Evalueserve’s ESG Intelligence Program provides tailored solutions to asset and wealth management clients. These solutions equip ESG asset managers with custom ESG research, which allows for the curation of ESG data specific to an asset manager’s investment philosophy, process, and reporting needs.
The paper explores the applications and challenges of generative AI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging generative AI for business growth while ensuring responsible implementation.
Explore Evalueserve’s Artificial Intelligence and Machine Learning capabilities in the Risk domain for Financial Institutions.
Despite global instability, prioritizing optimization, asset tracking, and data management through automation and innovation offers a path to recovery for the Oil and Gas industry.
Discover the latest trends in global M&A deals, green bond issuance, and ECM activity. Learn how investment banks are navigating the current economic landscape in Q1’23.
Discover how the North American consumer and retail sector navigated through macroeconomic headwinds in Q1 2023, including inflation, rising interest rates, bank runs, geopolitical risks, labor shortages, and raw material costs
In Q1’23, the financial system was put to the test by the ripple effects of the regional banking crisis and the tightening of financial conditions, with some pockets of growth resulting from the resurgence of investor interest spurred by competitive valuations
PE firms are investing billions in ProSports franchises given the scarcity and strong returns delivered by the asset class. Despite many challenges, stakeholders are willing to work with PE funds for growth prospect.
The whitepaper explores the evolving landscape of private credit markets, highlighting emerging trends and opportunities for investors seeking alternative fixed income assets. It provides insights on the increasing role of technology and data analytics in shaping private credit investment strategies.
ChatGPT in Banking: Can Disruptive AI be a game changer in lending services? Read our latest white paper to find out.
Evalueserve’s white paper examines the recent US Banking Crisis from a regulatory and lending decision lens.
Companies rebrand themselves to re-energize their business. Rebranding is a very important strategic direction that a company undertakes. While there may be different reasons a company goes for rebrand however the objective is purely to tell the world what the new brand stands for showcasing its direction.
Evalueserve’s view on regulatory technical standards for initial margin model validation under European Markets Infrastructure Regulation.
Over the last decade, market and competitive intelligence (MI/CI) has emerged as a focus area for all organizations, including asset management (AM) firms, looking to gain strategic agility. As the AM industry battles a difficult macro-economic scenario, cost pressures, fee compression, patchy returns, and an increasingly digital client landscape, leveraging data effectively has become crucial to gaining an edge in the market.
One of the biggest challenges faced by asset and wealth managers today is updating marketing collaterals with ever changing compliance and regulatory changes in the industry.
Explore the role of Small Business Administration (SBA) in supporting American small businesses through systemic crises. Learn how the SBA has been standing firm behind small businesses and keeping them afloat in challenging times.
Use Generative AI in banking to accelerate Enhanced Due Diligence (EDD) research and gain deeper insights for better risk management.
FY 2022 was a challenging year for investment banks. However, hopes are higher for FY 2023. Here are 9 takeaways from our FY22 Investment Banking update.
Discover how the Sustainable Finance Disclosure Regulation (SFDR) affects asset managers. Learn how complying with this EU regulation can reduce risk exposure and improve financial performance.
Evalueserve’s investment banking experts put together an in-depth review of how the industry fared in FY 2022 and where it’s expected to go in FY 2023. This report includes a round-up of the activities and performances of many major investment banks and M&A advisory firms.
In this article, we discuss how the automation efforts have brought exemplary gains in Investment Research using a data extraction tool developed by the Emerging Markets (EM) team as a reference case.
Evalueserve recently conducted a survey of private equity professionals to understand the industry’s current state and gain insights into its direction in 2023. Here are 9 of the main takeaways from that survey.
The heightened level of risk in today’s world, combined with increasing regulations, necessitates that financial institutions employ RiskTech.
Private equity (PE) has had a great run in the last couple of years. However, we expect the PE industry to return to normalcy in 2023 as investors continue to seek stable, high-return investment opportunities in the face of economic uncertainty.
Financial institutions face a multitude of risks linked to operations, governance, and compliance. Because of the sector’s importance to global economies
The team at Evalueserve, a provider of banking and advisory support services, is back with another iteration of our M&A Outlook Report, covering 10 Major M&A markets, as we move into 2023. M&A activity in 2022 took a drastic downward turn in the second half of 2022 driven by a global economic slowdown fueled by elevated inflation, higher financing costs and geopolitical conflicts.
A global investment bank headquartered in Switzerland partnered with Evalueserve for over a decade to improve the junior banking experience. Today, junior bankers at the investment bank are assisted by Evalueserve’s full Deal Automation Suite.
After the global financial crisis, the Basel Committee on Banking Supervision (BCBS) issued the Basel III reforms to its standards to
In our detailed Q3 review of the global investment banking industry, we have discussed the M&A, ECM, and DCM markets, along with the performance of bulge bracket investment banks and M&A advisory firms.
How Private Equity bracing for slowdown next year. Read more in our latest blog to find out.
Summary After a prominent Saudi Arabian bank acquired another large financial institution, they embarked on a five-year digital transformation plan. As
A prominent Middle East bank wanted to automate its financial spreading efforts to ease pressure on its analysts and lower operational costs.
Despite low volumes, rising costs, supply chain interruptions, and lowered guidance in Q3 2022, the North American consumer and retail sector has continued to see modest growth, albeit at a considerably slower rate than in 2021…
In order to curb the growing influence of index providers on global asset market, the US SEC is tightening regulations on index players. Bhashkar Upadhyay in this research piece aims to examine the role of new regulations that would govern the producers of financial indices, challenges and concerns in implementing them, and their impact on the industry in general.
The global financial services market continued its frenetic pace of M&A and capital market activity at the start of 2022, keeping pace with a record-breaking 2021. However, it must be noted that the deal volume in 2021 did not yield an easy number that could be effortlessly replicated.
The year 2021 witnessed a renewed interest in liquid alternatives (alts.), and 2022 continues to see a strong inflow of funds. The primary reasons driving this inflow are volatile equity market returns, weakening policy support, higher interest rates and inflation, market volatility, and geopolitical turmoil, as they forced investors to critically think about portfolio construction and seek strategy changes.
In June 2022, the Prudential Regulatory Authority (referred as the PRA/ The Regulators henceforth) published its Consultation Paper (CP6/22) on Model Risk Management Principles for financial institutions. With this document, the PRA has set out its expectation on financial institutions’ model risk management and has termed MRM as a risk in its own.
The Middle East banking industry has been witnessing knock-on effects of the pandemic, volatile oil prices, and intensifying multi-dimensional disruptions. However, it has been able to withstand these pressures and bounce back strongly.
SPACs took the world by storm in 2021, however it also attracted the attention of regulators along with investors. 2022 proved to be the year of deceleration for SPAC industry but possibly it will speed up again in 2023. Read more in our latest overview on SPAC
A leading Canadian bank possessed a large model data set from disparate sources. Evalueserve cleaned, standardized, and transformed the data set.
The biggest challenge for investment bankers is speeding up turnaround time while working on detailed and informative pitchbook presentations. Investment banking clients of Evalueserve can take use of a full range of presentation design services, including the templates and layouts creation, formatting support, and the pitchbook support using our in-house bankers’ productivity suite – Pitchready.
As per financial data provider Preqin, dry powder of the buyout industry stood at $873 billion as of June 1, 2022. Overall it estimates that the investment industry reported $1.86 trillion of dry powder (up 3% from the end of 2021), excluding venture capital. Through the end of May 2022, Preqin said that firms have raised $92 billion and the total is projected to increase to $221 billion by year end.
As a result of global economic meltdown of 2007-2008, the US Senate passed the Dodd-Frank Act of 2010, targeting banks and mortgage lenders among other financial institutions for stringent regulations.
Summary A global investment bank headquartered in Japan encountered regulatory issues with its model monitoring. Together, the bank and Evalueserve created
In a constantly evolving Asset & Wealth Management industry, the client wanted to have a comprehensive view on the digital financial planning, advice, guidance and educational resources/tools that competitors provide and benchmark them with their own capabilities to identify the gaps and subsequently address these gaps.
A Fortune 100 Financial Services firm offering investment, advice and retirement solution wanted to analyze value proposition and differentiation strategies of key competitors’ and identify implications to their evolving strategy and value proposition.
A top-tier US-based asset management firm was concerned about its distorting core brand positioning & value and hence wanted to assess competitors’ marketing strategies and product promoting campaigns to revamp its strategic roadmap so as to strengthen its core brand positioning and to retain a strong competitive edge in its core space.
In rapid and fast evolving Asset & Wealth Management industry, the client wanted to have a comprehensive product benchmarking across capabilities to identify the gaps and subsequently address these gaps by zeroing in on the most critical capabilities.
With the help of an Early Warning Indicators (EWI) system, banks could effectively monitor their lending portfolios and could execute timely and appropriate actions to mitigate any upcoming risk.
We recently hosted an Investment Banking Executive Event in New York where senior leaders at top banks discussed Investment Banking trends such as the roles of AI, CRM, and Data Science in junior banker retention.
Check out the hottest news in ESG with the Q2 2022 edition of our ESG Newsletter.
The first quarter of the year has been characterized by geo-political tension, inflationary concerns, and extreme market volatility. These have had a detrimental impact on the investment banking revenues of all the bulge bracket banks. The only light at the end of the tunnel seemed to be the ‘normalisation’ of interest rates and a heightened trading activity which served as a surprise bailout factor.
They wanted to partner to bring process excellence in their Credit Review function. A partner that could scale up staffing support on demand during surged period while maintaining the quality work was provided to client that helped with review of 8,000 borrowers and 20,000 loans per year.
Evalueserve built a series of risk reporting microservices to help a Japanese investment bank meet regulatory requirements.
In recent years, the use of machine learning algorithms has become increasingly prevalent in financial institutions for enhancing the analytical and forecasting capabilities of business models, and facilitating automation. Their potential applications include credit underwriting, fraud detection, compliance, and risk management.
After experiencing record growth and a strong M&A environment in 2021, the North American consumer and retail sector was hit by a series of macroeconomic headwinds in Q1 2022, including inflation and interest rates, supply chain disruptions, and the Russia-Ukraine conflict. Amid tightening labor market and rising incomes, inflation is increasing the pricing of consumer staples, leaving less money available for discretionary purchases.
A major global retail bank wanted to automate its document processing to yield faster and more efficient results. Evalueserve implemented a customized use of our IPDA capabilities to extract documents at scale to help the client meet this goal.
There are several model risk management tools available that automate manual processes to help MRM teams keep up with overwhelming demand.
ESG orientation is creating value through higher revenue growth, cost optimization, lower financing costs, higher employee productivity, etc. Few big players are leading the way to standardize ESG reporting and closely tracking KPIs for their portfolio companies, a trend that will be followed by other players.
The Cannabis Industry has been emerging as a multi-billion dollar industry with legalization continuing to evolve amid growing public support and favorable bills and acts. North America, one of the major contributors of the Global Cannabis Market generated a net sales of $22.9 billion in 2020 and is expected to grow in line with the Global CAGR of ~17% for the next 5 years and reach ~$50 billion by 2025.
The ongoing geo-political tensions, inflationary pressures, and extreme market volatility has halted investment banking revenues of the bulge bracket banks in the first quarter of 2022. However, advisory revenues remained robust as firms ramped up their internal pipelines and hired senior executives.
Shockwaves from the Ukraine Crisis and tightening of financial conditions have tested the Financial System’s resilience in 1Q’22. Deal activity across all the sub-sectors declined as investors traded cautiously while deploying their capital.
In this industry expert we discuss what DI is, it’s advantages, challenges and how it can provide a competitive advantage for investors.
As we transition through the first quarter of 2022, the team at Evalueserve brings you another iteration of our M&A Recovery Report for eight major M&A markets. Click here to read deeper insights on M&A Trends and Outlook in Q1 2022.
Our detailed review of the Q1 2022 results of the US bulge bracket investment banks captures the key factors impacting growth and the potential path forward.
Our detailed analysis of the 2021 Global Investment Banking review captures the trends in the M&A, ECM & DCM markets, and full year performance of bulge bracket investment banks & M&A advisory firms.
Model validation is key to assessing reliability and identifying errors and corrective actions, but high-quality validation is increasingly difficult to achieve.
Our detailed analysis of the M&A and Capital Markets landscape captures deep insights into the investors’ behavior, consolidator’s dry powder, M&A appetite across sub-sectors, availability cash runaways, SPACs’ sustainability and key sectoral outlook, among others.
The ongoing Russia-Ukraine situation has created a dynamic scenario in which index providers must consider all the aspects impacted in index management and respond accordingly.
In its recent meeting, the Fed signaled an end to its accommodative monetary policy in what could be the first hike in Federal fund rates since September 2018 after cutting it by 1.5 percentage points to 0.25% at the onset of the covid-19 pandemic in March 2020.
It has been almost two years since the outbreak of COVID-19, but the pandemic still rages on. Vaccine rollout and policy support have continued to witness divergence across regions. The consistent and equitable implementation of tools to control the pandemic continues to be a challenge for governments across the globe.
Summary A global payments company wanted to understand why one of their three call centers received significantly lower ratings on customer
A sound model risk management framework is imperative to avoid the costly consequences of misused or flawed models. Strong model governance is the key to achieving effective model risk management.
Summary An unexpected result of the COVID-19 pandemic was increased model malfunctioning that heightened the importance of model risk management (MRM).
While models are invaluable decision-making tools for financial firms, there is significant risk associated with the incorrect use of models or model malfunction. Decisions based on flawed or misused models can have dire consequences and be extremely costly.
Over the last couple of years, the COVID-19 pandemic has reshaped markets and sectors, especially in terms of consumer behavior.
Automation in model risk management has been gaining traction, however, despite the benefits automation offers, banks still resist adopting it.
“With great risks comes great reward,” especially in banking. Banks are in the business of taking on financial risk to generate profit. However, the stakes are high, and the downside potential is huge.
Model malfunctioning has been an unexpected consequence of the pandemic, creating a new source of financial risk.
As we approach the end of 2021 it seems that the Financial Services Industry’s pandemic driven headwinds have finally bottomed out.. The resurgence of ‘big ticket’ deals during the year has proved to be a light at the end of the tunnel after a difficult 2020.
In 2020, the technology sector pushed the Wall Street to get rid of the pandemic-led bear market and form a new bull market.
Context One of the world’s largest banks and a long-term customer turned to Evalueserve to resolve its corporate finance analytics challenges.
ESG efforts have seen three-fold increases over the last decade. With modern technology and the need for sustainable investments, companies and
A top-five Canadian bank wanted to manage the seasonal surge volumes associated with its commercial lending experience while managing regulatory requirements on time.
Context A global top five wealth management firm running a multi-channel demand generation program sought to optimize its marketing analytics through
Introduction The purpose of this blog is to construct and analyze the performance of an in-house ESG index for the Chilean
Banking leaders face numerous challenges, from the ongoing global pandemic and an uncertain recovery to an accelerating digital transformation and a
M&A market sentiment in APAC seems cautiously optimistic and positive. Momentum in deal making activity has continued and led to a Y-o-Y growth of 78% and high growth in technology, energy and consumer space, seemed to be the common theme across capital markets.
The recent pandemic significantly stressed the model tiering approach presenting a clear to need for a model risk management system.
As the fight against COVID-19 continues, economic recovery across economies has been diverging due to differences in the pace of vaccine rollout and policy support. Mass vaccination drives by advanced economies are driving positive market sentiments.
Let’s discuss the challenges that come with adopting ESG indexes, are they more than a green initiative, how and what does it mean?
Lets talks about ESG enablers – Data, Rating & Index Services, Consulting & Auditing Services, Software, Reporting & Analytics
A large U.S. bank reached out to our team, hoping we could save their bankers time on this repetitive task while improving the quality and consistency of their pitchbooks.
The recently issued interagency statement SR 21-8 is a non-binding guidance note with very useful and practical suggestions on how banks
A top US Bank was searching for a partner who could conduct a baseline validation as per SR 11-7 requirements.
A global investment manager with over $800bn assets under management struggled with operational efficiency and marketing effectiveness.
Let’s look into an alternative to funding President Bidens new tax plan.
RiskMinds event key takeaways – managing uncertainty, credit risk and systems, second generation risk models
and ESG stress testing.
The London Inter-bank Offer Rate (LIBOR) is the most important rate globally, referencing nearly USD 370 trillion (as of 2018) equivalent of contracts that cover a myriad of products such as mortgages, bonds, and derivatives.
The objective of the stress testing is to understand the resilience of UK-based Banks and Insurance agencies from physical and transition risks emanating from climate change.
Five key takeaways from Risk Americas 10th Annual Virtual Event.
Advanced Model Risk 2021 event offers eye-opening view of how MRM models enhanced through improved technology and practices.
When you think about sustainability, you probably won’t have Latin America at the top of your mind.
May 25, 2021
With emerging rules and regulations on ESG reporting and increased sustainability mandates, Investment Managers must take a deeper dive into their portfolios.
Bhashkar Upadhyay, Evalueserve’s, Financial Services lead analyst weighs in on President Joe Biden’s infrastructure plan.
Competition in the private equity game has continued to heat-up over the past few years as more capital has flowed in, leading to higher prices for fewer deals.
LatAm M&A activity slowed in 2020 due to volatility caused by COVID-19. Deal volumes declined through most of Latin America in 2020.
A mid-tier advisory firm approached Evalueserve for a comprehensive assessment of its client, a retail company with stores across Spain, looking to increase its offerings and scale-up and renovate its existing stores.
The MRM infrastructure implemented by banks in the past few years has finally been put to test. The plane has met air, and risk teams need to adjust to any turbulence mid-air.
A global merchant bank wanted to transition from a disjointed and decentralized file-based system to a more unified cloud-based CRM solution platform, DealCloud.
The spike in SPAC activity has two main causes: the increase in volatility in the markets due to the COVID-19 pandemic, making SPACs more appealing than traditional IPOs; and the large number of billionaire investors and bulge bracket banks sponsoring SPACs, which caught the attention of the public
The COVID-19 pandemic and related lockdowns brought the global M&A market to a halt in H1 2020. Both domestic and cross-border deals declined, amid the pandemic-induced uncertainties.
The International Accounting Standards Board (IASB) published the draft proposal of a new standard – General Presentation and Disclosures in December 2019 – which is expected to replace the existing IAS 1.
In 2020, the technology sector witnessed the highest growth with more than 42% returns, which were more than double the returns (on average 18.9%) generated over the last decade
We take a look at the top 10 countries by M&A volume and evaluate how are they performing with regard to dealing with COVID-19 uncertainties, economic activity, and M&A deal making.
M&A in APAC increased by 15% in 2020 primarily due to a surge of activity in Q3 2020 and activity started recovering at the end of H1 2020; strong H2 2020 ensured double digit
growth for the full year.
The COVID-19 pandemic overwhelmed the world in 2020. No one anticipated the social and economic scenarios that unfolded in 2020. However, 2021 started on a positive note, with the rollout of the first phase of COVID-19 vaccination programs across many countries.
In our conversations with industry leaders, fulfilling the following parameters will help ensure a successful partnership.
Fintech stocks outperforming other stocks in the FIG sub-sector and banking remains the most affected sub-sector due to deteriorating loan portfolios and low
interest rates
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