Case study

Alpha Generation Support for an Investment Product Focused On Emerging Markets

Alpha generation support for an investment product






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



Asset management team of a Switzerland-based private bank.


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.


  • 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.

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