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Enhanced research coverage with attribution to Acuity
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Better leverage for onshore analysts/investment managers
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50-60% productivity gains
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Over USD1m in savings in year 1
Client challenge
- 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 by in-house
- Lack of standardization in output
Our approach
- Acuity deployed 16 analysts from its Investment Research team to cover initiation 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 internally distributed 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
Impact delivered
- Quickly scaled up coverage
- All initiation notes are in final form, attributed to Acuity and accessible by the client's expansive relationship manager network
- Current composition of the client's equity team: 20% onshore analysts and 80% Acuity analysts, resulting in notable cost savings
- Standardised processes, key tasks and enhanced operating efficiency
- We estimate cost savings of over USD1m in year 1 automated
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