-
USD1
million of annual Saving
-
50% to 60%
productivity gains
-
50%
more time to onshore team for value added tasks
Client Challenges
- Need to support multiple requests from relationship managers to increase coverage across asset classes – equity, credit and investment funds
- Limited onshore capacity to handle high volumes
- Budget constraints and high cost per output if done in house
- Lack of standardization in output
Our Approach
- Acuity deployed 16 analysts from its Investment Research team to initiate on and update the client’s coverage list
- Acuity’s core team was a mix of sector specialists: CFAs, Chartered Accountants and MBAs
- Within one year, the Acuity team delivered over 2,500 initiation notes and 1,000 update notes across asset classes
- Reports prepared by the Acuity team were distributed internally by the client and fully attributed to Acuity; they are now accessed by a large number of the client’s relationship managers globally
- With the help of RIXML tagging, the Acuity team published these passive coverage notes on the FactSet platform, enhancing ease of access and use
Value Delivered
- Annual saving of USD1 million
- Quickly scaled-up coverage
- All initiation notes are in final form, attributed to Acuity and accessible by the client's expansive relationship manager network
- Standardized processes, key tasks and enhanced operating efficiency
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