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Investment Research Services

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

Investment research
What we offer
Why SGA
Who we work with
Insights
Meet our experts

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Take wiser decisions with our bespoke investment research services

SG Analytics is one of the top financial research services companies in the US, 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 investment research outsourcing 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 bold investments decisions.

What we offer

Equity research

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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Fixed income and credit research

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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Hedge fund support

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 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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Investment banking

Seamless deal execution experience with SGA’s high-quality research and analytical support on all the aspects of deal-making.

Specialized 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 banking support

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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Private equity and venture capital

Comprehensive deal execution and monitoring services that facilitate capital deployment and fund-raising activities for PE funds across the investment life cycle.

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 a clear understanding of the business model, industry drivers, financial forecasting, due diligence support, etc. to analyze investment targets

Performance benchmarking, tracking operating industry environment, maintaining dashboards, valuation mark-up analysis, and other exercises to monitor the performance of portfolio companies
Performing valuation analysis, building information memorandums, marketing teasers, identifying potential buyers, and managing data rooms, among others, to help formulate an optimal investment exit strategy

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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

Who we work with

Asset and private wealth managers

Generate alpha and enhance efficiency of advisory teams

Investment banks

Optimize the cost of research spend and monetize research

Data providers

High-quality primary and secondary data

PE and VC firms

Research-led, efficient seed capital deployment

Hedge funds

Efficient and differentiated research support

Asset and private wealth managers

Generate alpha and enhance efficiency of advisory teams

Investment banks

Optimize the cost of research spend and monetize research

Data providers

High-quality primary and secondary data

PE and VC firms

Research-led, efficient seed capital deployment

Hedge funds

Efficient and differentiated research support

Insights

Whitepapers

Global Industrials Recent Trends - Q1 2022

The sectors within the...

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SG Analytics Industry Insights Global Fintech Sector Update...

Our latest report examines how fintech companies are innovating methods to improve profitability with markets and economies opening up again after the...

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Distressed Debt Market in India

Opportunities in an emerging distressed debt market typically arise due to benign credit standards and global macro headwinds, which cause a market...

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CASE STUDIES

Dedicated Specialist Support for Onshore Sector Leaders

Reliable Research Partnership With Automation-Driven Output

Due Diligence on Private Credits Across Multiple Sectors

Flexible Engagement Model for End-To-End Publication of Periodical Credit Reports

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Meet our experts

We bring you a team of experienced industry and domain experts having extensive subject matter prowess and deep understanding of global capital markets.