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Investment Research Services

Tailored research support across asset classes to enhance the quality and efficacy of your investment decisions

Take Wiser Decisions With Our Bespoke Investment Research Services  

SG Analytics is one of the top financial research services company in the USA, helping clients strengthen their portfolios, negotiate the volatile financial markets and make critical business decisions. Our refined research expertise and capabilities combined with our tailored solutions make us the preferred research partner for leading BFSI firms around the world. With diverse service offerings in institutional equity research, fixed income & credit research, private banking, hedge funds and corporate finance & valuation, we aim to provide unique macroeconomic, industry and company insights that help our clients in the US make fearless investment decisions. 

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SGA Edge

Who We Work With

  • Investment Banks

    Optimize research spend and increase the client-facing activity of onshore analysts

  • Asset & Private Wealth Managers

    Generate alpha, enhance the efficiency of advisory teams, produce compliance-oriented research (e.g. MiFID II)

  • Data Providers

    Efficient and scalable solutions to provide/maintain high-quality primary & secondary data

  • PE & VC Firms

    Granular, data-driven research for efficient capital deployment

Equity Research

  • Construct driver-based financial models along with scenario and sensitivity analysis to arrive at absolute and relative valuation
  • Facilitate opinion formation and decision making with a blend of qualitative and quantitative research
  • Provide informed insights through holistic & bespoke reports on companies, sectors and economies
  • Keep clients up-to-date by producing periodical research products on major events such as corporate actions, industry updates, regulatory changes and portfolio performance Identify corporate governance issues and accounting irregularities using forensic research before investing in long-term ideas
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Fixed Income & Credit Research

  • Support across the fixed income life cycle: identify investment opportunities, evaluate prospective investments and monitor coverage universe
  • Deliver high-quality research on emerging & developed markets across the spectrum of fixed income instruments including high yield, investment grade and distressed debt
  • Provide qualitative and quantitative support across various areas such as leveraged finance, money market instruments, structured finance, US public finance, and convertibles
  • Perform stress testing and scenario analysis, covenant headroom monitoring, indenture screening and cash flow modeling
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Private Banking Support

  • Provide comprehensive research services for large universes including screening, initiation of coverage, regular monitoring, and maintenance for retail and institutional HNIs
  • Prepare periodical research such as CIO newsletters, asset strategy reports, thematic reports and macro updates
  • Enhance production efficiency with decreased 'time to market' research by leveraging technology and automation-driven solutions
  • Ensure 100% alignment with in-house investment philosophy of the banks and deliver fully white-labeled, ready-to-publish research output
  • Offer customised solutions to suit specific regulatory requirements of global private banks Complete data confidentiality and security assurance with superior security and governance controls
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Hedge Fund Support

  • Design and implement through-the-cycle research solutions from investment idea screening to reporting and monitoring of fund performance
  • Expertise in catering to research needs of global individual as well as institutional money managers across asset classes and investment strategies (market neutral, long/short, distressed debt, macro-driven, etc.)
  • Prepare tailored, deep-dive financial models based on end-client formats and requirements by using customised and advanced analytical tools
  • Ensure precise output with enhanced efficiency by using technology and automation solutions that challenge the traditional research process
  • Provide support in performance visualization and compliance-related requirements
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Investment Banking

  • Specialised teams with expertise in product and multi-sectors across M&A, ECM and DCM
  • Providing support in Deal origination, Marketing and Execution i.e. the deal life cycle
  • Aligning client service culture with onshore bankers’ style
  • Thoroughly proficient in a wide range of market data sources leveraged by IB firms
  • Meeting the requirements of clients with multiple engagement models which include dedicated resources, ad hoc support, and output-based
  • Optimizing spend on data sources, SLA-based approach and efficiencies via context-led automation and process standardization
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Private Equity and Venture Capital

  • Complete investment life cycle support from deal sourcing, target evaluation, investment review, value enhancement to investment exit
  • Extensive company and industry screening process to explore the most apt investment targets
  • Establishing clear understanding about the business model, industry drivers, financial forecasting, and due diligence support, etc to analyse investment targets
  • Performing performance benchmarking, tracking operating industry environment, maintaining dashboards, valuation mark-up analysis, and other exercises to monitor performance of portfolio companies
  • Performing valuation analysis, building information memorandums, marketing teasers, identifying potential buyers, managing data rooms, among others to help formulate optimal investment exit strategy
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