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SG Analytics, a best managed outsourcing firm by Black Book Of Outsourcing, is a leading research and analytics KPO outsourcing firm which provides a range of services to financial services companies, market research companies and business research firms. Our customized solutions for data management, investment research, equity research, data processing, business research and business analytics can help both large and small organizations to manage their costs and workflow, thus enabling our clients to focus on their core business.
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Research & Analysis Experts
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SGA is a global provider of end-to-end research and analysis services
Our clients include financial services companies, large corporates and marketresearch firms across US, Europe and Middle East
Our global delivery centre is based out of Pune, India which is known as the‘Oxford of the East’
SGA is powered by a pool of talented MBAs and CFAs from reputed instituteswith diversified experience across sectors and markets
Ranked 3rd as “Leading Provider of Knowledge Process Outsourcing ServicesGlobally for Overall Satisfaction” 2010 by Black Book of Outsourcing
Ranked as one of the top 50 best managed services companies in the world byDataMonitor (ranked 20th, top 1 percentile amongst 2751 companies) in 2010
Recognition by Clients
SGA Overview
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Investment Research
Equity & Sector Research Financial Modeling & Valuations Idea Generation Tracking & Analyzing News & Events
Business Research
Industry Reports Investment Memorandums Pitch Book & Marketing Collaterals Media Monitors & Newsletters Company Screening & Profiling Business Feasibility Studies
Market Research
Primary Research(CATI and CAWI) Desk Research Survey Programming Data Services List Generation
Fund Sales & Marketing
Fund Factsheets RFP/RFI Completion Due Diligence Questionnaires Survey Responses Consultant Database Updates Sales and Marketing Flyers
Research &
Analytics
Analytical Services
Tick Data Management & Analytics High Frequency Strategy Analytics Trading Algorithm Development and
Maintenance Customer Analytics Customer Profiling, MIS Reporting &
Identification of New Up-Sell / Cross-Sell Opportunities
Customer Data Aggregation, Cleansing and Segmentation
Services Snapshot
Tax Compliance / Valuation Services
Private Company Valuations (IRC 409A)- Financial Modeling- Value Allocation
ESOP Valuation (SFAS 123R)- Stock Option Valuation Modeling- Expensing Schedule
Report Writing Audit Support
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High end client interface
Scalable & cost
efficient delivery with
offshore leverage
Application of domain
expertise
& flexibility to client
needs
Experienced professionals interacting with client project owners to rapidly
conceptualize solutions
Offshore team primed to absorb large volumes with rapid response
Capacity to absorb large scale work volumes
Ability to understand and respond to evolving client needs
Flexibility to change teams based on requirements
Approach
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More than 10 years of international working experience in Europe, US, India or Middle East
Direct experience of Research and Analysis covering different Markets & Asset Classes
Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University
etc.
5 plus years of working experience in the Financial Services Industry
Direct experience of Research and Analysis covering different Markets & Asset Classes
Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or
India often with engineering degrees from institutes such as IIT
3-5 years experience in Research & Analysis
Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis
often with engineering degrees from institutes such as IIT
Associate VP’s
Senior Analysts
Analysts
Delivery Team Profiles
More than 15 years of international working experience in Europe, US, India or Middle East
Direct experience of Equity & Credit Research, Asset Management, Investment Banking,
Commercial Banking, Structured Finance, Private Banking or Consulting
Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University
etc.
VP’s
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Investment & Private Banks
Asset Management Firms
Fund Administration Companies
Corporate Finance & Investor Relation Firms
Private Equity Companies
Market Research Firms
Large Corporates
Business Valuation Firms
Client Segments
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Improved analytics for
decision making
Higher impact to end
clients and investors
Working with unstructured data & deriving key insights
Use of external research
Increased distribution of marketing information
High quality presentation
Service Impact for Clients
Increased research
coverage
Sector expertise
Multiple language coverage (German, French etc.)
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Disclaimer:No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical, photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’ databases. For detailed sourcing information contact SG Analytics.
EuropeAhmed Hakki, Vice [email protected]+41 79 576 15 86
United StatesMichael de Coux, [email protected]+1 917 653 8996
AsiaSimran Wadhwa, Senior [email protected]+91 985 0248 555
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Key Contacts
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Appendix
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Equity research
Valuations
Financial modeling support to the existing resident analyst
Deep sector research
Thematic studies
Investment memorandums & pitch books
IPO fact books
Prepare & publish annual & quarterly reports based on a company’s audited & unaudited balance sheet
Regular (daily / weekly) coverage on:
Equity markets
FX & FI
Sectors & companies
Special events
Policy & compliance news
Identification & profiling of UHNWI’s based on tracking of wealth generation events
Both detailed & snap shot profiles provided
Investment Research Business Research Daily Briefings Private Client Profiling Quantitative Analytics
Tick data management
Quote tick analytics
High frequency strategy analytics
Financial Services – Sell Side
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Market Intelligence Marketing & Sales Support Investment Research
Weekly global product launch monitor tracking all major investment product launches. Products covered include equity funds (incl. ETF), fixed income funds, balanced funds, hedge funds, private equity funds, real estate funds, commodity funds, mixed asset funds & structured products
Fund pitchbooks & fund launch brochures
Analysis of funds vis a vis peers in terms of performance & net flows
Analysis of fund flows across different markets
ROI estimation on different marketing activities
Update & maintenance of latest fund information on global management databases
Respond to RFIs /RFPs /DDQs using pre defined templates & softwaressuch as Kadient
Updating & publishing fund fact sheets
Equity research
Valuations
Financial modeling support to the existing resident analyst
Deep sector research
Thematic studies
Deal support
Quantitative Analytics
Tick data management
Quote tick analytics
High frequency strategy analytics
Financial Services – Buy Side
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Online Customer Analytical Workbench
Customer Data Aggregation, Cleansing & Segmentation
Channel Usage Analysis Customer & ProductProfitability Analysis
Build an analytical workbench using customer data from multiple sources to:
Test segmentation scenarios
Analyze customer data by segment, line of business, relationship managers & others
Identify business opportunities based on codified business rules
Analyze channel usage trend by customer segment to highlight usage patterns, SLA deviations & service gaps
Benchmark existing channel usage to best-in-class practices & build channel roadmap to close the gap
Identify opportunities to migrate customers to low cost channels
Build profitability models at the product , customer segment or discrete customer level to identify profit drivers
Analyze customer profile & transaction data at the product level using sophisticated multivariate regression models to identify actionable steps to drive higher profitability
Integrate customer data from multiple back-end systems & use sophisticated tools for best data selection
Improve data quality using statistical tools for cleansing & normalisation
Segment customers to align them to business objectives & build multiple segmentation models
Profile customers deeply based on their CRM data, key metrics & asset / liability balances
Build sales dashboard for management which highlight performance & linkage to sales KPI’s
Identify strategic & tactical up-sell / cross-sell opportunities in the existing customer base
Customer Profiling, MIS Reporting & Identificationof New Up-sell / Cross-sell Opportunities
Financial Services – Commercial Banks
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Calculations & reporting of:
NAV
Dividend accruals
Total expense ratio (TER)
Taxable income by jurisdiction
Security lending income
Book cap stocks
Corporate actions & cash reconciliations
NAV Calculation Support Reconciliations Support Accounting Support
Daily accounting, recording & maintenance of all investment activities including multi currency accounts
Valuation of the underlying instruments in a PE fund
Valuation of illiquid financial instruments
Financial Services – Fund Administrators
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Support regular maintenance & update of information products related to financial servicesindustry
Creation of specific back end databases to support organizedstorage of information
Snapshot information on companies, sectors or countries
Summarisation of impact of regulatory & compliance related news
Data Aggregation Database Creation & Updates
Editorial Writing
Financial Services – Financial Information Providers
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Customer analytics
New client briefing packs
Pitch books
Request for information / Request for proposal support
Newsletters and updates on industry and peers
Corporate profiles
Industry and market reports
New market entry opportunity analysis
Benchmarking company’s financial performance relative to its peers
Investor analysis, relative valuation analysis, share price and trading volume analysis
Qualitative and descriptive analyst presentations providing company and competitor analysis
Analyst briefing packs
Assisting in preparation of annual and quarterly reports
Business Development Support
Corporate Strategy Investor Relations
Non - Financial Services – Corporates
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Deep sector research
Comprehensive industry research
Financial and operational sector benchmark analysis
Industry landscape SWOT analysis
Market overviews including key players, trends and technologies, historic and forecast analysis
Competitive positioning and intelligence
Company analysis reports
Financial analysis
Historic and forecast analysis
Operational efficiency
Pricing analysis
Product and client analysis
Scenario analysis
Short and long form company descriptions & analysis
Company filings from annual and quarterly reports and company presentations
Market / industry data from public agencies and industry bodies
Industry & Competition Research & Analysis
Company Analysis Information / Data Aggregation
Non - Financial Services – Business Consulting
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Primary Research (CATI and CAWI)
Desk Research
Survey Programming
Data Services
List Generation
Sector & company analysis
Market entry analysis
Customer satisfaction research analysis
Research Analysis
Non - Financial Services – Market Research
