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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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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 researchfixed income & credit researchprivate bankinghedge 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.

Investment Research services

What we offer

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

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

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

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
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
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

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

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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.