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Hedge Funds

Comprehensive research support for independent money managers and asset managers

Hedge Fund Support
What We Offer
Why SGA
Insights
Who We Work With
Meet Our Experts

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Helping Hedge Funds Generate Alpha

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 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.

What We Offer

Investment Idea Generation

Led by alpha, we 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

Company Research and Evaluation

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

Compliance and Performance Monitoring

We 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

Index and Quantitative Research

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

Automation and Technology Solutions

Hedge funds 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

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

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

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

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

Hedge Funds

Efficient and differentiated research support

Hedge Funds

Efficient and differentiated research support

Insights

Whitepapers

Hot Investment Trends in Pharma and Healthcare Segments

The Pharma and Healthcare segments are undergoing constant changes. Post pandemic, there has been an increase in traction for investment in the...

Whitepapers

SG Analytics Industry Insights – Global Fintech Sector Update Q3 2021

Our latest report examines how fintech companies are innovating methods to improve profitability with markets and economies opening up again after the...

Whitepapers

Distressed Debt Market in India

Opportunities in an emerging distressed debt market typically arise due to benign credit standards and global macro headwinds, which cause a market...

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CASE STUDIES

Dedicated Specialist Support for Onshore Sector Leaders

Reliable Research Partnership With Automation-Driven Output

Due Diligence on Private Credits Across Multiple Sectors

Flexible Engagement Model for End-To-End Publication of Periodical Credit Reports

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Meet our experts

We bring you a team of experienced industry and domain experts having extensive subject matter prowess and deep understanding of global capital markets.