Research & Analysis Experts

SGA is a global provider of end-to-end customized investment and business research, valuation and consulting services.

Our clients include global financial services companies, large corporate and market research firms across US, Europe and Middle East

Our global delivery centre is based out of Pune, India which is known as a ‘Oxford of East’

SGA is powered by a pool of talented MBAs and CFAs from reputed institutes with experience across sectors and markets

SGA Overview

Rated 2nd on ‘Quality and Cultural fit’ by clients amongst all KPO’s in 2009 by Black Book of Outsourcing

Ranked as top 50 best managed services companies in the world by Data monitor (ranked 20th, top 1 percentile amongst 2751 companies) in 2010

Recognition by Clients

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Business Research

Initiation of Companies Financial Modeling and Analysis Background Research Idea Generation Coverage Maintenance Tracking and Analyzing News and Events

Investment Research Preparing Company and Sector Reports Market Intelligence Preparing Investment Memorandums Pitch Book and Marketing Collaterals

Market Research Primary and Secondary Research Media Monitors and Newsletter Market Entry Analysis Customer Satisfaction Research Analysis

On - Demand Research Background Research on Companies, Sectors,

and Investment Ideas Gathering Primary and Secondary Data Road Shows Earnings Season Support

Fund Sales and Marketing Fund Factsheets RFP/RFI Completion Due Diligence Questionnaires Survey Responses Consultant Database Updates Sales and Marketing Flyers

Services Snapshot

Research &

Analytics

Analytics Services

Customer Analytics Customer Profiling, MIS Reporting &

Identification of New Up-sell / Cross-sell Opportunities

Customer Data Aggregation, Cleansing and Segmentation

Customer and Product Profitability Analysis

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High end onsite interface

Scalable & cost

efficient with

offshore leverage

Domain knowledge

& sensitivity to client

Experienced professionals interacting with client project owners to rapidly

conceptualize solutions

Offshore team primed to absorb large volumes with rapid response

Substantial financial services industry experience with sensitivity to client needs &

corporate culture

Approach

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

Functional expertise in Investment Research, Analytics or Marketing

Direct experience of Asset Management, Investment Banking, Commercial Banking, Private

Banking or Consulting

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

Functional expertise in Research & 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 Investment Research & Analysis in the Financial Services Industry

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

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Investment & Private Banks

Asset Management Firms

Fund Administration Companies

Corporate Finance & Investor Relation Firms

Private Equity Companies

Market Research Firms

Client Segments

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Improved analytics for

management decision

making

Increased research

coverage

Higher impact to

clients and investors

Working with unstructured data & deriving key insights

Use of external research

Sector expertise

Multiple language coverage

Increased distribution of marketing information

High quality presentation

Service Impact For Clients

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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.

Key Contacts

Ahmed Hakki, VP Business DevelopmentEmail: ahakki@sganalytics.comTel: +41 44 724 41 92; +41 79 576 15 86

Simran Wadhwa, Senior Manager Business DevelopmentEmail: simran@sganalytics.comTel: +91 985 0248 555

SGA Global Delivery CentreA-3, 6th Floor,E-Space IT Park,Nagar Road,Pune – 411 006, India.

.

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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

Equity & Sector Research Corporate Finance Support 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 & softwares such 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 & Product Profitability 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 services industry

Creation of specific back end databases to support organized storage 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: Online questionnaires

Telephone interviews both scripted & creative

Focus group discussions

Secondary research:

Sector research

Market intelligence

Media monitors & newsletters

Research panels:

Consumer & mystery shoppers

Sector & company analysis

Market entry analysis

Customer satisfaction research analysis

Research Analysis

Non - Financial Services – Market Research