Discover how Evalueserve’s comprehensive validation of an asset management firm’s carbon emissions model ensures accuracy and compliance, supporting sustainable investment strategies.
Discover how a leading asset manager enhanced their ESG funds through a validated in-house rating model, enabling informed investment decisions and strategic alignment.
Learn how Evalueserve’s thorough validation of a climate risk model empowers asset managers to make informed decisions, enhance financial performance, and meet ESG goals.
Enhance Investment Banking operations with Evalueserve’s comprehensive support, including deal execution, market analysis, and process optimization.
Discover Presentation & Design services by Evalueserve, offering investment banking and private equity clients tailored solutions, pitchbook creation, and 24×7 global support.
Discover Evalueserve’s expert support services for Investment Banking & Private Equity clients, offering CRM support and data-driven insights for enhanced efficiency & decision-making.
Discover Evalueserve’s business information services, combining domain expertise and automation for faster turn-around time, and cost optimization.
Discover how India’s recent lithium discovery fuels the electric vehicle revolution, transforming the country’s green energy sector and boosting self-sufficiency in battery production.
Discover how Excel add-ins revolutionize data retrieval and consolidation in Excel, boosting efficiency, reducing errors, and saving valuable time for analysts.
While geopolitical instability is holding back the oil and gas (O&G) industry, automation and digital innovation are being increasingly considered strategic to process optimization, asset tracking, and data management. In this scenario, M&A activity across the industry is expected to remain muted in FY 2023.
Explore the world of fiduciaries in retirement plans, their responsibilities, and how Evalueserve’s domain experts empower firms with actionable insights and competitive intelligence.
Explore how the DOL’s new rule enables retirement plans to consider ESG factors, impacting stakeholders and paving the way for sustainable investment options.
This whitepaper explores how you can reshape the credit approval process and enhance credit quality with tech-driven advancements.
Discover how process re-engineering revolutionized marketable fund comparisons for a global asset manager, reducing turnaround time and boosting sales team efficiency.
Discover how a leading asset & wealth management firm gained insights into its digital tools positioning, identified gaps, and leveraged existing capabilities for competitive advantage.
Discover how Evalueserve’s Content Management System migration and Knowledge Solutions streamlined a leading asset manager’s website, enhancing user experience and reducing compliance workload.
Leveraged lending is financing extended to companies with pre-existing leverage on their balance sheet and a speculative-grade credit history or rating. Leveraged financing carries a significant risk in comparison to traditional financing.
Discover how Evalueserve’s solutions streamlined a global asset manager’s marketing process, reducing costs, improving turnaround time, and ensuring error-free outputs.
Oil and gas industry shifts focus from M&A to resilience amid COVID uncertainty. Embracing low-carbon and capital discipline, external factors like the economy, rates, geopolitics, and regulations shape future M&A decisions.
Discover how the focus of Wealth Management has shifted from information availability back to the quality of advice with the advancement of data analytics in the industry.
Explore the importance of financial statement analysis in deal execution, its objectives, and the key types of analysis that drive informed strategic decisions for businesses and bankers.
Evalueserve provides client research support to fixed income trading desks of a multinational bank based in Canada. Our partnership led to better insights, accurate and timely updates, and efficient load management during peak time periods.
Evalueserve provides credit review and underwriting support to a multinational bank, leading to efficiencies across the credit research spectrum.
Evalueserve, leveraging its expertise and automation capabilities, supports the wealth management division of a global bulge bracket bank. The partnership with Evalueserve ensured the timely and accurate delivery of crucial tasks and unlocked opportunities for the client to focus on strategic growth.
Evalueserve leverages its expertise and global capabilities to support a multinational financial services firm’s COO office with its corporate strategy and development. Partnering with Evalueserve brought the firm new efficiencies in reporting and insight generation.
Evalueserve has assisted the US & EMEA offices of a renowned investment bank headquartered in Switzerland with publishing support since 2008. The success of this collaboration reflects our commitment to providing tailored solutions that empower clients to achieve their goals in an ever-evolving financial landscape.
Evalueserve leverages its research and modeling capabilities to support its client, a multinational financial services firm, and its ESG advisory teams in its CIB division. The partnership yielded significant benefits such as disseminating ESG knowledge, providing holistic insights, and aiding in target screening, demonstrating Evalueserve’s commitment to promoting a more responsible financial landscape.
In the Power & Utility sector, M&A activity has declined due to inflation, high-interest rates, geopolitical uncertainties, and volatile commodity prices. Despite this, a rebound is expected in near future fuelled by available capital, energy transition, supply chain security, and value opportunities in the current macroeconomic setting
Explore the latest insights on global investment banking in our detailed H1’23 review. Learn about M&A, ECM, and DCM markets amidst economic uncertainty and pent-up demand for deals.
Explore how Evalueserve’s library services support helped a top global investment bank gain efficiency and achieve significant cost savings. The partnership increased productivity, saved substantial costs, and improved quality, solidifying Evalueserve’s position as a valuable knowledge process outsourcing partner for the bank’s global operations.
Explore how Evalueserve’s library services support helped a top global investment bank gain efficiency and achieve significant cost savings. The partnership increased productivity, saved substantial costs, and improved quality, solidifying Evalueserve’s position as a valuable knowledge process outsourcing partner for the bank’s global operations.
Q2 2023 ended with mixed results for the North American consumer and retail sector. Although, the worries stemming from regional banks were addressed, headline inflation dipped to 4%, and the US debt ceiling concern were finally resolved, the sector continued to face macroeconomic headwinds, such as high-interest rates, ongoing geopolitical tensions, tightening labor market, and increasing raw material costs. Despite these challenges, the sector showcased resilience with moderate spending growth and positive financial market performance.
M&A deals in Asia Pacific region dropped to the lowest levels since the onset of COVID-19 pandemic, affected by economic volatility coupled with monetary tightening. Despite some relief given by domestic-level market resilience from major regional emerging economies, the overall sentiment for 2023 continues to be subdued and guided by key economic elements such as inflation and financial markets instability
Our latest blog dives into the current state of the Over-the-Top Streaming market and what to expect from the industry in the second half of this year.
The US retirement sector is witnessing a transformative shift as new trends begin to emerge. In this dynamic landscape, innovative practices and approaches are reshaping the way employees plan for their retirement.
A recent blog by our team digs deep into factors influencing real estate valuation which is required for a variety of purposes like financing, sales listing, investment analysis, property insurance, and taxation. Evalueserve provide valuable services to investment banks catering to real estate investors. Read more to find out some ways Evalueserve assists in real estate valuation.
In H1’23, the financial system was put to the test by the ripple effects of the regional banking crisis and tightening of financial conditions, with some pockets of growth resulting from the resurgence of investor interest spurred by competitive valuations.
Explore the H1’23 capital market landscape, highlighting trends in M&A, debt, and equity capital markets, as well as the impact on investment banks and advisory firms.
Explore how Evalueserve’s library services support helped a top global investment bank gain efficiency and achieve significant cost savings. The partnership increased productivity, saved substantial costs, and improved quality, solidifying Evalueserve’s position as a valuable knowledge process outsourcing partner for the bank’s global operations.
Discover how Evalueserve’s financial analytics support transformed a top 10 global investment bank’s decision-making process and operational efficiency. With 110 skilled professionals covering 10+ sectors across 15 client offices, they achieved a 26% increase in volumes and saved over 1,000 hours/year, delivering high-quality insights for data-driven decisions.
Explore the trends and factors impacting the global IPO market, including macroeconomic headwinds, investor sentiment, and regional performance in this comprehensive analysis.
The latest Tracking-the-trends document highlights the recent product launches in the asset management industry, focusing on the new funds introduced in 2023 by leading US asset managers.
Discover the importance of monitoring ESG controversies for asset managers and learn how to reduce risks while maintaining a positive reputation
In H1’23, investors continued to view the healthcare sector in terms of its historical status as a “go-to” market amidst uncertainty and engaged in ‘big ticket’ deals, highlighting the industry’s resiliency.
Discover how a Fortune 100 Financial Services firm gained insights into competitors’ fiduciary offerings and strategies, enabling them to realign and reposition their own services effectively.
Discover how a Fortune 100 Financial Services firm leveraged competitive benchmarking to analyze key competitors’ Financial Wellness offerings, identify gaps, and realign strategies for market success.
The EU AI Act, passed by the European Union, aims to regulate Artificial Intelligence technology and strike a balance between safety and innovation. Evalueserve offers expertise in implementing the guidelines and supporting organizations with risk management frameworks.
Discover the benefits of a consultant database for asset and wealth management firms, enhancing efficiency, data accuracy, and streamlining investment decisions.
Read our summary of the recent European Risk Management Council meeting around the evolution of systemic risk in light of recent activity.
Explore the rising trend of private equity partners acquiring and partnering with insurance companies to access permanent capital, transforming the industry landscape and creating value for investors.
During this year’s Risk Americas event, we had the honor of moderating a panel discussion featuring esteemed panelists from Blackrock, Mizuho, and Columbia University. The conversation centered around the new weaknesses in model governance and potential solutions.
Explore the power of forecasting stock prices using ARIMA and Reinforcement Learning models to construct high-performing portfolios.
Discover the benefits of leveraging databases for asset and wealth management firms, enhancing competitive intelligence, and driving informed decision-making.
Discover how our comprehensive competitor benchmarking study in the advice market empowered a large institutional asset manager to make well-informed decisions and enhance their strategy.
Explore the growth and future of Telehealth, as it transforms healthcare delivery, offering convenience, cost savings, and innovative solutions.
SS 1/23, Model Risk Management Principles for Banks, is bringing sweeping change to Model Governance in the UK. Our blog dives deeper into the requirements, what it could mean for your firm, and how Evalueserve can help.
Discover the importance of identifying ideal M&A targets and overcoming common challenges in the target identification process for successful deal execution.
2023 YTD bankruptcies in the US are on a 13-year high, led by rolling back of easy monetary policy by the US Fed to combat high inflation.
Discover the ongoing regional banking crisis in the US and its potential impact on the financial sector. Explore the lack of regulations and the risks of a full-blown crisis.
Discover best practices for asset and wealth management firms to differentiate themselves in a competitive landscape, with a focus on clear communication, market insights, and continuous monitoring of competitors’ strategies.
Hari Baskar, Chief Data & Analytics Officer at SAB (Saudi Awwal Bank), was awarded with a Data Impact Award at Cloudera’s Evolve 2023 event for his significant contributions to data architecture modernization.
Employing generative AI in banking provides the unique opportunity to streamline lending services and enhance customer service. Explore 6 ways banks can use generative AI to revolutionize lending.
Discover how our deep-dive analysis helped a leading asset and wealth management firm revamp its fee schedule, align with industry norms, and encourage positive consumer behavior, ultimately enhancing revenue and client retention.
Discover how a Fortune 100 Financial Services firm improved its market positioning through a comprehensive competitor assessment, identifying key strengths and areas for growth, and refining its marketing and sales strategy.
Discover the transformative potential of GenAI in FinTech, driving innovation, improving customer experience, and reducing costs while addressing key risks and challenges.
Utilizing generative AI in lending has the potential to transform the financial world. There are, however, limitations that banks need to consider if they want to maximize the benefits of this new technology.
We recently gathered with a group of top banking executives in NYC to discuss the business impact and high-potential use cases of generative AI. Here’s what we discussed.
Despite rising inflation and tightening credit measures, private credit is expected to remain strong. Discover 6 reasons why private credit is the future.
Discover how Evalueserve revolutionized a leading asset manager’s distribution process by optimizing the Seismic platform, resulting in improved data quality, reduced time to market, and a comprehensive knowledge repository.
The failures of SVB and Signature Bank underline how crucial risk management in banking is. Discover the key lessons banks can learn from the 2023 banking crisis.
To explore how generative AI is making an impact on the ground, we gathered with a group of banking executives in New York City. Michael Schrage from MIT and our Chief Technology Officer, Rigvi Chevala led the conversation around the business impact of generative AI, what it takes to succeed in banking, and high-potential use cases that are being explored. Here are some of the highlights.
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.
This paper explores the applications and challenges of GenAI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging GenAI 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.
A Fortune 100 company wanted to understand how their competitors are cross-selling high-margin retirement and other financial products and services effectively, without incurring additional customer acquisition cost and without getting into any legal trouble for using personal data of their clients.
ChatGPT in Lending: 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.
The Global Healthcare Industry witnessed a surge of deals in Q1 2023 as investors continued to view the sector in terms of its historical status as a “go-to” market during uncertain times.
The art of deal execution in investment banking is a delicate process of taking a potential M&A transaction from idea to completion. The process can be complex and requires knowledge & experience, with confidentiality being a key component to a successful transaction. Evalueserve offers an unmatched deal execution support, with particular focus on live M&A deal mandates, through its vast experience of working with large, mid-market investment and boutique advisory firms.
M&A deal volumes drop lower in Q1 2023 due to economic uncertainties, with APAC contributing just 30% of global M&A. Improved volumes in Japan were the bright spot. Expectations are for a more normalised level of M&A activity resembling pre-2021 levels.
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.
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.
The corporate and product strategy team of a global commercial real estate (CRE) consulting firm was considering to enter the proptech business segment by building in-house capabilities and engaging in new partnerships or acquiring an existing brand.
Our client wanted to launch new ESG funds for European investors. For this, the client wanted to track current and prospective portfolio companies on various economic (E), social (S), and governance (G) parameters using a prioritization framework. The client also wanted to continuously monitor portfolio companies as required by the SFDR, SEC, and other ESG regulations.
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 our 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.
In the last three years, the consumer and retail sector has witnessed more disruption and transformation in consumer behavior and preference than in the past two decades. In 2022, the consumer and retail sector continued to witness major economic headwinds, including an unstable geopolitical environment, a sharp rise in the cost of living, and a looming recession, which added more uncertainty to consumers’ purchasing behavior and, ultimately, to the sector’s performance.
Asia-Pacific (APAC) has not been immune from the global macroeconomic headwinds that built steadily throughout 2022. Now, the region is also
The OTT market, which was riding high on the analysts’ expectations pushed by the pandemic, remained subdued as pandemic restrictions were uplifted. The market is still growing but the growth rates do not match the previously announced expectations. It is anticipated to take another surge with the introduction of 5G services and 4K content, especially in emerging countries such as India.
The global financial services market underwent a significant change in 2022 as the world economy struggled to recover from the effects of a protracted epidemic. However, the deal volume from 2021 did not produce a straightforward figure that could be easily repeated. Therefore, as economic and geopolitical volatility took its toll, businesses appeared to have started concentrating on concluding the correct deals to support strategic growth and capital returns rather than expanding the volume of deals.
The US Federal Reserve’s monetary policy to tackle inflation has brought the government and the Treasury at odds with the Central bank. Bhashkar Upadhyay in his new blog has carefully noted down how “fiscal deficit” has become a point of contention among different stakeholders and how a failure to end the deadlock over the “debt ceiling” could have grave financial consequences on the markets.
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 sharp decline in Global IPO activity in 2022 had a substantial impact on the financial markets, as it followed 2021.
The knock-on effects of COVID-19, labour force displacement, geopolitical uncertainties, and shortage of liquidity dominated discussion during 2022. The global healthcare industry is typically considered a recession safe haven, still faced financial strain due to these factors.
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.
One of the biggest challenges in ESG reporting according to investors is the lack of transparent and consistent data. It is important to understand and distinguish the challenges across the ESG data and insights value chain and then follow a piecemeal approach to address each of them. In this article, we will explore the three levels of the ESG data value chain and address these challenges and how to meet them.
A Confidential Information Memorandum (CIM) is one of the first documents a buyer receives during the M&A process. It is a descriptive resume of the company curated by the M&A Advisor on the seller’s side.
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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.
Investment banks have undergone drastic changes during the pandemic and some of those legacies would continue in a post-Covid world. Alexia Fernandez aims to highlight this by explaining how Evalueserve has played a key role by adjusting to its client needs as they move their RSM-related functions online.
Our detailed analysis of the Global FIG M&A and Capital Markets landscape captures the probable answer through deep insights on Investors’ behaviour, Recovery of the banking sector, Key M&A themes…
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.
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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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