SECURITIES RESEARCH SERVICES

Fully customized, high-quality and deep-dive research that enables refined decision making in global financial markets

Today’s unpredictable and firmly connected financial markets are experiencing a superfluous influx of data and information. As such, well-researched investment opinions are critical for the performance of financial institutions. SG Analytics securities research delivers exactly that – insightful and well-researched views across various economies, industries, sub-industries and companies while ensuring speed and efficiency through technology and automation.

Why SGA?

Industries We Serve

Equity Research

Equity research services | SG Analytics
  • Support across the investment cycle: idea generation, coverage initiation, coverage maintenance and performance monitoring
  • Top-down and bottom-up investment screeners that give clients the flexibility to tune the universe based on their investment preferences and philosophies
  • Deep-dive, driver-based financial models for companies, including historical data, adjusted metrics, detailed three-statement forecasting, multi-technique valuation, sensitivity analysis, and scenario analysis
  • Economy, sector and company notes that deliver meaningful insights to enable informed decision-making
  • Daily/weekly/monthly newsletters to keep clients abreast of latest developments in their investment universe
  • Inspect financial statements using forensic research techniques to spot irregularities related to accounting, management compensation, etc.
  • Healthcare equity research to obtain forecasts and maintain industry models
  • Client Example Client Example

Fixed Income Research

Fixed income research | SG Analytics
  • Actively cover investment grade, high-yield and distressed debt instruments across corporates, treasuries, and municipal bonds in developed, emerging and frontier markets
  • Spot investment opportunities in the fixed income space, evaluate investment prospects and vigilantly monitor favourable/unfavourable developments in the universe
  • Obtain investment insights through detailed cash flow models, indenture screening, covenant headroom monitoring, stress testing and scenario analysis
  • Issuer-specific as well as issue-specific notes that provide high-quality insights to enhance the speed, quality and effectiveness of investment decisions
  • Qualitative and quantitative support across leverage finance, money markets, structured finance, US public finance, and convertibles
  • Deliver Fixed income credit research to understand capital structure and asses potential risks across credit platform
  • Client Example Client Example

Marcoeconomic Research

Marcoeconomic research services | SG Analytics
  • Reports on analysis of fiscal and monetary economic policies, trade reports, economic data releases, macroeconomic themes, and global geopolitical events
  • Insights and reports on investment strategies across various (credit, currency, commodities, etc.)
  • Securities research to identify efficient frontiers and enable appropriate portfolio distribution & asset allocation based on clients’ risk appetites and preferences
  • Econometric modelling and forecasting using multidimensional panel data
  • Aggregate data on major economic events, multiple vendors feed, and government websites to stay on top of global happenings
  • Client Example Client Example

Index and Quantitative Research

Index and quantitative research | SG Analytics
  • Provide analytics on pre-index and post-index rebalancing along with continuous index monitoring and tracking to stay on top of the markets
  • Deploy advanced backtesting models to identify the key factors that can generate excess returns and help you alter trading strategies accordingly
  • Identify portfolio susceptibility through in-depth risk analysis using stress tests as well as standard & customized risk models that analyze credit risk, investment risk and operational risk
  • Investment research to construct optimal portfolios having varied risk attributes based on customized portfolio constraints and fund mandates
  • Data governance strategies and Multiple data sources fused to access and estimate valid fundamental data, market data, fund flow data, macroeconomic information, and ESG metrics

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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