Outsourced Equity Research, Credit Research, Economic Research for Asset Managers
Capability Overview
Aranca helps asset managers evaluate new investment ideas across markets and asset classes by providing insightful and in-depth outsourced equity, credit, fixed income and economic research and analysis support. By taking on the heavy lifting research work across areas such as screening, financial modeling and company / industry research, we enable our clients to focus on their core high-value adding activities, thereby generating better returns. Further, our offshore services model allows our clients to save costs as well.
We support our clients – including asset management firms, hedge funds, private investment funds, insurance companies among others - with in-depth analysis across fundamental, economic, quantitative and technical research. Our service and quality standards have been honed over the years through our experience with:
- 60+ asset managers across all major geographies, including 30+ hedge funds in the US and Europe, with varying strategies (e.g. long/short, event-driven, arbitrage) and styles (fundamental, macro, quantitative)
- Financial models on 3000+ companies across 70+ industry segments
- Tracking of 1500+ stocks on a daily basis for asset managers across US, Europe and Emerging Markets
For asset management firms, we provide the following services:
- Equity Research
- Fixed Income Research
- Economic Research
- Private company valuation services
- Market research
- Sustainable & Responsible Investing (SRI) Research
- Commodity & Currency Research
- Quantitative Research
Assignment Examples
Equity Research Outsourcing
- 1000+ working and/or pre-IPO models for a hedge fund in US
- Daily tracking of 1000+ stocks and preparation of key events digest for a fund manager in US
- Preparing pre- and post-earnings reports, working models and meeting-prep notes and tracking insider trading for over 500 stocks
- For a UK based global hedge fund quarterly tracking of 1500+ European and US stocks with a custom suite of exhibits depicting trends of business and financial performance
- Preparation and maintenance of valuation models on 600+ technology stocks for leading UK based hedge fund
- Preparation and maintenance of valuation models on 100+ agricultural/ soft commodities stocks for leading US based hedge fund
- Valuation modeling or fundamental analysis support to 15 onsite analysts for a US based hedge fund
- Preparation and maintenance of equity databases, e.g. model of 700+ listed firms for inter-stock comparison and sector aggregates on over 40 basic / derived parameters.
- Regular modeling/research support to 5 onsite analysts for a Abu Dhabi UAE based investment company
- Meetings with investor relations, preparing meeting notes, creating an investment opinion on small cap Indian stocks for US based hedge fund
- Investment Note and Model on Middle East and North African stocks for a UAE based investment company
- Correlation analysis of different asset classes for a leading US based hedge fund
- Weekly customized screener on the socially responsible sector for generating short ideas for US based hedge fund
- Model creation and maintenance on 100 large cap Indian listed stocks for an wealth manager based in India
- Conducting Q&A session with a sell side analyst/Company management for a US hedge fund
- Daily theme based market tracker for a UK based hedge fund
Credit Research Outsourcing
- Credit evaluation notes on 300+ companies in the US / Europe for a large insurance company
- Credit modeling support to a European asset manager
- New issue review notes on 120+ high yield bond offerings in the US for a leading investment manager in the US
- Creation and maintenance of a relative value database on 500+ high yield corporate bonds in the US
- Creation and maintenance of a database on high yield bonds in emerging markets for one of the largest institutional asset managers in US
- Issuer credit rating on 60+ corporate and banks for a fund manager in the MENA region
- Corporate credit rating analysis for a large asset manager in the GCC to assist them in investment decision making
Economic Research Outsourcing
- Econometric model prepared to forecast economic variables of a African country for a leading MENA based investment company
- Regular tracking of different economic variables impacting markets, including inflation, employment trends, and commodities prices
- Weekly report on global leading economic indicators for a US based hedge fund
- Tracking energy/commodity prices and assessing their impact on stock prices of companies in the energy sector in client’s portfolio
Case Studies
Project:
Comparable equity database...
Client:
Client, a prominent hedge fund based out of UK, was looking to scale up its research capabilities to enable it analyze an identified stock universe in a comprehensive manner
Project:
Creation and maintenance of a database on high yield bonds in emerging markets to help fund manager in making investment decisions
Client:
One of the largest institutional asset managers in US wanted to create and maintain a database on high yield bonds in emerging markets.
Project:
Dedicated research support team for US based hedge fund (AUM of $2.5 billion)
Client:
A U.S. focused long/short equity strategy Hedge Fund, with AUM of $2.5 billion, engaged Aranca for research support
Project:
High yield bond –model on recovery analysis
Client:
A leading investment manager in U.S looking for model on recovery analysis of high yield bonds
Project:
Investment screening of stocks
Client:
A leading asset manager in US, was interested in building a screener of US listed companies with market cap above 500 mn and screen them based on certain fundamental and technical parameters.
Project:
Model creation and maintenance on 100+ agricultural / soft commodities stocks for a US hedge fund
Client:
A U.S. based long only global hedge fund with AUM of $3.8 billion. Primarily focuses on Agriculture, Consumer, Energy sectors in the US, India and Middle East & North Africa regions.
Project:
Portfolio creation: high dividend yield portfolio construction
Client:
A leading asset manager in the US evaluating a proposed fund strategy with an aim to launch a portfolio of high dividend yield stocks
Project:
Preparation of Credit evaluation notes
Client:
One of the largest institutional asset managers in Europe wanted to cover debt instruments of a company from a view of evaluating the company’s capacity to honor its commercial commitments
Project:
Sector focused coverage of stocks for portfolio managers
Client:
A leading US based fund (AUM of USD4.4 billion) was looking for analyst support to assist portfolio managers of different sectors. The key task was to provide working models and background research on various stocks and identify opportunities.
Project:
Stock overview: Notes and Sell-Side Analyst call Summary...
Client:
A leading U.S. based hedge fund, with AUM of $4.4 billion, looking for analysts who could assist portfolio manager in creating / maintaining valuation models and conduct conference calls with sell side analysts.
Project:
Stock tracking and financial model updates of 1000+ global stocks
Client:
A long only equity strategy Hedge Fund, with AUM of $2.2 billion, looking to expand their coverage universe; engaged Aranca for financial modeling and tracking stocks
