Competitive & Market Intelligence
Digitizing Market and Competitive Intelligence for Investment Managers
The Investment Management industry has witnessed secular changes in structure, pricing, and asset flows.
The Investment Management industry has witnessed secular changes in structure, pricing, and asset flows.
Access actionable insights powered by AI / NLP and curated by domain experts. Stay updated on latest developments across the Asset and Wealth Management space.
Factsheet automations are only successful if they are supported by robust data processes.
The client wanted to improve their overall process for creating factsheets from the bottom up.
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.
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.
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.
As of May 2020, four European monetary zones (the Eurozone, Denmark, Sweden, and Switzerland) along with Japan are firmly in negative interest rate territory.
Making Credit Risk Review Process Faster, Accurate and More Efficient.
Climate-related incidents are increasing, and institutions that are not adequately assessing risks will suffer unexpected financial losses. Banks’ perceived role in averting the course of climate change is also coming to the forefront of the public agenda, and any financial institution that is not proactively tackling the problem will likely be behind the competition in implementing future regulations as well as managing their portfolios.
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.
The performance of factors in the US and other developed markets have been widely studied.
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.
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.
This insights paper was prepared by the Risk & Compliance practice at Evalueserve. For a detailed analysis on how the Covid-19 crisis can impact your anti-financial crime operations and your immediate opportunities to enhance them during the lockdown and beyond.
The Evalueserve Global Recovery Index (EGRI) is a view to combine three aspects that Covid-19 has had maximum impact on—health, economic/work resumption and social interactions.
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
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.
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.
KYC as risk management, rather than data management, remains elusive for financial services firms as well as for the high-value goods and other industries
Banks and financial institutions are facing an uphill task of efficiently managing their ever-growing bundles of financial data in multiple and complex formats.
Facebook surprised the market by announcing its intention to launch Libra, a new global currency powered by blockchain technology.
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
A leading M&A advisory firm was looking for solutions to manage staffing issues amid peak workloads without onboarding full-time employees and compromising data confidentiality.
COVID-19 has taken the world by storm, and for the first time since the Great Depression, both advanced and emerging economies are plunging into recession simultaneously.
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.
Public and regulatory attention to the impact of COVID-19 on banks has been rightly focused on credit quality.
As China heads to a long Labor Day weekend (1st to 5th May), the uppermost question in the minds of all policymakers, is how to spur more consumption and get the economy back on the path to recovery as quickly as possible.
The Global Lockdown May Accelerate Automation And New Ways Of Working With Lower Costs.
Imagine yourself in a Harry Potter movie, reading a newspaper with pictures that move and characters that smile and wave to you! How cool would that be?
As Covid-19 continues to spread, the burden of disease has been asymmetrically distributed, as countries find themselves at different stages of the pandemic.
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.
Covid-19 has caused significant disruption to our way of life, with many changes expected to outlive the current crisis.
There has been a high level of interest from our clients and partners on the recovery in China.
The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.
Saying that the COVID-19 pandemic is creating havoc across each node of the global supply chain is an understatement.
A leading global management asset company struggled with having no workflow system in place when tracking and prioritizing content requests.
In this post, we take a look at the key trends and themes in risk for 2020 – and some smart solutions too.
How often do you find yourself or your team members tied up in essential but repetitious tasks?
Financial statements, SEC filings, management presentations, etc., have long been the only reliable data sources for analysts. Not anymore.
Discover the multiple ways that automation can make small but powerful changes to your KYC process.
Asset managers rely on third-party composite scores for their investment decision-making. But how reliable and valid is this data, and does it truly meet their investment objectives? Let’s try and understand.
Increasingly, ‘alternative’ or non-market data holds the promise of smarter investments and superior returns. But how can you get to grips with the mass of information out there and use it to make better decisions?
A top global bank needed our help with making process improvements to flag high-risk accounts.
The bank needed help with bringing together and refining diverse risk management processes surrounding their high-risk portfolio management, in order to improve their report turn-around times.
A leading US investment bank was struggling with providing the right number of staff with the right language skills at the right time, in order to deal with the peaks and troughs in enhanced due diligence work.
The Insightsfirst platform solution allowed this client to identify and take timely action on relevant, recent, and valuable potential opportunities in the payments market.
ESG investing – still not convincing financial advisors? See what will make them drive the demand for it and how asset managers can support them.
See how by breaking down the validation process into its essential elements and standardizing the approach, you can make significant time and cost savings while also enhancing quality.
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 key pillars for a strong ESG data strategy are smart data interventions, backed up by input from subject matter experts (SMEs). Here are four areas where that approach can help you overcome ESG data issues.
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?
See how asset management marketing can enable growth and profitability by modernizing its own operations. In this post, we discuss three automation strategies that can help industry CMOs and marketing stay relevant.
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.
Increasing importance of data lineage and advent of machine learning indicates that traditional and new risk models will co-exist, as the MRM life cycle is optimized. But what will help minimize teething pains associated with this growth phase? Find out more in this blog.
The client needed a solution that would not only streamline the update process, but convert the marketing handout into a digital format, with interactive and engaging charts.
Our client’s existing offshore strategy was based on a dedicated one-toone support model, with very few analysts having access to offshore teams.
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.
This client was looking for deeper, more sophisticated analysis of clients’ portfolios in relation to their investment goals, plus a rigorous way to evaluate the performance of their accounts and financial advisers.
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.
Developing, validating and monitoring multiple models is hard work. Regulators want high-quality, well-produced reports.
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.
As digital transformation advances, many are turning to automated marketing solutions – but they’re still overwhelmed by their workflow.
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.
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.
We set up a dedicated team with experience in credit risk model monitoring and various data analytics tools, including SAS. A senior risk specialist supported the team.
The client’s credit risk reporting and analytics team were tasked with meeting the reporting and analytical needs of credit risk managers across the WIM line of business.
We helped a US bank to proactively identify and manage bad actor risk, improve name screening for AML monitoring, and maintain financial advisor compliance.
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?
MiFID II is revolutionizing the way investors pay for their research. Check the most recent trends emerging in the research industry and see how much buy-side can expect to pay for research, and what will they be willing to pay for.
Evalueserve, a global provider of research, analytics, and data management services, has launched a new product – Pitchready, a productivity suite that offers fast and configurable pitchbook solutions to investment banking and advisory firms. The software saves 95% of time spent on adding logos to a pitch book and 80% of time spent on creating tombstones. Overall, it increases formatting efficiency by 50%.
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%.
As procurement teams shrink, CPOs are looking at new ways to realize savings, increase spend under management and take a strategic view of sourcing – without increasing headcount.
We helped a major US bank transform the productivity and accuracy of their financial spreading process with our patented financial spreading software, Spreadsmart.
The client wanted to leverage freely available meteorological data to improve predictions of pesticide sales.
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 Markets in Financial Instruments Directive (MiFID II) is expected to have a global impact on how the buy-side consumes sell-side research.
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.
While 2000–2009 saw disruption due to outsourcing and offshoring, years (2009–2015) following the global financial crisis, witnessed a stricter global regulatory environment.
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.
Sell-side research is seeing a range of disruptive changes that are currently redefining the marketplace. Delivering reports that provide newer and deeper insights are needed more than ever before. Is the use of intelligent automation a defining factor in this race to survive?
As the song goes, ‘the times they are a-changing’ for index providers and users. In the past decade, we have seen the rise of various financial regulations, which have created more challenges for the index industry.
Index users and providers are facing greater scrutiny due to the expansion of financial regulations covering the index industry. Discover what are the options for index providers and users.
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.
The banking sector showed its most vulnerable face during the 2008 recession. Strict regulations and measures enacted soon after the crisis has been keeping banks on their toes.
How do you form a marketing or an asset management strategy?
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?
Compliance with BCBS 239 is not only mandatory for systemically important banks (SIBs), it also has tangible business benefits. Why then are so many banks struggling to meet the requirements for compliant risk data aggregation and reporting?
Database subscriptions are a necessary expense, but many financial services companies are finding they spend more than they need to.
Risk data management is extremely important for banks, especially in times of financial crisis – and an efficient system for this task certainly has benefits.
Imagine a potential client who wants investment advice but whose earnings, while relatively high, don’t put them in the right bracket for your company’s full services.
Today’s dynamic and fast-paced businesses look for quick and informed decision-making, powered by real-time analysis of huge volumes of data.
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.
Using dedicated tools and models, our experts will help you gain deeper insights about your competitors, prospects and target industries.
Our experts created a self-service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products.
Sector & Account Intelligence
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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