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Hedge Fund Services

Comprehensive research support for independent money managers and asset managers

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Helping Hedge Funds Generate Alpha

SG Analytics offers actionable hedge fund research services to foster high-quality decision-making and aid alpha generation for portfolio managers. 

We provide automation and technology-driven research support and solutions to active and alternative asset managers, hedge funds, ETF (exchange traded funds) managers and mutual fund managers around the world. We ensure that our customised approach reflects our client’s investment philosophy.

Hedge Funds Research Services

What We Offer

Led by alpha, we, as a hedge fund service provider, provide customised investment screeners across asset classes by combining a wide range of parameters that best reflect our clients’ investment ethos.

  • Construct customised equity idea screeners and fixed income idea screeners to generate potential investment opportunities
  • Implement top-down and bottom-up methodologies
  • Incorporate sector-specific flavours by applying strategy-specific parameters to filter relevant data and leveraging financial data
  • Integrate bespoke thematic KPIs such as ESG parameters to mirror client’s intended investment philosophy
  • Combine fundamental and technical KPIs to build an efficient screening processs
  • Maintain and update idea screener, and maximise alpha by identifying churn opportunities timely

We are adept at providing comprehensive financial valuation models across sectors in order to adhere to our clients’ styles and bring with us various value-added features such as automated data population, sensitivity analysis, etc.

  • Generate company-specific summary reports that include SWOT analysis, investment thesis, business description and business strategy>
  • Construct detailed financial models and driver-based financial forecasting
  • Different techniques to conduct valuation exercises such as sector-specific valuation, relative valuation, DCF valuation, etc.
  • Conduct what-if analysis, sensitivity analysis, scenario analysis and other special analyses
  • Generate top-down ideas by tracking key data across sectors and economies

Our hedge fund research services provide effective support on compliance functions and performance reporting, which helps our clients in focusing better on alpha-centric activities. 

  • Extensive support for various standards of compliance reporting (e.g. GIPS)
  • Assist in preparation of certain sections of 13-F filing pertaining to the details present in performance and reconciliation statements, and investment positions
  • Macro and micro attribution analysis to measure the quality of performance
  • Calculate alpha for different strategies as well as management styles as per benchmarks
  • Data visualisation services – build thematic performance dashboards for efficient and clear reporting

Our quantitative research team complements our fundamental research in providing solutions on trading strategy back testing, index rebalancing, regression, etc.

  • Pre-index and post-index rebalance analytics, and track and monitor index events continuously
  • Add value to existing and new trading strategies by creating alpha
  • Creating portfolios for multiple risk attributes, and building and backtesting trading strategies
  • Construct and validate models for credit risk, investment risk, operational risk, etc.
  • Expertise across various data sources – fundamental and estimates data, fund flows data, pricing data, global macro data, ownership and ESG data

Hedge fund research can leverage our team of RPA and analytics experts to exploit alternative data (e.g. store densities for retailers) and unique information (e.g. e-channel checking on social media) using our technology-enabled solutions. 

  • Automating portfolio tracker that includes stock performance on a daily, weekly, monthly, and YTD basis
  • Automatic price movement alerts along with other alerts to recognise churn opportunities
  • Automated tools built on high-level programming languages such as Python, Spyder, etc., to track news and events across industries
  • Build auto-updateable standardised templates for investment memos
  • Leverage a blend of auto-refreshable queries from databases to construct quick automated financial models

Why SGA

Comprehensive support

End-to-end understanding of requirements of money managers from idea screening and coverage monitoring to compliance and performance dashboarding

Deep research

Providing global money managers with deep-dive qualitative & quantitative research and domain expertise to facilitate AuM-accretive investment decisions

Comprehensive expertise

Expertise in conducting research on various asset classes (equity, fixed income, etc.) across multiple strategies (market neutral, distressed debt, special situations, etc.)

Technology

Expertise in deploying technology for trend identification and analysis (e.g. e-channel checks, price monitors, social media monitoring) and generate/validate investment ideas

Who we work with

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