Aiding alpha generation by providing actionable research to money managers
Investment Idea Generation
Investment Idea Generation
Company Research and Evaluation
Company Research and Evaluation
Compliance and Performance Monitoring
Compliance and Performance Monitoring
Index and Quantitative Research
Index and Quantitative Research
Automation and Technology Solutions
Automation and Technology Solutions
Enhancing The Quality OfInvestment Decisions For Money Managers
As a leading provider of comprehensive research support, SG Analytics delivers action-oriented investable insights to hedge funds, independent money managers, active asset managers, alternative asset managers, mutual 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 solutions.We specialize in providing customized approach to our clients in the US, which perfectly aligns with their investment philosophy.
Why SGA
What We Do
Investment Idea Generation
- Generating high-quality investment opportunities by designing customized fixed income idea screeners as well as equity idea screeners
- Implementing bottom-up and top-down methodologies to ensure resonance with the fund’s investment philosophy
- Filtering relevant ideas by incorporating flavors that 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
We are experts in providing detailed financial models across sectors adhering to our clients’ styles. We provide various value-added features such as automated data population, sensitivity analysis, etc.
- Investment summary reports preparation based on specific companies that include SWOT analysis, business description, investment thesis, and business strategy
- Driver-based financial forecasting and preparation of detailed financial models
- Varied techniques to conduct valuation exercises such as DCF valuation, relative valuation, and sector-specific valuation
- Special analyses such as sensitivity analysis, scenario analysis, what-if analysis, etc. to glean actionable insights
- Identification of divergence areas by analyzing quality of reporting (based on IFRS, UK GAAP, and US GAAP principles) and performing forensic analysis
Compliance and Performance Monitoring
- Support across compliance reporting across under 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
- Calculate 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, and 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, and ESG data and ownership
Automation and Technology Solutions
Our team of RPA and analytics experts provide services to hedge funds to help them exploit alternative data (e.g., store densities for retailers) and unique information (e.g., e-channel checking on social media) using technology-enabled solutions.
- Automating portfolio tracker that 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 standardized and auto-updateable templates for investment memos
- Preparing fast and automated financial models by combining auto-refreshable queries from databases
