PRIVATE BANKING

Automation-powered customized research solutions for private 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 assists private banks in executing engagements of varying complexity and scope, drafting strategy reports, and screening to event updates and newsletters. 

Leverage our automation-powered solutions and flexible engagement model for quick and efficient coverage of the investment universe.

Why SGA ?

INDUSTRIES WE COVER

Strategy and investment idea support

  • Idea generation and screening for bonds and stocks via top-down and bottom-up approaches
  • Weights and KPIs for screening process in line with the client’s investment preferences for region, size, valuation, including special parameters like 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

  • 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
  • Optimize 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 visualization to track CRO/RM performance

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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