Investment Research Overview
Evalueserve provides investment research services to a wide range of clients in the financial services domain. Our clients include leading bulge bracket investment banks, asset managers, private equity firms, hedge funds, and small and mid-sized investment management firms. With a wide basket of offerings, we cover the entire value chain of the investment research domain. Our investment research services are grouped into fours broad categories—Equity research, Corporate Finance, Buy-side Research and Quantitative Analysis & Fixed Income Research. Evalueserve provides independent research as well as support services, which facilitate and add value to a client’s in-house research team. In addition, access to a number of financial databases enables Evalueserve to conduct research efficiently.
Investment Research Services
A strong project management team, supported by qualified professionals, enables Evalueserve to successfully execute even the most challenging of client requirements. We understand the criticality of quality, accuracy and timeliness of output in the highly competitive world of financial services, and we strive to meet the most stringent standards set by our demanding clients.
Evalueserve offers different models to set up a relationship with its clients. These models include providing a dedicated team to work for the client on a full-time basis as offshore associates and analysts associated with the client-side analyst to provide research support and conducting ad hoc projects. These options enable clients to choose a model that best suits their requirements.
The various investment research services provided by Evalueserve include the following:
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Equity Research: Evalueserve offers a wide range of services to investment banks. The key equity research offerings include building and updating databases and historical models; basic financial analysis; forecasting financial statements; DCF modelling and valuation support; writing of earnings notes, industry primers and thematic reports; initiating coverage reports and industry newsletters; and editorial and desktop publishing (DTP) support.
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Corporate Finance: Evalueserve offers a wide range of services to the corporate finance departments of investment banks. Some of the key corporate finance offerings are company profiling, target identification, industry landscape studies, thematic studies, comparable company analysis, precedent transactions analysis, merger consequences analysis, shareholder analysis, creating and updating pitch books, M&A case studies and public info books (“PIBs”).
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Buy-side Research: Evalueserve offers a wide range of services to asset managers, private equity firms and hedge funds. Some of the key buy-side offerings are industry and sector profiling, short-listing of target, company profiling, M&A trend and stock market updates, creating and maintaining economic indicators and PE deal databases, financial statement analysis, comparables analysis, DCF modelling and valuation support, deal room support, due diligence support, interim result tracking, portfolio company assistance, fund profiling, style analysis, fund filtering and screening, and portfolio optimisation.
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Quantitative Analysis & Fixed Income Research: Evalueserve offers a wide range of services to the investment industry. Some of the key quantitative analysis and fixed income research offerings are back-testing of investment strategies, technical analysis, credit risk modelling using KMV approach, Monte-Carlo simulation, asset allocation, portfolio optimisation, statistical modelling, variance-covariance modelling, value at risk modelling, regular risk reporting (hot spot reports, concentration reports), risk assessment and style analysis of money managers, term structure modelling, rich cheap analysis, mark-to-market of fixed income instruments, credit research reports covering liquidity and debt analysis, and yield and CDS spreads.
Investment Research Team
Evalueserve combines a client-focussed approach with robust project management to offer a unique experience to its clients. We have a robust investment research team comprising over 600 professionals with expertise in the financial domain. These professionals include Certified Financial Analysts, Chartered Accountants and MBAs specialising in finance, with expertise in investment and retail banking, equity research, financial and sectoral analysis, etc. In addition, the presence of international analysts in the investment research team enables Evalueserve to conduct research in different markets across the globe.
Evalueserve has a rigorous investment research training plan in place, which enables new members in the team to rise up the learning curve quickly and allows for continuous enhancement of the skill sets of the other experienced analysts. Trainings range from a comprehensive investment research module for beginners to specialised trainings on high-yield analysis, fixed income, derivatives, hypothesis testing, index construction and analysis, risk management and sector-specific trainings.
Investment Research Quality Control
Evalueserve is fully aware of and understands the critical nature as well as the risks involved in the assignments undertaken by its clients. Evalueserve has time and again provided vital support to its clients during live deals, where both quality as well as turnaround time are of utmost importance. Evalueserve tries to go the extra mile to provide insightful analysis, and ensure accuracy of data and timeliness of output to enable our clients to meet their objectives.
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