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Corporate Profile

SG Analytics Research and Analysis

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Page 1: SG Analytics Research and Analysis

Corporate Profile

Page 2: SG Analytics Research and Analysis

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SGA as a Preferred Research Vendor

SG Analytics is a KPO providing end-to-end customized research to global clients across US, Europe and Middle East. Our 2 delivery centres: Pune (known as ‘Oxford of the East’ and Hyderabad provide the required contingency and business continuity planning (BCP) to our clients.

SG Analytics diverse research platform encompassing multiple asset classes provides scalable and cost effective research to our clients

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SGA is unique in the industry for its combined offering of the following three propositions

Delivery team with relevant prior experience in financial

services and research in different geographies

Sector specialists and desktop publishers augment research

done by analysts

Delivery offices in Pune and Hyderabad, which have lower

cost of living compared to Delhi, Mumbai or Bangalore

Pune, a university town provides abundant supply of

trained manpower

Ability to conduct both secondary and primary research in multiple European and Asian

languages, such as French, German, Spanish, Portuguese,

Arabic, Japanese, Korean, Mandarin, and Cantonese

+ +

Ranked 3rd among “Leading Providers of Knowledge Process Outsourcing Services Globally for Overall Satisfaction” 2010 by Black Book of Outsourcing

Ranked as one of the top 50 best managed services companies in the world by DataMonitor (ranked 20th, top 1 percentile amongst 2,751 companies) in 2010

Recognition by Clients

What Sets SGA Apart…

Robust Delivery Model Cost Leadership Multi Lingual Capabilities

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Presence across the entire research and analysis value chain

Data cleaning and aggregation Primary and secondary research

News runs Profiles

Spreading historical financials Newsletters

Information memorandums

Equity, credit & sector research

Complex financial modeling & forecasting

Valuation & investment recommendation

Synergy analysis for M&A transactions

LBO, DCF & Merger Modeling

Quantitative research & advanced statistical modeling

Trading strategies based on qualitative & quantitative research

Asset allocation strategies

High-frequency trading & tick data analysis

Identifying M&A opportunities

Live support on pitches & deals

Ide

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An

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is

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One Stop Shop for All Research and Analysis Services

Page 5: SG Analytics Research and Analysis

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SGA: Client Segments and Services

Research &

Analytics

Equity Research Fixed Income Research Financial Modeling Investment Banking Private Company Valuations

(409A/PPA) ESOP Valuation

Industry Reports Investment Memorandums Pitch Book & Marketing Collaterals Media Monitors & Newsletters Company Screening & Profiling Business Feasibility Studies Private Equity Fund Valuations

Client Segments Hedge Funds, Private Equity Firms, Buy-Side Firms, Sell-Side Firms, Investment Banks, Large Corporations, Pension Funds

Primary Research (CATI , CAWI and Phone to Web)

Focus on B2B studies for Qualitative and Quantitative Interviews

Questionnaire Designing Survey Programming Deliverables in SPSS and/or Excel formats Live Barging & Online Reporting Tools Data Services and List Management

Client Segments Market Research Firms, Consulting Firms, Large Corporations

Editorial Support Services Desktop Publishing and Typesetting Layout Designing Multilingual Desktop Publishing Sales and Marketing Flyers Factsheets Consultant Database Updates

Client Segments Buy-Side Firms, Sell-Side Firms, Strategic Advisory Firms, Asset Management Firms, PR Firms, Private Equity Firms, Investment Banks

Data Aggregation, Cleansing and Segmentation

Big Data Analytics, Profiling & MIS Reporting

Tick Data Management & Analytics High Frequency Strategy Analytics Trading Algorithm Development and

Maintenance Financial Markets Analytics

Client Segments Large Corporations, Asset Management Firms, Insurance Companies, Commercial Banks, Mortgage Banks, Hedge Funds

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SGA Talent Development: Multi Dimensional Approach

Dimensions Key Attributes

Ownership & Responsibility Ownership, Accountability, Self-management, Decision-making and Adapting to Change

Technical Skills Domain Expertise and Application of Knowledge

Work management Scope of Work, Process Planning and Meeting Deadlines

Client & People Management

Client Communication and Management, People Communication and Management and Right Protocol (e-mail and verbal)

Responsibility Focuses on attitude

Work Management Focuses on project

planning, monitoring and review

Client & People Management

Focuses on interpersonal and social skills

Technical Skills Focuses on the tools and

techniques for work execution

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Our Presence: Multiple Geographies

ASIA

Delivery Centre Delivery Centre

A-3, 6th floor, E-space IT Park, Office No. 401, Nagar Road, Near Inorbit Mall, 4th Floor,Shangrila Plaza, Pune- 411014, Road No. 2, Maharashtra, India. Banjara Hills, Hyderabad – 500 033, Andhra Pradesh, India.

EUROPE

Limmatquai 80 90-92 St.John Street,

8001 Zurich, London, EC1M 4EH, Switzerland. United Kingdom.

UNITED STATES

48 Wall Street, 11th Floor, New York, N.Y. 10005.

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Sushant Gupta

Founder & CEO

B Tech IIT Delhi, INSEAD MBA

Description

Sushant has worked with companies such as Siemens, Schlumberger and Monitor in India, UK, Norway and Middle East. Since 1999, he has developed a successful track record as an entrepreneur in UK and India in the Information and IT sector. His diverse industry experience gives him the expertise to lead the growth of SG Analytics. Sushant is also an investor in Aavishkaar a pioneering rural venture capital group and board member of Sampark, an NGO focused in helping poor women.

Ahmed Hakki

Vice President, Business Development

Masters Law, University of Zürich, INSEAD MBA

Description

Ahmed leads Business Development at SG Analytics. Ahmed has more than 16 years of experience in global Investment Banks like Nomura Securities, Societe Generale and UBS covering Equity Sales, Asset Management and Private Banking. His strong domain knowledge of the financial services industry and relationship management skills are extremely useful in developing new client relationships and providing existing clients an empathetic interface.

Mahesh Joshi, CFA

Vice President, Research

BE, VJTI, JBIMS MBA, CFA 2006

Description

Mahesh leads multiple research projects in both Equity and Credit Research at SG Analytics. Mahesh has experience of more than 15 years and has lived and worked in India and the US. He has worked in multiple roles as a Buy Side Analyst & Fund manager with UTI Mutual Fund, Sell side equity analyst with HDFC Securities, Credit Analyst with CARE Ratings and Head of Research supporting a UK based Independent Research Provider.

SGA is a management-owned company, which gives it financial and operational stability with a vision for the future

Actively Involved Leadership: With Ownership in the Firm

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SGA’s workflow model facilitates smooth delivery and high quality output

Workflow Model Built on Robust Quality Process and Communication

Client

Project receipt

Client Communication

Project Delivery

Client Communication

Requirement and objective capture

Efficient and appropriate staffing

Execution with regular iterative checks and strict quality control

processes

Delivery in appropriate

format and form

Confirmation of client satisfaction

or action on client feedback

Learning absorption

Storage of reusable

information research in the

internal knowledge management

system

Client Account Manager & AVP Delivery Team & PM SGA

Quality Control QC* QC

1 2 3

Sr. Analyst/ Analyst

Project Manager

AVP

Client eye and sanity check

Completeness and Accuracy

check

Self QC

*includes editorial check in case of word/PPT doc

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More than 15 years of international experience working 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, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.

VP’s

More than 10 years of international experience working in Europe, US, India or Middle East

Direct experience of Research and Analysis covering different Markets & Asset Classes

Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.

Associate VP’s

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

Senior Analysts

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

Analysts

Highly Qualified and Experienced Delivery Team

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SG Analytics is ISO/IEC 27001:2005 certified for its information security management systems

SG Analytics understands the sensitive nature of financial data and has established controls and processes within the firm to protect and secure the

interests of its clients.

Firm

Confidentiality - Each employee has to sign a confidentiality agreement with SGA

Non compete - Each employee has to sign a non compete agreement with SGA for a duration of 3-6 months depending on the seniority of the person

Client specific - Clients can also request key personnel working on their projects to sign a separate confidentiality and a non compete agreement

Physical access - Secured access areas

Logical access - Password protected work stations, restricted access to server work areas

Internet - Firewall protected and regular internet usage monitoring

Email – SGA employees have restricted access to emails. No personal emails can be accessed within the business facility.

Checks and Controls

Conducted by BSI and by clients

Audits

SGA Emphasis on Information Security and Data Confidentiality

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Ahmed Hakki, Vice President

[email protected]

+41 79 576 15 86

Simran Wadhwa, Senior Manager

[email protected]

+91 985 0248 555

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.

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