About the Service

Capital Markets Research

We deliver comprehensive research and middle-office support to asset managers, hedge funds, and institutional investors. Our expertise includes fundamental and quantitative analysis and portfolio tracking to drive data-backed investment decisions.

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Our Clients
  • Asset managers
  • Hedge funds
  • Institutional investors and sovereign wealth funds
  • Mutual funds and ETF providers

Workstreams

Type of Workstreams

Investment
Research

  • Foundational data Collation
  • Market screeners
  • Macro-economic research
  • Thematic research
  • Equity Research
  • Earnings updates
  • Credit Research
  • Database management

Financial
Modeling

  • Equity valuation models
  • Credit research models
  • LBO models
  • Merger Models
  • Scenario & sensitivity analysis
  • Top-down industry models
  • Asset allocation
  • Attribution analysis
  • Regression & Decision models

Report
Writing

  • Investment Thesis & Highlights
  • Long/short investment strategy
  • Company Deep-dives
  • Industry deep-dives
  • Country updates
  • Earnings/ Corp Action update
  • Competitive landscape & Benchmarking
  • Tactical & Strategic Allocation

Dashboarding

  • ESG scoring
  • Universe mapping
  • Performance attribution
  • Client reporting and distribution
  • Industry databases & playbooks
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Tools and Research Methodologies

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