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Investment Research Services

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

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Investment Research Services

Providing equity research services to buy-side as well as sell-side firms. SG Analytics’ service-driven culture, strong domain and sector expertise, and adoption of technology enable us to be an ‘extended arm’ of our clients.

  • 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 and 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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As a trusted outsourced investment research partner, SG Analytics offers comprehensive research and analytics solutions to clients in the US across private & public debt, macroeconomics, compliance, and cross-asset strategies. Being a trusted outsourcing partner, we provide a blend of domain expertise with a ‘client first’ mindset as well as aim to improve the quality of investment decisions through our thorough fundamental research.

  • Support across the fixed income life cycle: identify investment opportunities, evaluate prospective investments, and monitor coverage universe
  • Deliver high-quality research on emerging and 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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A leading investment research company, SG Analytics helps in alpha creation for hedge funds, active asset managers, alternative asset managers, independent money managers, mutual fund managers, and ETF (exchange-traded funds) managers through action-oriented investment insights. We use technology to our benefit to generate efficiency by revamping traditional research approaches.

  • Design and implement through-the-cycle research solutions from investment idea screening to reporting and monitoring of fund performance
  • Expertise in catering to the research needs of global individuals 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 customized 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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SGA's flexible and customizable solutions address the unique research needs of private banks and their end-clients (HNWIs). We provide solutions to relationship managers, analysts, as well as regulators (e.g., MiFID II, HKMA, etc.). We ensure efficient coverage of large universes with bespoke and automation-powered solutions while also helping clients differentiate from the run-of-the-mill research.
  • 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 customized 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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Why SGA

Scale & Flexibility

Flexible engagement models and automation that enhance efficiency

Experience and Expertise

Covered over 4,000 companies and credits across 10+ GICS sectors

We Speak the Same Language

Our teams come from strong finance backgrounds and capital market exposure

Support Across the Life Cycle

Rules-based, analytical, and judgment-oriented tasks

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Who We Work With

Insights

SG Analytics_Investment Insigts_Whitepaper_China Real Estate

Whitepapers

China Real Estate - In Desperate Need of More Policy...

China’s real estate sector has been significantly impacted by the introduction of the three red lines policy, eventually leading to a liquidity crunch...

SG Analytics Whitepaper European Defence Spending

Whitepapers

The Super Cycle in European Defence Spending

Regardless of its errors in judgment, political blunders, and glaring lack of soft power, Russia will only be able to win in Ukraine if it has a military...

SG Analytics Whitepaper China Real Estate 3

Whitepapers

China Real Estate Signs of Moderation in Free Fall

Since the announcement of China's three red lines policy in August 2020, the real estate sector has been heavily impacted by it, eventually leading to a...

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CASE STUDIES

Solutions Tailored to Client Specifications: SG Analytics Explore Investible Targets Opportunities in Commercial FLS Systems

Delivering Holistic Investment Support: SG Analytics Identifies Investment Theme Creation and Target Opportunities in Healthcare

An Efficient Approach to Fostering Growth: SG Analytics Optimized Portfolio Monitoring Across Key Investments Sector

End-to-end Workflow Optimization: SG Analytics Empowers the Exploration of Favorable Market Conditions to Approach Potential Investors
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Automation-powered, differentiated, and decision-oriented investment research support across sectors, asset classes, and regions for buy-side and sell-side.