INVESTMENT RESEARCH SERVICES

Strengthen your investment decisions by leveraging our custom research support across a broad range of asset classes

SGA Edge

Who We Work With

  • Investment Banks

    Optimize research spend and increase the client-facing activity of onshore analysts

  • Asset & Private Wealth Managers

    Generate alpha, enhance the efficiency of advisory teams, produce compliance-oriented research (e.g. MiFID II)

  • Data Providers

    Efficient and scalable solutions to provide/maintain high-quality primary & secondary data

  • PE & VC Firms

    Granular, data-driven research for efficient capital deployment

Equity Research

  • Financial modeling using historical financial data to determine the financial performance of a company, valuation, sensitivity analysis, and structured forecast models
  • We provide qualitative and quantitative information on company background to help clients make informed decisions
  • Regular updates on news and events specific to your industry
  • Forensic research to identify corporate governance issues, accounting irregularities in financial statements, etc, and make successful long term investments

Fixed Income & Credit Research

  • End-to-end support across fixed income life cycle – identify potential investment opportunities, monitor coverage universe, and evaluate prospective investments
  • Personalised and customised support across the fixed income spectrum – high yield, distressed debt, and investment grade are also included
  • We provide comprehensive support across developed as well as emerging markets
  • Our support services across fixed income products include leverage finance, structured finance, money markets, US public finance, and convertibles
  • Stress testing, indenture screening, scenario analysis, cash flow models, covenant headroom monitoring

Private Banking Support

  • Customised research solutions to meet specific and niche requirements of global private banks (MiFID II requirements, HKMA etc.)
  • White-labeled and ready-to-publish research papers that resonate with the inhouse investment philosophy of the bank
  • Wide support in valuation, maintaining large universes, and coverage - initiation, monitoring, and maintenance
  • Automation and technology driven solutions for streamlined production supported by low ‘time to market’ research
  • Ensure data security and confidentiality through excellent security controls

Hedge Fund Support

  • Full stack solutions for money managers across asset classes and investment strategies – market neutral, macro-driven, distressed debt, long/short, etc.
  • Through-the-cycle research solutions – from idea screening to monitoring and reporting of fund performance
  • High degree of expertise in deep-dive financial modeling supported by customized and advanced analytical tools
  • Technology and automation solutions to overcome the limitations of traditional research process to gain accurate outputs
  • Provide support for compliance and performance visualization

Investment Banking

  • Multi-sector and product expertise across M&A, ECM, and DCM
  • End-to-end support across the entire deal life cycle – Deal origination, Marketing, and Execution
  • Client service culture modelled to suit onshore banker’s style
  • Expertise across a broad range of market data sources used by IB firms
  • Multiple and flexible engagement models comprising dedicated resources, ad-hoc support, and output-based to meet the diverse needs of clients
  • SLA-based approach, process standardization, and context-led automation to improve efficiency, and optimize spend on data sources

Private Equity and Venture Capital

  • Extensive support across the investment life cycle – this includes deal sourcing, target evaluation, investment review, value enhancement, and investment exit
  • Rigorous industry and company screening processes to identify the most suitable and potential investment targets
  • Assess investment targets by understanding the business model, financial forecasting, industry drivers, due diligence support, etc
  • Monitor performance of portfolio companies via performance benchmarking, maintaining dashboards, valuation mark-up analysis, tracking sector/industry environment, and other necessary exercises
  • Devise optimal investment exit strategy by undertaking valuation analysis, developing information memorandums, recognizing potential buyers, marketing teasers, managing data rooms, etc.

Knowledge Center - Your Information Hub

Step ahead with actionable insights that empower growth.

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