Use our investment research support services  to add flexibility to your research function. Whether you need dedicated teams, ad-hoc fixed-price research, a block of hours or a suite of products, we customize our engagement framework to fit your requirements and budget. We give you direct access to analysts, encouraging greater control, transparency and accountability.
BROKERAGES / IRPs
Coverage Expansion & Maintenance
  • Financial modeling
  • Valuation
  • Initiation notes
  • Event & result updates
  • Roadshow support
Sector Research
  • Themes / Idea generation
  • Macro analysis
  • Sector database creation & maintenace
  • Event impact analysis
  • Sector notes
Market Pulse
  • Pre-market / After-market commentary
  • Periodic newsletters
  • Morning meeting notes
  • Sector monitors
Equity

  • Company screening
  • Profiles / Tearsheets
  • Debt structure analysis
  • Cash flow modeling
  • Covenant analysis
  • Peer / Debt comps

  • Sector coverage
  • Macro analysis and notes
  • Event impact analysis

  • News updates summary
  • After-market commentary
  • Credit rating watch
  • Event updates
  • Sector monitors
Credit & Fixed Income
Equity
Credit & Fixed Income
ASSET MANAGEMENT FIRMS
Coverage Expansion & Maintenance
  • Financial analysis & modeling
  • Sensitivity and scenario analysis
  • Custom screening tools
  • Idea generation
  • Gathering quantitative & qualitative data
  • Broker research synthesis
  • Idea presentation support
  • Sector research
Market Pulse
  • News tracking & analysis
  • Event monitoring
  • Sector / Portfolio watch
  • Impact analysis
  • Periodic newsletters
Fund Marketing Support
  • Pre-sales pitch books
  • Fund performance commentaries
  • Periodic fund reports
  • Factsheets
  • Newsletters
Investment Grade & High-Yield
  • Relative value screening
  • Forecast cash flow modeling
  • Covenant analysis / monitoring
  • Shadow rating models
  • Profiles / Tearsheets
  • Debt structure analysis
  • Credit notes
  • Peer / Debt comps
  • News monitoring
Distressed Debt
  • Debt structure analysis
  • Scenario and sensitivity analysis
  • Enterprise valuation
  • Recovery analysis
  • Covenant monitoring and analysis
  • Event impact analysis
Fund Marketing Support
  • Pre-sales pitch books
  • Fund performance commentaries
  • Periodic fund reports
  • Factsheets
  • Newsletters
PRIVATE / WEALTH BANKING
Research Support - Equity
  • Financial modeling
  • Pre- / Post-earning reports
  • Thematic research
  • Sector reports
  • Screening and idea generation
  • Macro research
  • Event & result updates
  • Idea presentation support
Research Support - FI & Credit
  • Cash flow modeling
  • Debt structure analysis
  • Covenant analysis
  • Debt screening / databases
  • Tearsheets
  • Macro research
Investor Communications
  • Performance reporting
  • Pre-sales pitch books
  • White papers
  • Investment commentaries
  • Periodic newsletters
  • Market commentary