Explore the impact of inflation, interest rates, and central bank actions on the stock market over 25 years, and learn how these factors can influence your investments.
Explore the robust recovery of the cruise industry, driven by strong customer demand, record revenues, and strategic growth plans, set to continue into FY24.
Explore the challenges facing the US banking sector, including high inflation, regulatory measures, and geopolitical tensions, and understand how these factors impact profitability and asset quality.
Read the newest blog entry to uncover the latest news and trends shaping the Private Markets landscape. Gain valuable insights and stay strategically ahead with news that impacts the market.
Explore the critical role of deal marketing in the investment banking deal life cycle, and discover how Evalueserve’s expertise can navigate its complexities for successful M&A transactions.
Explore the impact of anticipated rate cuts by Fed on the US economy, including record highs in equities, surge in bond issuances, and changes in consumer loan interests.
Transform your lending journey with automation. Speed up credit decisions, ensure accuracy, and stay compliant effortlessly.
In a recent interview with AIM Research, Swapnil Srivastava, the global head of Evalueserve’s analytics practice, discussed the intricacies of Business Intelligence (BI) modernization in the AI era.
Explore the significant changes in the Regulatory Technical Standards of the Sustainable Finance Disclosure Regulation and how Evalueserve can assist asset managers in meeting SFDR compliance.
Explore our recent blog entry for in-depth insights into the current state of Private Markets. Dive into noteworthy developments and stay abreast of the latest news shaping this dynamic market.
In this testimonial, Lars Mitchell, Head of Research Publications at Peel Hunt discusses partnering with Evalueserve to come up with a unique solution for equity research distribution through our Insightsfirst platform.
Explore the global economic outlook of 2023, marked by resilience, restrictive policies, and a decline in APAC’s M&A activity, amidst the slow, challenging path to pre-COVID levels.
Explore the challenges and opportunities in the Asset and Wealth Management industry in 2023, the role of digital transformation, and outlook for 2024.
Discover how Evalueserve’s in-depth analysis and competitive landscaping of the SBLOC market empowered a Fortune 100 Financial Services firm to benchmark their offerings, devise effective strategies, and respond to rival campaigns.
Discover how Evalueserve transformed a top global bank’s lending operations by automating the spreading process with AI-powered Spreadsmart, significantly enhancing efficiency and accuracy.
Read our latest blog post, providing insights into the current landscape of Private Equity. Delve into significant developments and stay updated on the news shaping this dynamic market.
Explore the global financial landscape of FY’23, marked by a slowdown in M&A activity, robust debt capital markets, and a surge in equity capital markets, amidst challenging conditions for investment banks and advisory firms.
In 2023, the financial system was again put to the test by the ripple effects of the regional banking crisis and the tightening of financial conditions, with pockets of growth arising from the resurgence of investor interest spurred by the possibility of lower interest rates
Explore the dynamic landscape of Global Healthcare M&A in 2023, marked by a surge of deals, innovative structures, and a focus on complex partnerships, setting the stage for a transformative 2024.
Explore the 2023 global IPO landscape, understand the factors contributing to its decline, and gain insights into regional performance and the forecast for 2024.
Stay in the know with our latest blog post shedding light on the current landscape of Private Equity. Dive into key developments and stay updated on the news influencing this dynamic market.
Becoming sustainable is now vital for all sectors, driven by increasing customer, regulatory, and shareholder demands to reduce carbon emissions, reshaping how resources are procured, distributed, and utilized.
Discover how a Fortune 100 Financial Services firm gained a competitive edge with a comprehensive industry and competitor assessment, enabling informed decision-making.
Discover how Evalueserve helped a Fortune 100 Financial Services firm understand market trends, analyze retirement plans of Fortune 500 companies, and identify promising opportunities for their retirement income offerings.
Explore how AI is revolutionizing the retirement industry, enhancing benefits, personalizing investment strategies, and streamlining employee onboarding.
Explore the intricate landscape of M&A deal closure, its challenges, key considerations, and strategic approaches for a successful outcome with Evalueserve’s comprehensive assistance.
A recent publication by our team discusses the value creation achieved through management reporting and creating efficiencies during the holding period of the a Portfolio company.
Evalueserve and Newgen announced a new partnership to offer end-to-end credit decisioning support through technology-enhanced expert services.
Gain insights into the latest happenings in Private Equity by reading our recent post, spotlighting the key developments and news shaping the market.
Read our blog on the latest model risk management revisions announced by OSFI, Canada’s regulatory authority.
Explore how Evalueserve’s experienced team navigates deal execution, mitigating risks through comprehensive due diligence, ensuring successful transactions and protecting stakeholders.
Discover how Evalueserve optimized a leading investment firm’s competitor intelligence operations, providing timely insights and empowering informed decision-making.
Amidst the dynamic P&U landscape in YTD Sep 2023, disruptions like the war in Ukraine and supply chain disruptions posed challenges, while advancements like the EU’s energy independence opened doors to new deal opportunities.
Explore the impact of China’s Q3 2023 GDP growth on research operations, investment opportunities, and the potential for increased demand in the Chinese stock market.
Explore UBS’s strategic move to free up capital by inviting bids for CS’s China brokerage unit, addressing license restrictions and potential impact on growth.
Explore the transformative impact of AI on the payments industry, driving growth, streamlining transactions, enhancing security, and personalizing customer experiences in the fintech sector.
Explore the evolving Middle East payments landscape and discover strategies for banks to stay competitive in this dynamic digital era. Dive into key trends, opportunities, and successful partnerships in the region. Learn how intellectual property strategies can shape the future of banking. Read more in this insightful blog.
Explore the challenges and digital transformation in the US mortgage market, and discover how Evalueserve’s solutions enhance operational efficiencies for lending institutions.
The North American consumer and retail sector wrapped up Q3 2023 on a positive note, marked by robust retail sales, noteworthy M&A activities, and ongoing challenges.
Discover the latest trends in M&A, debt capital markets, and equity capital markets, as global deal-making slows, green bond issuances rise, and IPO activity declines in 9M’23.
Explore the challenges faced by the financial services industry in 2023 Q3, with a focus on M&A trends, ESG, and the impact of technology on key sub-sectors like banking, insurance, and FinTech.
Explore the global economic outlook in 2023, with a focus on APAC M&A activities, key market drivers, and the impact of inflation & borrowing costs on growth prospects.
Leveraging the surge of interest in Generative AI to tackle core enterprise-wide issues: data accessibility, real-time insights, and data-driven decision-making.
In this webinar, we discuss opportunities to incorporate Generative AI into investment banking and lending processes with real-world examples.
To explore how risk teams at financial institutions are managing generative AI, we gathered with a group of risk executives in New York City. Risk leaders and AI experts led the conversation around the how risk teams are using generative AI and managing the risks of GenAI.
Discover how AI revolutionizes the automotive industry, enhancing vehicle performance, safety, and manufacturing with advanced technologies and applications.
Discover the latest private equity updates, including industry trends, market opportunities, AI’s impact, and ESG developments shaping the investment landscape.
Explore how you can accelerate the investment banking deal cycle by embracing generative AI and other technologies to automate pitchbook generation.
Discover the essentials of corporate valuation and financial modeling, key methodologies, and best practices for investment banking decision-making.
The Securities and Exchange Commission (SEC) has adopted new rules and amendments on August 23, 2023, to the Investment Advisers Act of 1940, which will impact private fund advisers in the US.
Transform your investment strategy with AI-powered deal sourcing technology, offering accelerated insights, portfolio monitoring, and strategic support.
To explore how risk teams at financial institutions are managing generative AI, we gathered with a group of risk executives in New York City. Risk leaders and AI experts led the conversation around the how risk teams are using generative AI and managing the risks of GenAI.
In Q3’23, 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.
A London-based family office that manages the wealth of an ultra-high-net-worth individual (UHNI) engaged Evalueserve to provide a comprehensive assessment of the current and prospective stocks in its portfolio to determine their viability and fitment based on their investment ideology.
The client managed several competitor intelligence teams that operated independently and served various business groups. These teams struggled with vast amounts of unstructured data while trying to derive timely insights.
Explore the growing climate tech investment landscape, its challenges, and the importance of strategic approaches for achieving sustainable financial and environmental benefits.
Discover how Tabula-Py, a Python library, revolutionizes data extraction from PDF tables, streamlining financial research processes and reducing human error.
Explore industry trends, market opportunities, ESG incorporation, and growth drivers in private equity, venture debt, and private credit.
Discover the factors driving private equity and venture capital firms’ interest in the EV industry, including surging demand, policy environment, and tech advancements.
Discover how Evalueserve helped an asset management firm optimize portfolio allocations using Modern Portfolio Theory, ensuring accuracy and resilience in ESG-focused investments.
Discover how Evalueserve’s comprehensive validation of ESG scoring methodologies empowers asset managers to make responsible investments and drive innovation.
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.
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 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.
