Asset and Private Wealth Management

Asset and Private Wealth Management

We provide comprehensive research support to asset managers (public equity, credit and structured instruments) as well as private wealth managers across the globe. We deliver high value research insights to aid excellent decision-making that eventually help portfolio managers generate the alpha. We offer customized approaches to facilitate smooth integration with the investment principles and vision of our clients. Our support areas include, but are not limited to, security screening, macro-economic research, commodity research, sector/thematic research, financial modeling and valuation, portfolio monitoring and analysis, and event tracking.

Long and Long / Short Fixed Income and Credit Emerging Markets Quant Strategies ESG Services
Thematic researchDebt structure Macro-economic researchData cleaning Policies and frameworks
ScreenersCovenant analysisIndustry researchStrategy modelingESG thematic research
Financial Modeling Cashflow modelingEvents monitoring Back testingESG indicators
Valuation analysisPeer group analysis Commodity researchMachine learningESG scoring
Portfolio monitoring Credit risk and rating analysisFX researchWeb scraping Portfolio monitoring

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