Automation-powered customised research solutions for private banks
Strategy and Investment Idea Support
Strategy and Investment Idea Support
Coverage Expansion and Maintenance
Coverage Expansion and Maintenance
Research Production and Automation Solutions
Research Production and Automation Solutions
Preferred ResearchPartner ForPrivate Banks
SG Analytics is one of the leading analytics firms in the UK that has more than a decade of experience in providing research and analytics solutions for private banks. Our teams are proficient in handling research and analytical requirements of global private banks and also assisting private banks in executing engagements of varying complexity and scope, drafting strategy reports and screening of event updates and newsletters.
Leverage our automation-powered solutions and flexible engagement model for quick and efficient coverage of the investment universe.
Why SGA
What We Do
Strategy and Investment Idea Support
Our in-depth understanding of multiple asset classes and market dynamics qualify us to formulate optimum investment strategies and create high-quality investment ideas for our clients.
- Idea generation and screening for bonds and stocks via top-down and bottom-up approaches
- Weights and KPIs for the screening process in line with the client’s investment preferences for region, size and valuation including special parameters such as ESG scores
- Identify churns and corresponding replacements through auto-updating screeners
- Extensive support in preparing investment strategy notes and periodical updates
- Prepare CIO newsletters along with other external research-related communication
Coverage Expansion and Maintenance
Our clients can maintain and track large coverage universes across the globe using our scalable, hybrid and fully customised solutions.
- Initiating coverage on new ideas to broaden the approved and recommended universe
- Prepare company notes such as simple automated tearsheets as well as detailed company reports that include investment thesis, SWOT analysis, etc.
- Collate concise and crisp investment memorandum for covered companies
- Generate comprehensive yet reader-friendly summaries of sell-side research reports
Research Production and Automation Solutions
- Low time-to-market automated factsheets for scalable coverage universe
- Optimise onshore productivity with automated periodic updates and distribution
- Preparation of RIXML for metadata creation
- Dedicated and highly skilled team to enable a seamless transition between incumbent providers
- Interactive dashboards to track and present portfolio performance
- Engaging and insightful visualisation to track CRO/RM performance
