Equity research support to a global asset manager

  • 200+

    companies screened per year

  • 50%

    over cost saving achieved


CLIENT CHALLENGES

  • The client required Mandarin- and Korean-language research support to screen interesting Chinese and Korean companies
  • Key client challenges:
  • With no presence on the mainland/in Korea, it was difficult for the client to set up a research team
  • Managing research costs while covering markets that presented language challenges was a major concern

OUR APPROACH

  • Identified highly skilled analysts with Mandarin- and Korean-language skills to conduct the research
  • Implemented Acuity’s best practices to accelerate the learning curve and minimise issues
  • Stabilised the work through regular communication with client analysts
  • Implemented a strong supervisory process to ensure high-quality support

IMPACT DELIVERED

  • Provided localised support and knowledge from Acuity’s Beijing office for APAC companies
  • Increased the breadth and depth of the client’s coverage and enhanced portfolio value
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