SPACs have no commercial operations and are formed exclusively to raise capital via IPO, with the only purpose of acquiring an existing company, which generally is unidentified, within a predetermined period up to 24 months. After the acquisition, the acquired company automatically turns into a public company.
Most global asset managers have multiple market and competitive intelligence teams spread across the enterprise that is responsible for providing market insights.
The outbreak of COVID-19 has had a devastating effect on global economies. However, as the COVID-19 curve begins to flatten, economies across the world are starting to recover. Considering the current situation, consumer and retail companies are also preparing to operate in a new economic reality.
The six largest economies of LatAm – Argentina, Brazil, Chile, Colombia, Mexico and Peru – are among the top 12 countries with the most coronavirus cases in the world, which has led to negative GDP forecasts for 2020, depreciation of local currencies and deterioration in credit profiles.
Factsheet automations are only successful if they are supported by robust data processes.
The volume of M&A activity in APAC increased by 13% YTD compared to 2019 and aggregated to $585bn, primarily due to higher deal volumes in China and Japan.
We take a look at the top 10 countries by M&A volume and how they are faring with regard to COVID-19, their economy, and M&A dealmaking. We assign a recovery score indicating their extent of recovery so far and how much they need to do to achieve a pre-COVID-19 level of normalcy.
Before we delve into the post-pandemic scenarios, here is a quick recap of the developments in the LNG market: The first six months of 2020 were one of the most turbulent phases for the market.
Perpetual (always fresh) Know Your Customer (PKYC) is the ongoing process by which financial organizations continuously aggregate and update customer information with the aim to use it for risk management.
The disruption caused by the COVID-19 pandemic has severely affected the already debt-laden oil & gas companies. Many companies are finding it difficult to sustain amid the current crude price levels. This is leading to a growing wave of bankruptcies in the sector.
In this blog, we set out to test our hypothesis by tracking the returns of companies that facilitate remote working.
A mid-tier advisory firm, approached Evalueserve to conduct comprehensive assessments on buyers for their client.
A mid-tier corporate finance and restructuring advisory firm focused on the UK market was also facing these challenges.
Our Research and Development (R&D) team combined both intellectual property (IP) research and business research approaches to identify suitable FinTech companies and startups for the client.
RPA for Model Risk Management has become a rising topic in the risk and compliance space, as Model Risk Management (MRM) teams have started to look at the use of robotic process automation (RPA) to help ensure that their models are meeting regulatory requirements and the bank’s financial standards.
The global economy is still reeling under the pressure of the COVID-19 pandemic. Starting June 2020, many economies began lifting lockdown measures that were implemented to curb the spread of the virus.
Globally, the M&A activity slowed down in H1 2020, with USD1.2 trillion of deals announced during the period, which was the lowest first half value recorded since H1 2013. The number of announced deals during the period also declined to a six year-low.
Fintech stocks outperformed the S&P 500 due to a strong demand for digitalization. Banking stocks, on the other hand, have suffered the most due to existing pressure on margins due to the recent cuts in interest rates and expected continuous increase in non-performing loans due to the overall economic slowdown.
The shock of the COVID-19 pandemic, and the lockdown measures adopted to contain it, have had a debilitating effect on the global economy. According to the World Bank, the global economy will likely contract by 5.2% in 2020.
The disruption caused by the coronavirus (COVID-19) pandemic has severely impacted the retail sector. Although the outlook is positive for essential businesses (such as groceries) and businesses equipped with digital operations, brick and mortar retail stores are looking at huge losses and the risk of bankruptcy.
A large diversified company had portfolios in apparel, home appliances, and more.
A multi-billion-dollar High-tech major wanted to organically expand its existing patent portfolio, improve the value of patents, and ensure their future utility.
COVID-19 has infected more than 11 million people globally. To control the pandemic, countries were forced to impose lockdowns and social distancing measures. Although several countries have re-started economic activities, the crisis has had a significant impact on the world economy. As per IMF estimates, global economy is expected to shrink by 4.9% in 2020.
The economic slowdown due to the rapid spread of the coronavirus globally resulted in a historical dip in the S&P 500 index. Just a month after its record high, the S&P 500 was down 31%.
COVID-19 adversely affected the FIG sub-sectors, compelling firms to take drastic measures to mitigate long-term risks.
Do you have optimal processes for refreshing customer documentation such as KYC reports and performing handovers to relationship managers? We understand the challenges involved. Let us help you acquire information with minimum hassle to customers, deal with foreign language documentation and more.
Examining private equity interest in struggling sectors such as automobile, travel, oil and gas, and power reveals declines in deals and investments. This article suggests strategies for firms to navigate the crisis.
COVID-19 could wipe off 13–30 MMT of LNG demand in 2020. The industry is battling depressed downstream demand, low prices, high storage levels, and increased concerns over the viability of projects and supply cuts.
As of early May, school and university closures have impacted more than 70% of the global student population (over 1.3 billion learners). The education sector (both public and private) has faced the largest disruption in recent history.
As financial models increasingly adopt machine learning and other advanced technologies, the need becomes pressing to adopt objective validation standards for determining their fitness for purpose. In this article, we detail a three-step process for detecting unintended biases which is our contribution toward the establishment of such standards.
The CEE economies are readying for a severe recession and the banks are bracing for defaults in the wake of the coronavirus lockdown.
The global market has been heavily impacted due to the COVID-19 pandemic, disrupting M&A trends across sectors. The announced global M&A deal volume reduced 34% on a YoY basis to $780 billion as of April 23, 2020 and is most likely to continue declining through the second quarter.
It will be during 2021 where we could truly expect the recovery to begin, assuming that the demand effects of Covid-19 are mitigated by then.
Even as COVID-19 continues to spread, the burden of the disease is asymmetrically distributed; countries find themselves at different stages of the pandemic. Some nations that succeeded in initial containment of the virus, such as Singapore and Hong Kong, are now witnessing a resurgence
Inflow of customers drives the Hotel industry. Decline in inflow due to postponement or cancellation of corporate travel – meetings, incentives, conferences, and exhibitions (MICE) – due to Covid-19 have significantly reduced occupancy levels.
The dampening impact of COVID-19 is expected to continue in Q2 2020. The most optimistic GDP turnaround estimate, to pre-Covid-19 levels, is 4–6 quarters.
Ripple effects of demand shock from COVID-19, felt across the value chain. Given the current state of outbreak it’s unlikely that the demand loss from COVID-19 would diminish before Q3 2020 and despite the optimistic recovery, 2020 oil demand will still face substantial decline.
Economic recession inevitable in 2020, but quick rebound expected in 2021. Global copper demand to decline 1.7%, USD/CLP increased 19.2% since social unrest.
Mining Industry: Impact of COVID-19 changed from moderate to high within March 2020. Companies are resorting to production slowdown, complete shutdown, demobilization of
workforce, and shuttering / isolation of operations.
Amid a global crisis of unprecedented scale, professional advice, expertise, and active support are more critical than ever for business leaders across the globe. The COVID-19 pandemic not only ends an uninterrupted bull run since the global financial crisis of 2007–08, but also stress-tests business models, global supply chains, and the war chests of companies globally.
Impacts on technology and telecommunications sectors vary somewhat by region. In North American there have been some setbacks. However the tech and telecom industries, and some of the larger individual players, in North America are highly diversified. As such, while some sentiments have been negative, others have been cautious but not alarmist (as not all subsectors are equally impacted).
Global economy is grappled with a severe demand shock, as more than 100 countries closed their borders in the past month. According to the UN Department of Economic and Social Affairs, Global economy could shrink by up to 1% in 2020 due to Covid-19.
In 2019, consumer spending accounted for almost 70% of US GDP and made up about 58% of China’s GDP growth. With both countries being at the epicenter of this staggered crisis, consumer spending is likely to stay low through 2020. Consumer behavior will undergo a dramatic shift and firms will need to adapt to the changing environment while ensuring stricter compliance of better health and safety conditions.
China is almost 4-10 weeks ahead of rest of the world when it comes to Covid-19 outbreak and its implications for the country’s economy. Not surprisingly, Covid-19 had a strong negative impact on China’s GDP during Q1 2020 with projected Q1 Real GDP growth expected to decline from pre-Covid-19 projection of 5.9% YoY growth to post Covid-19 projection of 0.2% YoY growth for Q1 2020. Projections are as of Mar 31, 2020.
Global auto sales were already struggling to keep pace even before the outbreak of Covid-19. China led the descent with its dramatic sales drop of more than 20% year on year during this month. Initially, the Asian auto industry was hit the hardest due to the coronavirus impact, where the Chinese industry witnessed a 79% decrease in the sales.
Globally, the pharmaceutical industry may experience logistics and demand disruptions, but less compared to other sectors. North America and EMEA plan to invest in API facilities to reduce reliance on APAC.
Global oil market was expected to balance in the second half of 2020, driven by production cuts from OPEC+, favorable demand growth, and stagnant non-OPEC supply growth. However, the Covid-19 outbreak lowered oil and oil products’ consumption of the largest consumer (China), and the Saudi Arabia-Russia disagreement will result in an extremely oversupplied market (at least in the short term).
Monetary policies and quantitative easing (QE) across the globe are aimed at promoting liquidity and stimulating credit, but the demand shock will require expansive and ongoing fiscal stimulus. Banks with credit exposure to vulnerable sectors like Energy, Hospitality and Leisure, Retail, Airlines, and Industrial products are likely to see loan-loss reserves increase as default rates tick up.
Banks and financial institutions are facing an uphill task of efficiently managing their ever-growing bundles of financial data in multiple and complex formats.
Evalueserve supported a leading mid-market-focused PE firm to manage the data and financials of its portfolio companies.
Evalueserve helped a PE client to manage and analyze its portfolio company’s unstructured data and profitability trends.
A month after April 2020, when oil futures traded negative for the first time in history, markets are still wary, although
Evalueserve estimates that the COVID-19 pandemic could wipe off 13–30 MMT of LNG demand in 2020. The pandemic has added further
A private equity firm that was handling increased deal flow needed to scan multiple opportunities, analyze significant amounts of target company data, and build and analyze standard financial models.
A private equity firm focused on the food & beverage industry wanted to understand the impact of the COVID-19 shutdown on its portfolio companies.
ESG & Sustainability Services From ESG integration to sustainability performance Charting progress with custom ESG data, analytics, research, insights & advisory.
The COVID-19 pandemic has emerged as a grave threat for both global health and the economy.
The bank needed resources experienced in Financial Due Diligence who could provide end-to-end support, including creating a full-fledged FDD databook and report.
The feeling of restlessness, both mentally and physically, is something that people find themselves struggling with.
The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.
It was not long after we rang in the Lunar New Year in January this year, that our entire China team of 350 people were operating at a 100% work from home model.
A premium passenger and commercial automotive manufacturer was looking to stay ahead of the curve by pre-empting the disruptive trend of vehicle sharing and co-ownership.
A global specialty chemicals company was facing a constant challenge in building an efficient decision-support system when streamlining its innovation pipeline.
The global markets research team of a leading European investment bank had been reeling under ever-increasing cost pressure.
An oil & gas supermajor in Europe had aggressive production increase targets where a large portion of their strategy was dependent upon inorganic expansion.
A top global bank needed our help with making process improvements to flag high-risk accounts.
It takes far more cost and effort to gain a new customer than it does to retain one. Read our 7-step process for identifying and retaining you most valuable customers.
Evalueserve helped a Big 4 audit firm reassess their business model according to thought leaders within their client base.
The client wanted a partner that could provide formatting and document design support to its consultants and case teams.
The client was seeking a team that could support its marketing and business groups on campaigns, client communication, and research, used both for internal and external marketing and business development.
Learn how we’ve helped our client enable multi-function solutions for global gains
We helped a global real estate investment and management firm save over 5,000 hours annually by streamlining the process of creating, storing, and accessing key data.
Our client was looking for an experienced firm to undertake strategic research-related innovations for its global team of consultants.
A leading global law firm faced difficulty with prioritizing top business opportunities within the Asia Pacific region.
What is the role of the shadow banking in China’s economy and how does it develop under the impact of crackdown and a raging trade war? Check out this blog article for more details.
The once revered LIBOR fell out of favor after banks manipulated it to boost profits. With the FCA deciding to phase it out completely by 2021, companies will need to change their systems within a short span of two years. Are you prepared?
What are the opportunities in Latin America for investors seeking non-traditional assets? Here is a strategy that yields the same returns as the market, while reducing risks for investors.
Our Automated Model Update Solution reduced the time spent on updating financial models dramatically. Research associates were able to save approximately 40-70% time on model updates.
We used a combination of automation and process redesign to improve both speed and information quality, freeing up analysts’ time and improving the quality of portfolio managers’ decisions too.
To secure sustainable growth and deliver high-quality services to their end clients, banks need skilled offshore teams who can support their business throughout the index life cycle.
We helped the Global Markets Research team of a leading European investment bank dramatically improve efficiency, freeing them up to explore new ways to add value.
We built an automated dashboard tailored in line with client’s needs to make reporting far faster and more efficient, allowing both standard and custom reports to be created, configured, and shared more quickly than ever before – benefiting both the bank and its clients.
We helped a leading US investment bank to decompose the process of validation and to automate key processes for testing and documenting, delivering significant time savings and business benefits.
See why young investors looking to invest for a long term should consider dividend stocks.
Is it time for investors in LatAm to tread an investment path different from the one taken by traditional asset managers? Should they embrace the global trend of factor indices and take controlled risk with proven strategies?
Have a look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it.
This client needed an effective workflow management system that could handle a large volume of projects involving functionalities/features such as knowledge management, search, and reporting.
Read how analytics can help maximize the potential of your human capital.
A large-scale investment manager engaged Evalueserve to develop a target operating model for its marketing team that would enhance its operational efficiency, marketing effectiveness, and overall customer experience.
Our client needed such a system to manage not only their own ongoing creation of knowledge assets, but also the significant volume being created by third-party vendors.
This case study explains how a leading US audit, advisory and assurance firm used our software platform, Researchstream, to take control of their internal knowledge projects. Researchstream provides an end-to-end workflow management system for research projects that streamlines and automates key processes and supports quicker, easier collaboration.
Dividend stocks are often associated with older investors looking for a regular yield, while young investors target short-term price movements. But does the relentless pursuit of price returns actually work?
Pitchready – our suite of PowerPoint-based productivity tools has been developed to make pitchbook creation efforts smarter and more efficient. This case study illustrates how Pitchready helped a major investment bank increase its formatting efficiency by 50%.
Predictive sourcing holds out the promise of making procurement decisions using accurate predictions based on the analysis of big data.
Does one ‘digitalization’ strategy apply to all business functions alike? To find out how to make non-core digitalization a success, read our Insights article.
The client wanted to leverage social media platforms to conduct an Active Online Listening (AOL) project, to help generate better insights around smart cities and understand key topics being discussed.
Saudi Arabia’s macro-economic indicators have put a big question mark on the sustainability of Saudi riyal (SAR) peg to the US dollar at 3.75. Devaluation appears to be the only potent weapon for the kingdom to rein in soaring fiscal deficit, without constraining economic growth.
We asked 260 procurement professionals, in 14 industries worldwide, about the problems and priorities they face. Our findings, summarized in this exclusive survey report, feature the four key trends shaping the procurement landscape today.
Cognitive technology is transforming the way firms do business. In this article we explore how forward-looking companies around the world are putting cognitive technology to work across a range of business functions.
Consumer behavior is changing fast, business environments are increasingly volatile, and more and more marketplaces are going digital. In this turbulent landscape, it’s no wonder that securing organic, profitable incremental growth is the single most important challenge facing corporations today.
The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.
The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.
Brexit – a work in progress, with everything still to pay for. This industry insights examines the economic and commercial impacts of Brexit, including the key factors you should consider if your portfolio covers UK firms.
The asset management industry is already facing a number of challenges. How is the industry geared to meet technology-led disruption, including from FinTechs? Also, how are asset managers driving innovation across their value chain? Read to find out more.
Retaining promising junior bankers has become a high priority for investment banks. Automation has demonstrable advantages in terms of increased efficiency and reduced costs, but what about the potential for increased satisfaction?
While 2000–2009 saw disruption due to outsourcing and offshoring, years (2009–2015) following the global financial crisis, witnessed a stricter global regulatory environment.
The efficiency increases of mind+machine gains impact businesses on the scale of their operations. The time-to-market of solutions will drastically come down and so will the costs, and the potential reach will increase multi-fold thanks to such innovations.
Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.
Over the last few years, sell-side research firms have been under tremendous pressure to produce higher volumes of research that offer even deeper, better, and newer insights but with limited resources.
The client was losing market share due to increased competition from other market leaders and new service providers. They had access to considerable internal and external data but lacked the bandwidth to perform detailed analyses.
Are you part of the global pharma conversation? Do you have the systems in place to join it? More and more pharmaceutical and healthcare companies are finding the need to actively engage with patients, physicians and key opinion leaders.
Assets under management by robo-advisors are on the rise and both startups and industry leaders are investing in this new technology. But what does that mean for human financial advisors?
Clairvolex helps companies in filing, managing and monetising patents, and competes with global players like Thomson Reuters, CPA Global, Evalueserve and Questel. Its clients include telecommunication and technology companies in the US and Europe.
After acquiring Treparel, Evalueserve now holds an office on the HSD Campus. HSD (the Hague Security Delta) Campus is the national innovation center for the security cluster, founded by the Hague and with the support of the European Union (ERDF / Opportunities for West).
Help your analysts strike the optimal balance between conducting research and other essential tasks such as expanding coverage and meeting clients. We’ll provide efficient research support so you can focus on your customers.
Our experts created a self-service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products.
Aware of the potential of social media as a source of marketing, strategy, and adverse event information, a major pharmaceutical company wanted to invest in AOL.
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MICI for Asset & Wealth Management
CI for Management Consulting Firms
ESG Intelligence for Asset Managers Fund Marketing & Digital Marketing Intellectual Property Management MICI for Real Estate
ESG Controversy Monitoring for Asset Managers
Patent Analysis
RPA For Risk Model Management
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