HEDGE FUNDS

Aiding alpha generation by providing actionable research to money managers

SGA – One of the Top Hedge Fund Research Firms 

As a leading provider of comprehensive research support, SG Analytics delivers action-oriented investable insights to hedge fundsindependent money managersactive asset managersalternative asset managersmutual fund managers and ETF (exchange traded funds) managers across the US. We are a preferred investment research partner for portfolio managers as we facilitate high-quality decision making that aids alpha generation for our clients. Our proven capabilities enable us to enhance efficiency by revamping traditional research processes by leveraging automation and technology across our solutionsWe specialise in providing customised approach to our clients in the US which perfectly aligns with their investment philosophy. 

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Why SGA ?

INDUSTRIES WE SERVE

Investment Idea Generation

  • Generating high-quality investment opportunities by designing customised fixed income idea screeners as well as equity idea screeners
  • Implementation of bottom-up and top-down methodologies to ensure resonance with the fund’s investment philosophy
  • Filtration of relevant ideas by incorporating flavours which are sector-specific using strategy-specific parameters and adjusted financial data
  • Incorporating custom, thematic KPIs such as ESG parameters to adapt to client’s investment preferences
  • Designing an efficient screening process by combining technical and fundamental KPIs
  • Maximizing alpha by identifying churn opportunities to maintain and update idea screeners

Company Research and Evaluation

  • Investment summary reports preparation based on specific companies which includes SWOT analysis, business description, investment thesis and business strategy
  • Driver-based financial forecasting and preparation of detailed financial models
  • Using varied techniques to conduct valuation exercises such as DCF valuation, relative valuation and sector-specific valuation
  • Carrying out special analyses like sensitivity analysis, scenario analysis, what-if analysis, etc. to glean actionable insights
  • Identifying divergence areas by performing analysing quality of reporting (based on IFRS, UK GAAP, US GAAP principles) and forensic analysis

Compliance and Performance Monitoring

  • Support across compliance reporting across various applicable standards (e.g. GIPS)
  • Assist in creating sections of 13-F filings corresponding to details on quarterly performance, reconciliation statements and investment positions
  • Assess performance quality by conducting attribution analysis
  • Calculating alpha across multiple strategies and management styles on the basis of respective benchmarks
  • Clear and efficient reporting solutions by preparing performance dashboards with interactive visualization

Index and Quantitative Research

  • Rebalance analytics for pre-index, track and monitor index events, rebalance analytics for post-index
  • Boost the value of current and new trading strategies by creating alpha
  • Portfolio construction across multiple risk attributes and creating & backtesting trading strategies
  • Build and validate risk models that cover investment risk, credit risk, and operational risk
  • Proficiency across various data sources including fund flows, fundamental and estimates data, pricing data, global macro, ESG data and ownership

Automation and Technology Solutions

  • Automation of portfolio tracker which includes stock performance on a daily, weekly, monthly and YTD basis
  • Determining churn opportunities by setting automatic price movement and various alerts
  • Using automated tools developed in Python, Spyder, etc. to track events and news across industries
  • Creating standardised and auto-updateable templates for investment memos
  • Preparing fast and automated financial models by combining auto-refreshable queries from databases

Knowledge Center - Your Information Hub

Step ahead with actionable insights that empower growth.

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*By sharing the information you have entered, you give your express consent to SG Analytics to use the provided information to contact you with relevant information related to its offerings and services as and when required. SG Analytics secures all your personal information from unauthorized access, use or disclosure. For more information, please visit our privacy policy.

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