PRIVATE BANKING

Equipping private banks in the US with customised research solutions

SGA – A Preferred Partner for Private Banking Research  

Expert in handling analytics and research requirements for 10+ years for global private banks, SG Analytics has deep understanding of the requirements of private banking process – from covering large coverage universes to automation-powered management and distribution of research. With a solid track record of executing engagements of diverse complexity and scope for private banks, our aim is to provide support across the research process: from screening and strategy reports to events & newsletter updates. We have an experienced and dedicated team that facilitates seamless transition from incumbent providers to our custom solutions. We provide a unique blend of flexible engagement models and technology-laced solution to ensure efficient and scalable coverage of the investment universe.

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Why SGA ?

INDUSTRIES WE COVER

Strategy and Investment Idea Support

  • Bond and stock screening using top-down and bottom-up approaches
  • Customization of weights to reflectclient's investment preferences across KPIs such as valuation, region, size and special parameters (for example, ESG scores)
  • Private banking research helps determine churn and corresponding replacements in the universe by updating screeners
  • Support on preparing periodical updates and investment strategy notes
  • Producing various external research-related communication and CIO newsletters

Coverage Expansion and Maintenance

  • Expanding the Recommended Universe and Approved Universe by initiation of coverage of new ideas
  • Preparing investment thesis as part of in-depth company reports and company factsheets/tearsheets
  • Facilitating easy consumption of research for relationship managers and end-clients by preparing summaries of sell-side research reports
  • Continuous coverage maintenance with flexibility of update frequency (quarterly, semi annual or annual) and churn rates
  • Providing automated financial models including valuation based on consensus view / independent research

Research Production and Automation Solutions

  • Providing scalable coverage universe with Automated factsheets with less 'time-to-market'
  • Automation of periodical updates and distribution which require least possible onshore involvement
  • Metadata creation by preparing RIXML files
  • Using interactive dashboards to present the tracked portfolio performance
  • Using insightful visualisation to track CRO/RM performance

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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