Maintaining lean structure without compromising on talent quality
Engagement highlights:
Scalable FTE-based model
Access to globally distributed team across India, China, Poland, Argentina, and Colombia
Institutional best practices for research as well as project management
Specialized talent sourcing
Scope of work
Fixed income, private markets and equity research:
New issuances/coverage, financial modelling, identifying investment thesis, investment committee reviews, earnings support, local market flavor, field visits, analyst/industry expert interactions, and private debt deal support
Quant, macro research and data analytics:
Portfolio analytics, statistical models, back-testing, NLP for new factors, domain-led tech support for traditional and alt data research, Data engineering, and Data quality
Responsible investing:
ESG scoring frameworks and commentaries; ESG due diligence/controversy assessment, and active engagement with investee companies
Impact
Benefits to the client:
Increased coverage per analyst by 1.75x while maintaining cost efficiencies
Highly integrated into the investment process
Local market knowledge and language capabilities from China, Poland, and LatAm
Brought efficiencies through process automation
Surge coverage for key strategic initiatives such as sustainability and CLO product launch