Private Banks & Wealth Managers

Research and analytics across asset classes to enable Private Banks and Wealth Managers to focus on generating investment ideas and other high-impact assignments.


2.5+ Million

Hours of cumulative experience supporting Asset Managers in equities and fixed income & credit securities.

55%

Of global M-cap is accounted by the stocks researched by us.

$700 Billion

Worth of equity assets under management supported, globally.

1,000+

Thought Leadership articles prepared to support Asset Managers in their efforts to reach potential investors and influencers.

Solutions Portfolio

Research and analytics across asset classes that enable Private Banks and Wealth Managers to generate investment ideas.


Research Services

Key Research Support Areas

  • Equities
  • Financial modelling
  • Coverage maintenance
  • Stock/Sector research
  • Pre-earnings reports
  • Thematic research
  • Market newsletters
  • Credit & Fixed Income
  • Research support across:
    • Investment grade
    • High yield
    • Distressed debt
    • Securities credit
    • Sovereign
    • US municipals
  • Credit modelling | Note writing
  • Capital structure analysis
  • Covenants analysis
  • Bond databases
  • Macro Research
  • Macro research, Economic forecasting
  • Thematic reports
  • Indicators watch
  • Commodity research
  • Currency research
  • Database creation
  • Multi Asset
  • Opportunity screening
  • Correlation & Pattern analysis
  • Benchmarking analysis
  • Back-testing
  • Asset allocation support
  • Simulation modeling

Portfolio Analytics & Communications

  • Portfolio analytics
  • Performance attribution
  • Performance reporting
  • Portfolio & Risk analytics
  • Sales support
    • Fund pitch book
    • RFP/RFI support
  • Investor communications
    • Fund fact sheets
  • Marketing support
    • White papers
    • Investment commentary

Our Experience


North America 50% of market capitalization on which we have written research.
~3,500+ companies on which we have created financial models and/or reports.
2,000+ credit models and notes across investment grade, high yield, and distressed securities.
Europe 60% of market capitalization on which we have written research.
~2,500+ companies on which we have created financial models and/or reports.
1,500+ credit models and notes across investment grade, high yield and distressed securities.
Africa 65% of market capitalization on which we have written research.
~500+ companies on which we have created financial models and/or reports.
100+ credit models and notes across investment grade, high yield, and distressed securities.
Middle East 85% of market capitalization on which we have written research.
~750 companies on which we have created financial models and/or reports.
300+ credit models and notes across investment grade, high yield, and distressed securities.
Asia Pacific 60% of market capitalization on which we have written research.
~2,000+ companies on which we have created financial models and/or reports.
1,000+ credit models and notes across investment grade, high yield, and distressed securities.
South America 40% of market capitalization on which we have written research.
~750+ companies on which we have created financial models and/or reports.
500+ credit models and notes across investment grade, high yield, and distressed securities.

Looking to increase your investment research coverage while still reducing costs?

Knowledge Library


  1. 1
  2. 2
  3. 3
    1
  1. 2
  2. 3
    1
  1. Gamification in Education

    Bolstered by the proliferation of hand-held devices and the acceptance of gamification in various sectors such as education, enterprise, and healthcare - the global simulation

  2. 2
  3. Paris Climate Change Conference 2015

    The twenty-first session of the Conference of the Parties (COP21) was a historic gathering in support of the Paris Agreement on Climate Change. The conference

  4. 3
    1
  1. China Slowdown — Impact On Key Economies

    After three decades of extraordinary growth, the Chinese economy is undergoing a major transition from export and investment-driven growth to consumption and service-led sustainable growth.

  2. 2
  3. 3
  4. India Budget 2013-14 Analysis

    Given the limited resources at his disposal, expectations from the finance minister were low. Domestic and foreign investors were not anticipating an encore of the “D