HEDGE FUNDS

Comprehensive research support for independent money managers & asset managers

SG Analytics offers actionable research to foster high-quality decision making and aid alpha generation for portfolio managers. We provide automation and technology-driven research support & 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.

Why SGA ?

INDUSTRIES WE SERVE

Investment Idea Generation

  • Construct customised equity idea screeners and fixed income idea screeners to generate potential investment opportunities
  • Implementation of 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 like ESG parameters to mirror client’s intended investment philosophy
  • Combine fundamental and technical KPIs to build an efficient screening process
  • Maintain and update idea screener, maximize alpha by identifying churn opportunities timely

Company Research and Evaluation

  • 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 like 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

Compliance and Performance Monitoring

  • 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 visualization services – build thematic performance dashboards for efficient and clear reporting

Index and Quantitative Research

  • Pre-index and post-index rebalance analytics, track and monitor index events continuously
  • Add value to existing and new trading strategies by creating alpha
  • Creating portfolios for multiple risk attributes, 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

Automation and Technology Solutions

  • Automated portfolio tracker that also tracks stock performance - daily, weekly, monthly, and YTD
  • Automatic price movement alerts along with other alerts to recognize churn opportunities
  • Automated tools built on high-level programming language like Python, Spyder, etc., to track news and events across industries
  • Automated tools built on high-level programming language like 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

Our Work

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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