Investment Research
& Analytics

Accelerate the pace of your investment decisions

We thrive on solving complex challenges and creating custom solutions for our clients rather than working on simple, repetitive tasks.

Work with our experienced and highly qualified research analysts who excel in generating investment ideas by combining alternative data with fundamental research.

We offer seamless equity research support to investment managers , private banks & wealth managers , brokerages and independent research providers (IRPs) . Our services in the domain include:

Financial Modeling

Building simple to highly complex financial models to determine the intrinsic value of public equities

Coverage Initiation

Assisting the sell-side to initiate coverage on listed stocks across sectors and geographies

Coverage Maintenance

Maintaining coverage on the coverage universe or stock portfolio for sell-side and buy-side

Idea Generation

Screening markets, evaluating/ comparing companies, and analyzing global trends to generate actionable ideas

Thematic Research

Generating in-depth thematic/ sector research reports that cover key investment arguments, trends, and challenges

ESG Analysis

Creating ESG scorecards, evaluating companies on ESG parameters, and generating investment ideas

Stock/Investment Screeners

Building extensive stock screeners based on fundamental financial and operating metrics

Consensus Models

Preparing detailed consensus models to assist the buy side in making investment decisions

Broker Research Summaries

Synthesizing broker reports on companies for the buy-side – initiations, industry reports, and management meets

Portfolio Analytics

Measuring portfolio-level risks/returns related to asset classes, leverage, liquidity, and sector exposures via periodic reports

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Technical Analysis

Providing trading recommendations through technical analysis of past market data

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Channel Checks

Conducting on-ground research through interviews with industry bodies and companies as well as visiting dealers

We offer deep and insightful research to asset managers , private banks & wealth managers , brokerages & independent research providers (IRPs) , and banks worldwide on corporate credit, financials [investment grade (IG) and high yield (HY)], distressed debt, leveraged loans, structured finance, and sovereign debt. Our solutions in credit research include:

Financial Modeling

Building cash flow/financial models to determine investment opportunities across the capital structure

Coverage Initiation

Generating credit initiation reports on issuers and/or bonds across sectors, geographies, and asset classes

Coverage Maintenance

Maintaining coverage on the active and passive credit universe for buy-side and sell-side clients

Capital Structure & Covenant Analysis

Conducting in-depth analysis to understand the cash flow waterfall and collateral package for capital structure opportunities

Credit Notes

Providing comprehensive yet concise credit notes on issuers that would enable portfolio managers to make better investment decisions

Leveraged Loans & Private Debt Memos

Writing syndicated loan memos for public and private issuers through extensive due diligence on underlying transactions

Idea Generation

Developing customized investment screeners based on various filters/criteria, including fundamental and technical metrics

Relative Value (RV) Analysis

Providing scatter charts and RV templates to identify mispricing and arbitrage opportunities in the fixed income market

Regulatory Research Coverage

Detailed issuer overview note for active/ passive portfolio for quick credit assessment and to meet regulatory requirements

Bond Screeners

Building extensive bond screeners based on sectors, geographies, and technical parameters such as duration and rating

Thematic/ Sector Notes

Identifying broader credit themes and strategies that provide top-down views on credit markets

Market Insights

Offering periodic reports that cover key market movements, monetary policies, impact on credit and debt issuance trends, etc.

We provide research support to bulge-bracket & boutique investment banks globally across a range of areas such as M&A advisory , Equity Capital Market (ECM) , Debt Capital Market (DCM) , and library functions , spanning multiple sectors and industries. Our solutions in investment banking includes:

Buyer / Target List Generation

Identifying and evaluating potential buyers or targets for a given investment banking mandate

Information Memorandum

Highlighting the investment case, including the details of the transaction and business, to investors participating in a fundraising offer

Pitch Books

Providing deal-related presentations that highlight the financial and operational details of the target and strategic/financial benefits

Company Teasers

Preparing short presentations that outline transaction summaries, business opportunities, and similar deals

Sector/ Market Research

Conducting in-depth studies on sectors, market landscapes, growth expectations, drivers, competition, and market share analysis

Business Plans

Detailing new business opportunities, expected investments, return analysis, and growth expectations

Financial Models & Valuation

Building simple to highly complex financial models for companies, projects, and businesses

Trading & Transaction Comparables

Identifying relevant trading comparables and precedent M&A transactions for a specific industry or company

Company Profiles

Creating and maintaining profiles of companies (public as well as private) from different sectors and regions

Customized services are provided to real estate developers and investment funds focusing on real estate to help clients invest in Commercial and Residential properties. Our solutions for real estate investors include:

Private Placement Memorandum (PPMs)

Fund raising material, road show content, PPMs, and teasers for acquisition opportunities

Pitchbook

Pitchbooks and information memorandums (IMs) for potential acquirers or exit targets

Market Research

Market studies, sector notes, and research on sub-segments/markets across different geographies

Financial Modeling

Project feasibility models, investor return analysis (based on promotion or distribution clauses), distribution waterfall analysis, transaction/leverage structuring, and funding analysis

Financial Analysis

Regional rental yield analysis, rent roll analysis, tenant credit analysis, tenant profiles, and internal review presentations for built-to-suit (BTS) property development opportunities

Portfolio Monitoring

Quarterly regional and international real estate market updates/newsletters, MIS dashboards, and KPI trackers

We cover global markets and economies, decipher macro trends, and correlate them with investment themes and ideas for our clients including brokerages, investment managers, private banks & wealth managers . Our solutions include:

Global Macroeconomic Research

Tracking and analyzing macroeconomic developments that influence markets across asset classes – equities, fixed income, commodities, currencies, and alternative assets

Geopolitical & Policy Research

Deciphering major geopolitical developments across regions and obtaining a deep understanding on fiscal and monetary policies across developed and emerging markets

Investment Theme Generation

Offering long-term thematic ideas based on mega trends such as demographic changes, and near or long-term asset class outlook on evolving market dynamics

We leverage our experience in capital markets to provide an extensive suite of investment relations services to corporates globally. Our service offering includes:

Perception Studies

Conducting perception studies across different sectors and market capitalizations to provide actionable insights

Earnings Quality Analysis

Generating periodic earnings reports to summarize brokers’ views on the quality of earnings and cash flows, and their sustainability

Peer Benchmarking

Peer benchmarking studies on business strategy, financial outlook, capital allocation strategy, and valuation

Stock Market Positioning Analysis

Understanding stock positioning in broker model portfolios and the street’s view on the stock relative to peers and market

Brokers' Response Report

Generating quick reports that summarize brokers’ reactions on corporate events such as key executive turnovers, M&A announcements, and changes in capital allocation strategies

Investor Activism Analysis

Creating awareness within investor relations office for ownership changes, activist investor investment rationale, recent and exited investments and their rationales

We offer online and classroom training programs to train research analysts across asset classes – equity, credit, and macro research, as well as market segments – buy/sell side, investment banking (IB), and Private Equity (PE). Our training covers:

Equity Research/Credit Research

Comprehensive end-to-end skills, including industry analysis, company analysis, and MS excel financial modeling as well as valuation methods and scenario and sensitivity analysis

Private Equity/Project Finance Modeling

Specific skills relevant to private equity and project finance modelling, including payout schedules

Investment Banking

Preparation of IMs, pitchbooks, investor presentations, and target lists of buyers and/or sellers sourced from databases

We offer extensive editorial and research publishing support , which includes creating visually appealing presentations and providing customized effective reports, to a variety of global financial institutions through the following segments and tasks:

Editorial Support

Editing daily flash notes, quarterly results, initiation reports, thematic research, etc. to be published by the client’s in-house team

Presentation and Graphics Support

Providing layouts, formatting reports and presentations, and creating customized templates to publish research

DTP Distribution Support

Deploying DTP distribution specialists for publishing and distributing client reports round the clock

We cater to diverse data requests from financial data and fintech firms, which includes handling of complex data based on thorough knowledge of financial statements as well as traditional data sourcing. Our financial data management services portfolio includes:

Data Sourcing

Procuring quantitative and qualitative data sets from multiple sources such as company filings, regulator websites, investor presentations, news wires, and social media

Data Research & Analysis

Supporting front-end analysis through research, and collection and management of data to build a robust data warehouse

Data Segmentation

Segmenting large data sets into logical sub-data sets by integrating, filtering, organizing, and summarizing collected data

Data Validation

Cleansing and normalizing large collected data sets to ensure publishing of high-quality data on client platforms

Data Publishing

Publishing validated data on online and/or offline client platforms (internal and external)

Credit Research

We offer deep and insightful research to asset managers , private banks & wealth managers , brokerages & independent research providers (IRPs) , and banks worldwide on corporate credit, financials [investment grade (IG) and high yield (HY)], distressed debt, leveraged loans, structured finance, and sovereign debt. Our solutions in credit research include:

Financial Modeling

Building cash flow/financial models to determine investment opportunities across the capital structure

Coverage Initiation

Generating credit initiation reports on issuers and/or bonds across sectors, geographies, and asset classes

Coverage Maintenance

Maintaining coverage on the active and passive credit universe for buy-side and sell-side clients

Capital Structure & Covenant Analysis

Conducting in-depth analysis to understand the cash flow waterfall and collateral package for capital structure opportunities

Credit Notes

Providing comprehensive yet concise credit notes on issuers that would enable portfolio managers to make better investment decisions

Leveraged Loans & Private Debt Memos

Writing syndicated loan memos for public and private issuers through extensive due diligence on underlying transactions

Idea Generation

Developing customized investment screeners based on various filters/criteria, including fundamental and technical metrics

Relative Value (RV) Analysis

Providing scatter charts and RV templates to identify mispricing and arbitrage opportunities in the fixed income market

Regulatory Research Coverage

Detailed issuer overview note for active/ passive portfolio for quick credit assessment and to meet regulatory requirements

Bond Screeners

Building extensive bond screeners based on sectors, geographies, and technical parameters such as duration and rating

Thematic/ Sector Notes

Identifying broader credit themes and strategies that provide top-down views on credit markets

Market Insights

Offering periodic reports that cover key market movements, monetary policies, impact on credit and debt issuance trends, etc.

Investment Banking
Equity Research
Real Estate Research
Macro Research
Investor Relations
Analysts Training
Publish Support
Financial Data Management

Talk To Us

We will connect you to the right professional within our Investment Research team.

why Aranca?

We assist asset managers/hedge funds, brokerages, and investment banking and private equity firms worldwide with their investment decisions. Our credentials:

2.5+ Million

Hours

of combined research experience

12,500+

Financial Models

developed through in-depth analysis of value drivers

5000+

M&A Transactions

on which we have assisted investment bankers

80+

Sub-Sectors

in which we have extensive research experience

Our research team includes experienced professionals from global brokerages and investment management firms. Our analysts are qualified chartered financial analysts (CFAs)/chartered accountants (CAs) (equivalent to CPA in the US) or hold MBA degrees. We recruit analysts from top campuses in India and develop their skills to be client-ready through our in-house training programs.

Our net promoter score (NPS) during the past 24 months has been 75.

NPS, a leading industry customer service metric, is widely used and a score over 65 is considered to be world class. Our ready-to-be-deployed research teams and experience in supporting large and mid-market global institutions through research across sectors and markets significantly improve clients’ decision making.

The organization of our research team is based on the Global Industry Classification Standard (GICS). Our experience spans various sectors worldwide, such as energy, real estate, healthcare, industrials, financials, information technology, utilities, and consumer.

We offer flexible and scalable engagement models that can be customized to suit individual client requirements:

Co-sourced Teams

Dedicated team of analysts that would work as an extension of your own team to conduct regular research

Bespoke Projects

For one-off research support on ongoing deals or short-term resource ramp-up during key periods such as the earning season

Block of Hours

Dedicated hours per year to deploy on-demand resources across skill levels as per research requirements

Our well-developed compliance and security (both network and physical) framework has been audited and approved by leading global financial institutions. We also customize the compliance framework to suit the client’s internal requirements.

We are an ISO 27001-certified organization; information confidentiality is one of our core values.

Track Record

We assist asset managers/hedge funds, brokerages, and investment banking and private equity firms worldwide with their investment decisions. Our credentials:

2.5+ Million

Hours

of combined research experience

12,500+

Financial Models

developed through in-depth analysis of value drivers

5000+

M&A Transactions

on which we have assisted investment bankers

80+

Sub-Sectors

in which we have extensive research experience

Skilled Analysts
Client Service
Sector Experience
Compliance Framework
Engagement Models

Our Clients
Learn how we support different roles in the investment research domain

Services Provided

  • Corporate bond research – Both IG and HY
  • Sovereign bond research
  • Ratings recommendation
  • Customized tear sheets
  • Covenant analysis
  • Financial modeling, including cash flow analysis
  • Distressed debt analysis
  • Structured credit/CLO research
  • Investment committee notes
  • Shadow coverage

Case Studies

  • A team of dedicated Aranca credit analysts is serving as an exclusive research partner for a global bank’s fixed-income trading desk supporting on the corporate bonds research.
  • Aranca credit analysts supported a global investment bank’s bond trading desk through deep-dive analysis on global distressed debt.

Services Provided

  • M&A advisory
  • Pitchbooks
  • Comparables analysis – transactions and precedents
  • Target list generation
  • Detailed financial models
  • Information memorandum
  • Teasers
  • Road show presentations
  • ECM support
  • DCM support
  • Business information (library) services
  • Newsletters

Case Studies

  • Aranca set up a team of dedicated analysts to provide a range of research services to a US- based investment bank across its DCM and ECM desks. The tasks mainly included creating a proposal for potential clients, IPO/FPO prospectus, preparing road show pitchbooks and presentations, and assessing valuation ranges.
  • Aranca is supporting the senior bankers of a UK-based boutique investment bank across various deal processes mainly focused on consumer, technology, media, and telecom (TMT), and healthcare services.

Services Provided

  • Target identification and screening
  • Private placement memorandum
  • Investment committee notes
  • LBO & DCF modelling
  • Audits of financial models
  • Scenario & sensitivity analysis
  • Deal database – creation and tracking
  • Periodic valuation of portfolio companies
  • Fund and portfolio performance newsletters
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Case Studies

  • Aranca’s team supported a UK-based investment firm on opportunity assessment, deal evaluation, target identification, and preparation of deal-specific investment notes.
  • Aranca’s team worked with the investment team of a GCC-based PE firm to create a target universe, target profile, detailed valuation model, investor return analysis using distribution waterfall, and detailed investment committee memorandum.

Services Provided

  • Initiation coverage notes
  • Financial modeling – initiation and maintenance
  • Coverage maintenance
  • Earnings period support
  • Database creation and maintenance
  • Sector and thematic research
  • Special event updates
  • News updates and analyses

Case Studies

  • A team of dedicated Aranca equity analysts are serving as an exclusive research partner for a leading brokerage house in South Africa looking to expand coverage within a short period.
  • Aranca equity research analysts supported pharma and consumer analysts of a US-based brokerage in conducting theme-based research.

Services Provided

  • Financial modeling
  • Investment idea generation
  • Consensus models
  • Broker research summaries
  • Sector and thematic research
  • Earnings season support
  • Top-down sector screeners
  • Comp sheets
  • Due diligence calls
  • Participation in investor conferences and roadshows
  • Channel checks
  • News flow updates and analyses
  • Portfolio attribution analyses
  • Asset allocation models

Case Studies

  • Two of Aranca’s dedicated research analysts have partnered with a long/short hedge fund focused on the Asian market and are assisting in fundamental research activities.
  • Aranca research analysts are supporting the portfolio manager of a US-based asset manager focusing on the international market in generating and validating investment ideas, meetings/calls with the company management, due diligence calls, post earnings conference calls, and participation in investor conferences.

Services Provided

  • Idea generation
  • Theme-based research
  • Channel checks
  • Financial modeling
  • Investment committee notes
  • Database – creation and maintenance
  • Earnings period support
  • Broker research summary
  • Consensus models
  • Fund Marketing

Case Studies

  • A team of dedicated Aranca equity analysts is working closely with a global investment management firm to support/validate its investment ideas in emerging markets.
  • Aranca’s team is carrying out periodic channel checks for a US-based investment management firm to help its portfolio managers to generate unique investment ideas.

Services Provided

  • Residential Project Feasibility Financial Model
  • Distribution waterfall analysis
  • Investment committee presentation
  • REITS/Real Estate Market newsletter, Fund Whitepaper
  • Regional rental yield analysis
  • Rent roll and tenant analysis
  • Investor Return Analysis

Case Studies

  • Aranca’s real estate team supported a GCC-based investment firm on financial modeling, opportunity assessment, and deal evaluation for a residential development project in KSA.
  • Aranca set up a team of dedicated analysts to support the real estate team of a GCC-based investment firm to help in creating a multi-asset development financial model and generating rent roll analysis, asset presentations, tenant credit analysis and profiles, and rental yield analysis.

Services Provided

  • Macroeconomic commentary – periodical
  • Theme-based research
  • Global macro database – creation and maintenance
  • Analysis of key economic indicators
  • Newsletters

Case Studies

  • Aranca is supporting a GCC-based bank in preparing a monthly macroeconomic research report on analyses of economic indicators, political and regulatory scenarios, market performance, and corporate news.
  • Aranca is assisting a European bank in creating a periodic macroeconomic indicator that tracks key macroeconomic variables such as GDP growth, inflation, unemployment, PMI, housing, retail sales, and policy-related variables for a range of developed and emerging economies.

Services Provided

  • Long-term strategic business perception studies
  • Broker research coverage dashboards
  • Peer benchmarking
  • Shareholder analysis
  • Investor activism analysis
  • Company periodical result updates
  • Corporate roadshow presentations
  • Other investor communication
  • Stock exchange mandated investor toolkits

Case Studies

  • A US-based mid-cap industrial company was concerned about its quarterly results and their implications on the current financial outlook. It reported well below Wall Street’s expectations for three consecutive quarters. The company sought assistance in crafting a message for the quarter and future growth strategy.
  • Aranca supported the IR team of a GCC-based bank to create its annual investor presentation.

Services Provided

  • Data research and analysis
  • Data sourcing
  • Data segmentation
  • Data validation
  • Data publishing

Case Studies

  • Aranca’s team of dedicated analysts is processing more than 70,000 conferences and other events per month for a US-based corporate access firm. The team validates all data points and publishes them on the company’s proprietary platform.
  • Aranca supports a UK-based corporate governance database provider by processing up to 200K datapoints per month for covered companies. This helps the client to assign a corporate governance score to the companies under coverage.

Join our Investment Research Team

Work with the best global investment management and banking firms.

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