Objective

To help a European Wealth Manager increase its appeal to HNW investors by expanding its research beyond in-house coverage of Europe and the United States through the addition of Latin America and Japan. 

 

Challenges

• Client's in-house research team had no existing coverage of the new markets
  
• The research provider had to be flexible in adapting coverage to align with the client’s house view
  
• The output had to comply with in-house marketing standards
  
• The project had to be executed within two and a half months
   

CRISIL’s Solution

• Constituted a team of 10 analysts dedicated for the research initiative
  
• Adopted a top-down stock selection process based on fundamentals and thematic exposure
  
• Suggested investment themes based on structural market changes and investment priorities such as Japan Olympics, robotics and automation, and large-cap bellwethers
  
• Applied a three-step top-down approach to arrive at the recommended list of 60 stocks
  
• Delivered 60 stock ideas in phases, refreshing the list every half-year and providing monthly compendiums
  

Client Impact

• 15% expansion of coverage
  
• Independent coverage at 30% of onshore research costs
  
• In-house automation tool for daily updates of stock notes
  
• Research enhanced with sector-specific inputs from SMEs
  
• Faster time to market for stock ideas - 25% faster than onshore benchmarks
  
• 20% increase in client conversations
  

Questions

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