Equity Research Support for a Europe Based Asset Manager

  • ~50

    Support to analysts across 4 client research groups

  • 1200

    models standardized and 650 results updated every quarter

  • ~75

    industry reviews and 9 additional due diligence reports

  • 7

    flagship products and 350 valueadditions across sectors


CLIENT CHALLENGES

  • The client wanted to outsource secondary research work
  • This would release the bandwidth of its onshore analysts to focus on primary research, conduct in-depth analysis, expand coverage,and improve time to market

OUR APPROACH

  • Initially supported the client’s Europe team in building and maintaining financial models, industry databases and charts (absolute/relative analysis of stock performance/valuations, etc.)
  • Split the team into sectors to mirror client analyst team setup
  • Conducted training and twolayered quality checks, and created documentation (SoPs)
  • Held monthly calls with Directors of Research to gauge analyst productivity and work trends

IMPACT DELIVERED

  • Migrated ~1,200 models to a standard template, aiding the portfolio manager’s decisionmaking process
  • Reduced turnaround time and improved efficiency by 30% for some standard tasks
  • Helped client analyst transitions by maintaining models during the handover period
  • Rolled out value additions, helping broadcast client analyst ideas across sectors
  • Extended supported to other teams and supported portfolio managers and Directors of Research on an ad hoc basis
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on