Equity Research Outsourcing Services

Equity Research Consulting Services

Our highly qualified and experienced equity research analysts work as an extension of the teams of global investment managers and research analysts. We support equity research firms in finding new investment opportunities, expanding coverage, and staying abreast of industry, regulatory and technology trends, and evolving company performance. Our equity research teams of fundamental research and data experts provide customised services to equity research firms by combining alternative data, ESG and technology expertise (e.g., our BEAT suite of tools) to provide differentiated research insights across sectors. We employ one of the largest pools of research analysts with higher professional degrees in finance (such as CFA and CPA), well supported by our Training and Knowledge Management team through a CFA Institute-accredited equity research training programme.

Who we serve

Equity Research Services & Support We Offer

Equity Research Services

Idea Generation and Validation
Coverage Initiation and Maintenance
News Alerts and Monitoring
Background Research
Thematic and Sector Research
Dailies and weeklies – sector and macro
Monitoring and Synthesizing Broker Research
Marketing Support
Specialised Research – Corporate governance and ESG analysis
Channel checks and Primary Market research surveys

Automation and workflow management platforms

Aura - Automated Financial Data Extractor

Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algorithms.

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Aura - Automated Financial Data Extractor

AI-/ML-based training models/algorithms learn the way you append data and updates financial taxonomies automatically at the back end

Best-in-class lookback referencing functionality that empowers auditors

Annual Survey of Wealth Managers 2024

The global landscape is uncertain and dominated by fast technological advancement, increasing regulatory scrutiny and ongoing market volatility

Read the full report here

How we are different

Research pedigree

Over 90 active clients in fundamental research

Nearshore capabilities

A “follow-the-sun” model, with equity research teams in San José, Beijing, Colombo, Bangalore and Gurgaon for a seamless equity research outsourcing support

Automation philosophy

Combining technology and processes with people to automate time-consuming data-related tasks

Multi-language capabilities

Ability to provide support to equity research firms in multiple languages to top equity research companies

Scalability

600+ fundamental research analysts and an active bench

Stronger levels of service quality

Customised solutions for equity research companies provided by a highly qualified and experienced talent pool supported by a strong governance mechanism