Investment, Equity & Financial Research Services

Aranca provides a wide range of equity research outsourcing services and financial research outsourcing services to both sell-side and buy-side clients, helping them expand research coverage and depth, offering the flexibility to handle spikes in work during earnings season smoothly, and helping control their costs.

Producing high quality and timely research is a great way to differentiate in the market. Sell-side firms looking to rapidly expand the coverage, reduce time spent on routine maintenance research and increase their in-house analysts’ time on client-facing activities and idea generation, have benefited from Aranca's unique on-demand equity research support.

The key challenge for buy-side firms is to generate better returns in uncertain markets by focusing on investment decisions and fund raising. Our analysts support buy-side firms by providing data-heavy research tasks in areas relating to investment screening, modeling and portfolio tracking. By partnering with Aranca, buy-side firms are able to increase the bandwidth of senior analysts and portfolio managers, and control their cost of research.

Aranca's focus has been to provide consistent and scalable equity research solutions to our clients. A snapshot of our experience includes:

  • Worked with over 100+ buy-side and sell-side firms across all major geographies
  • Sell-side equity research notes and models (initiation coverage or updates) on over 2500 companies globally across 70+ industry segments
  • Buy-side equity research/valuation modeling on 2000+ stocks in the US and Europe and 1000+ stocks in emerging and frontier markets

Aranca combines both deep domain expertise across industries and geographies, and strong understanding of the market to deliver high quality equity research outsourcing services customized to sell-side clients.

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Company Research & Modeling

Coverage Initiation
  • Initiation coverage reports
  • Initiation coverage modeling
  • Investment thesis analysis
Coverage Maintenance
  • Quarterly update reports
  • Event driven reports
  • Quarterly model updates
Modeling Support
  • Stock valuation
  • Sensitivity/ scenario analysis
  • Update existing models

Sector & Thematic Research

Sector Report
  • Industry analysis
  • Sector valuation
  • Periodic sector updates
Thematic Research
  • Reports on macro themes
  • Stock impact analysis
Indicator Watch & Newsletters
  • Economic indicator watch
  • White papers and presentations

Market Watch & Technical Reports

Market Updates & Newsletters
  • Daily/Weekly market updates
  • Periodic newsletters tracking sectors, markets and economies
Technical Analysis
  • Daily/Weekly technical calls and reports on index
  • Daily/Weekly technical calls and reports on stocks
Comparable Analysis Templates and Updates
  • Industry peers analysis
  • Relative valuation

Aranca offers a wide range research outsourcing services to a broad spectrum of buy-side clients including some of the leading asset management firms, hedge funds, private investment funds, insurance companies, private equity firms and venture capitalists

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Financial Modeling & Analysis

Aranca supports portfolio managers and analysts with regular modeling support. Our models are customized, flexible and built with multiple scenarios/sensitivities, so that clients can modify them further at their end, based on their requirements.

Financial Models
  • Income/Cost Drivers Based Models
  • Existing Models Update
  • Sensitivity/ Scenario Analysis
Quick Estimates
  • Consensus Estimate Aggregation
  • Mean Value Based Models
  • Seasonality Analysis
Pre-IPO Models
  • Pre-IPO Stock Valuation
  • Comparative Valuation
  • Sensitivity/ Scenario Analysis
Cash Flow Analysis
  • Operating Cash Flow Assessment
  • Sustainable Cash Flows

Company Analysis

Portfolio managers engage Aranca analysts to regularly track companies by monitoring developments and assessing implications for companies.

Earnings Analysis
  • Earnings Quality Assessment
  • Variance Analysis (estimates vs guidance / street estimates / actuals)
  • Comparable Company Analysis
  • Compensation Analysis
Tear Sheets
  • Company Overview & Business Description
  • Key Drivers
  • Business Strategy & Outlook
Meeting Preparatory Notes
  • Quick Financial Overview
  • Investment Positives & Negatives
  • Street Opinions
  • Management Questions

Screeners & Trackers

We help our buy-side clients generate and evaluate investment ideas through customized screeners. In addition, we actively track news and developments to help portfolio managers / analysts stay updated on key issues affecting their investment process.

Proprietary Screens
  • Dynamic Stock Screens
  • Fixed Income/ABS/MBS Screens
Insider Trading Tracker
  • Insider Trading Tracking from SEC Filings
Portfolio Tracker
  • 13F Filings Tracker
  • Stock Additions/ Deletion Tracker
Ratings Tracker
  • Credit Rating Tracker

Quantitative Analytics

Several buy-side clients commission Aranca to provide equity quant models and databases such as creation of proprietary indices, models, time series analysis or econometric analysis to help them save time and costs. 

Investment Hypothesis Testing
  • Investment Strategy Support
  • Idea Backtesting
Risk & Attribution Analysis
  • Risk Profiling & Monitors
  • Portfolio Optimization Tools
  • Credit/ Equity Risk Portfolios
Correlation & Pattern Analysis
  • Asset Correlation Patterns
  • Historical Trend Analysis
Index Construction & Maintenance
  • Customized Index Construction
  • Backtesting
Fund Benchmarking
  • Performance Measurement Tools
  • Portfolio Trackers
  • Initiation and maintenance of coverage on 150+ S&P500 stocks for a US based broker-dealer
  • Initiation and maintenance of coverage on 200+ global stocks (ADRs) for a leading UK-based IRP
  • Initiation on 50+ biopharmaceutical stocks for an European stock broker
  • Initiation and maintenance of coverage on 35+ large cap stocks for a leading brokerage in South Africa
  • Initiation and maintenance of coverage on 50+ stocks for a leading brokerage house in Saudi Arabia
  • Initiation note and models on 50 micro cap stocks in North America for a US broker
  • Regular modeling/research support to 10 onsite analysts for a UK based brokerage
  • Model creation and maintenance on 100 large stocks for an Indian brokerage
  • Quarterly earnings update notes on 400+ S&P500 stocks for a US based brokerage house
  • Modeling support to a US brokerage for 300 initiation model and quarterly maintenance
  • Investment Note and Model on small and mid-cap Chinese and Indian stocks for a German brokerage
  • Daily global market tracker for a US brokerage
  • Weekly sector updates on 16 sectors in US for a US brokerage
  • Daily note with stock ideas of the day for UK broker-dealer
  • Daily technical report on GCC markets for a UAE based brokerage
  • Daily technical report on KSA stocks for a Saudi brokerage
  • 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 an 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 a wealth manager based in India
  • Conducting Q&A session with a sell side analyst/Company management for a US hedge fund
Project:
Stock tracking and financial model updates of 1000+ US listed stocks

Client:
A U.S. focused long/short equity strategy Hedge Fund, with AUM of $2.5 billion, engaged Aranca for research support

Project:
Sector focused coverage of stocks for portfolio managers

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:
Investment screening of stocks

Client:
A leading Asset Manager in the US wanted a stock screener based on fundamental parameters - quantitative & qualitative - to help select securities for its portfolio.

Project:
High dividend yield portfolio creation and back-testing

Client:
A leading GCC based Investment Firm was looking to build a stock portfolio with fundamentally strong stocks that will generate higher returns.

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“Aranca has been providing research and analytical support to our equity team for over two years now. The analysts at Aranca are resourceful, knowledgeable and facilitate the generation of innovative ideas. Aranca has a very structured due diligence process and follows stringent protocols with regards to confidentiality."
- SVP, Capital Markets Division,
A Leading Investment Bank, Dubai
Focus on new ideas,
engage clients better
Request more information, work samples or a no-obligation consultation
Email us or Call +1 212-995-5890