75
|
400+
|
>80%
|
100%
|
| Stocks across 8 sectors and 6 Latin American economies |
Research publications produced and delivered annually |
Recommendations achieved the target price |
Adherence to SLAs in a start-to-finish engagement model |
Client
Asset management team of a Switzerland-based private bank.
Opportunity
The client wanted to launch an investment certificate (structured product) on Latin American equities and wanted a research partner with rich expertise of covering the region. The client sought an end-to-end research solution so that the onshore team could focus on product marketing and client acquisition activities.
Solution
- Constructed a customized, proprietary top-down stock screener blending various fundamental factors, technical factors, sector allocation, geographical diversification and ESG criteria to create an initial list of 250 stocks.
- Monitored the end-industries and economies diligently to create a final portfolio of 75 stocks that were in most resonance with product’s endobjective and investment philosophy.
- Prepared detailed initiation reports and financial models on all 75 stocks from scratch across industries within 6 months of commencement.
- Continuously monitored the stocks, related economies & industries, and produced periodicals such as quarterly result updates, event updates, and geopolitical and macroeconomic alerts.
- Prepared quarterly performance trackers, compared the return against benchmark index and identified key winners/laggards to recommended churn ideas, thereby aiding alpha generation.
Value Delivered
- End-to-end solution with minimal time invested by onshore team after the planning phase.
- Consistently generated excess return over the benchmark MSCI EM Latam Index in the volatile Latin American markets.
- Delivered value-added products such as sector and economy chart books and regular CIO communiques such as monthly strategy letters and outlook reports.
