-
70%
automation of periodic tasks including data-quality checks
-
100%
independent handling by Acuity team
-
10+
years of support
CLIENT CHALLENGES
- The APAC equity strategy team of a US-based sell-side firm wanted to engage with Acuity for support with its regular publications and other research-related activities
OUR APPROACH
- The Acuity team deployed an associate with the relevant experience
- The associate provided the following support:
- Building and tracking databases on macro indicators, market variables and bottom-up financials
- Updating/building screeners to identify companies based on specific themes/conditions
- Conducting thematic research using top-down (analysing trends in macroeconomic factors to arrive at recommendations) and bottom-up approaches
- Conceptualising and implementing research ideas pertaining to region/ sector/ country/ themes/ macro/ markets/ FX/ commodities/ rates
- Assisting in preparing quarterly strategy reports with a macro-outlook on the overall economy, currency, commodities and specific sectors and companies
- Preparing daily market commentary and other weekly/ monthly periodicals
- Helping the onshore team with ad hoc requests and roadshows
IMPACT DELIVERED
- The client was able to leverage Acuity’s help with more data-related and regular reporting and, therefore, able to spend more time on building strategies. The solution also provided the client with the flexibility to add or reduce companies, sectors, etc. and test the robustness of the strategies. This analysis helped the client build different equity strategies.
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