Factsheets delivered in 3 months.
Efficiency improvement through automation.
A Brazilian asset manager specializing in investment funds and advisory services.
The client was looking for a qualified and scalable offshore partner to support its corporate fixed income team. The assignment’s scope included company fact sheets and the analysis of bonds and securities issued by North American and European corporates based on publicly available information such as financial reports and analyst reports.
Based on a detailed understanding of the client’s investment research process and valuation framework, SG Analytics identified the key addressable areas and adopted the following approach:
Our team sourced data from various trusted sources such as company filings, loan agreements, indentures and research from rating agencies and provided the client with simplified financial research reports by deploying a team of analysts to gather and process the following information:
Earnings before Interest.
Depreciation and amortization (EBIDA) research.
Gross debt and net debt.
Current capitalization in global currencies.
SG Analytics ensured to update the company factsheets at the earliest to help the client take quicker investment decisions.
SG Analytics' analysts became an important extension of the client's onshore team and contributed to improved quality of the client's investment research practice.
The client was able to optimise the time utilization of its onshore team and increase the time invest in account management and relationship building.