....Read More
Meet our experts
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 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 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).