Blog Archives

Competitive & Market Intelligence

Liquid Alternatives post a strong rebound, but will it change the long-standing 60/40 strategy?

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.

General

Q2’22 – Investment Banking Update

The first half of 2022 saw ~USD 2.2 trillion of M&A deals being announced, ~21% lower than the same period last year and the slowest opening six months for M&A in two years. Technology, financials, and industrials accounted for almost half the total deal value in the first half of 2022.

Innovation Intelligence & IP Solutions

Are edible insects the way forward for sustainability and food security?

In some skeptical quarters, the notion of eating insects has almost become the punchline of a joke. Indeed, insects are more

General

Update on M&A Trends and Outlook

The team at Evalueserve, a provider of banking and advisory support services, is back with another iteration of our M&A Recovery Report, covering 10 Major M&A markets, as we move through 2022. M&A recovery in 2022 took a drastic downward turn from the blockbuster start witnessed in the previous quarter on the back of growing concerns of a global economic slowdown.

ESG

Monetary Authority of Singapore Publishes Guidelines on Environmental Risk Management for Insurers

On December 8, 2020, the Monetary Authority of Singapore (MAS) published the Guidelines on Environmental Risk Management for Insurers. These guidelines are aimed at improving the management of environmental risks by all insurers, in line with the expectations of the MAS.

Risk & Compliance

Monetary Authority of Singapore Publishes Guidelines on Environmental Risk Management for Banks

These guidelines are aimed at improving the management of environmental risks by all banks, merchant banks, and finance companies, in line with the expectations of the MA

General

Global Healthcare Industry: M&A and Capital Market Landscape H1 2022 Review

Deal making in the global healthcare industry has been relatively slow in 2022, compared with a blockbuster 2021. Investors were primarily forced to hold off on deal making because of the uncertainty regarding the global growth outlook.

Anuj Bhardwaj - Spotlight Interview IP and R&D Solutions

Innovation Intelligence & IP Solutions

Himanshu Sharma – IP and R&D Spotlight Interview

In this spotlight, we sat down with Evalueserve’s Group Manager of the CPG Excellence Team, Himanshu Sharma and got the scoop on her professional journey, and the CPG industry.

Competitive & Market Intelligence

Competitive Intelligence KPIs You Should Be Tracking

As a business, it’s important to keep track of your competition. What are they doing that is working well? What tactics are they using that you could learn from? Competitive Intelligence tracking is the process of monitoring and assessing your competition to gain a strategic advantage.

Competitive & Market Intelligence

Technology-Driven Intelligence on Key Companies

It is imperative for any business to look at and review what key companies and innovators in their space are doing. This outlook is essential as it provides the direction that the others are treading for their future roadmap and the business can decide the direction it wants to take.

Risk & Compliance

2021 Climate Risk Management Guideline – HKMA

The 2021 Climate Risk Management Guideline was published by the Hong Kong Monetary Authority (HKMA) in July 2021.

Risk & Compliance

Hong Kong Monetary Authority embeds climate risk in banking supervision

Banking authorities strive to ensure strong risk management practices, including the detection, disclosure, and management of risks emanating from climate change. These practices are critical to boosting banks’ resilience to climate-related events and risks.

Risk & Compliance

Monetary Authority of Singapore Publishes Guidelines on Environmental Risk Management for Asset Managers

On December 8, 2020, the Monetary Authority of Singapore (MAS) published the Guidelines on Environmental Risk Management for Asset Managers. These guidelines are aimed at improving the management of environmental risks by fund management companies and real estate

Competitive & Market Intelligence

How to Conduct a Competitive Audit

A competitive audit or competitor audit is an essential part of competitive intelligence. It involves a complete assessment of your competition through notes of their products, branding, content, features, and benefits.

Data Analytics

Middle East Banks Witnessing Digital Revolution

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.

Innovation Intelligence & IP Solutions

Alex Bell – IP and R&D Spotlight Interview

Get to know Alex Bell, Associate Director in Chemical Safety and Regulatory Affairs. Learn what brought him to Evalueserve and how he perceives today’s product safety industry.

Competitive & Market Intelligence

A Critical View on the EdTech Market Fall and Opportunities Emerging from the Pandemic

The COVID-19 crisis has taken various forms across the world and presented remarkable differences in performance within different industries. Some sectors that are dependent on human interaction, such as the cultural and creative industries have experienced substantial hits and were expected to take longer to recover.

General

Crypto making way into Retirement Funds and Individual Retirement Accounts (IRAs) – is this to stay?

Cryptocurrencies have seen massive adoption and have become one of the hottest investment products for investors and asset managers alike. This increased uptake has been driven by its growth potential that it has demonstrated over the years.

Innovation Intelligence & IP Solutions

Simon Carr – IP and R&D Spotlight Interview

The IP and R&D Spotlight Interview series continues. Get to know Simon Carr, Vice President of CPG Practice at Evalueserve. Read his assessment of the CPG market and how the market should evolve in a fast-changing environment.

Competitive & Market Intelligence

Competitive Intelligence: 3 Types of Competitors to Watch

Identifying your competition is the first step to understanding your competition – this can help you avoid pitfalls and provide you with advantages that can make your stand tall above the others.

Artificial Intelligence

Competitive Intelligence Programs: Why You Need A Hybrid Approach to CI

In a rapidly changing business landscape, it’s more important than ever to have a comprehensive and effective competitive intelligence program. But

Competitive & Market Intelligence

Evalueserve’s Approach to Solve Data Challenges to Arrive at Optimal Deal Valuation for Franchising Deals Advised by Boutique Advisory Firms

As market headwinds pick up speed in the post-Covid phase, bankers and analysts at boutique advisory firms are busy in keeping the ball rolling under high volume of M&A deals. With the increasing volume of deals, many bankers are spending a lot of time on unstructured data of private companies, one of them being franchise companies.

General

Presentation Design Services in Investment Banking

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.

Innovation Intelligence & IP Solutions

Do you want to sell pesticides in Canada? Then here is what you need to know about the regulation process.

Launching any product in a new market can be challenging. Each country has their own regulatory process to which companies have to comply. Pesticides are one of the regulated products in Canada, the Evalueserve Chemical Safety and Regulatory Affairs team walks you through the regulation process of registering pesticides in Canada.

General

How Leveraging Technology Can Revolutionize the Private Equity Industry

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.

Competitive & Market Intelligence

Private Credit’s Increasing Role in Private Equity Industry

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.

Artificial Intelligence

Machine Learning Model Risk Management

The use of machine learning (ML) models by financial institutions has grown steadily in recent years given their enhanced capabilities and widespread potential application. However, building, adopting, and regulating machine learning models remains a challenge.

Decarbonization

Can advanced recycling enable a more circular plastics lifecycle over mechanical recycling?

A critical need of the hour towards the goal of sustainability, is better recycling, particularly in higher plastic consumption sectors, including consumer packaged goods (CPG). While a large quantum of post-consumer plastics ends up in landfills or leaking into the environment, the ones that do make it to waste collection and recovery facilities do not always end up recycled and reused.

Innovation Intelligence & IP Solutions

Can Smart Charging make electric vehicles more suitable for the mass?

Why is Smart Charging a game changer for the electric vehicles market? Priyesh Sinha, AVP for Automotive and Industrial Machines in the IP and R&D Solutions department, explains the technology developments and benefits of this new technology.

Marketing, Sales & Strategy

Procurement Intelligence: 5 Ways to Improve Your Business

Procurement Intelligence is a method for deriving business value from procurement data.

General

Early Warning Systems – Empowering New Age Banking

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.

Artificial Intelligence

Investment Banking Trends: CXOs on the Roles of AI, CRM, and Data Science

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.

ESG

Asset Managers Gear Up to Tackle Greenwashing Amid Increased Regulatory Scrutiny

ESG-focused asset management (AM) firms are facing increased regulatory pressure and scrutiny to prioritize and tackle “greenwashing”. The term greenwashing is generally used to represent the practice of identifying a business as more ‘sustainable,’ ‘green,’ ‘low-carbon,’ and ‘planet-friendly,’ when, in truth, an entity may be either creating a false impression.

Data Analytics

Driving Agile Innovation Strategy for FinTechs

An agile approach to business strategy is not just about velocity to adapt to evolving market needs but also, how efficiently to out-innovate the competition. Business leaders are constantly facing new market challenges, many of which are known while others unknown. It is becoming increasing important to continuously observe the market signals and respond timely for mitigating the risks and ensuring business growth sustainability.

Winning Strategy of a Pharmaceutical New Product Launch

Data Analytics

Pharmaceutical New Product Launch: A Winning Strategy

With more novel drugs being launched and approved, pharmaceutical new product launch strategies need to evolve.
The COVID-19 pandemic has made the healthcare ecosystem and engagement for launch effectiveness more complex owing to the evolving needs of pharma stakeholders.

Company News

Evalueserve provides support for new India REACH legislation

The upcoming India REACH legislation impacts manufacturers and importers placing chemicals in India. They must comply to the new chemical safety law. Do you know how the new regulation will impact your business? Get a brief overview and learn how to comply with the new rules.

Competitive & Market Intelligence

Competitive Intelligence: The Information Your Stakeholders Need to Thrive

Understanding competitor motivations and behaviors help shape product development, pricing, brand positioning, and more. The key is to identify challenges, advantages, and white spaces to build a strategy that creates competitive differentiation.

Artificial Intelligence

Leveraging AI to Deliver High Quality Proposals in Lesser Time

In this article, Shobhit Saxena, Associate Vice President, Products, shares some of the common challenges faced by business teams/ proposals managers and how Artificial Intelligence-driven technology solutions can help deliver high-quality proposals, increase efficiency, and save manhours.

Competitive & Market Intelligence

Procurement Intelligence: 4 Trends in Procurement and Supply Chain After Mass Disruption

It’s unsurprising that a “perfect storm” of catastrophe has had a significant impact on corporate profits and service continuity. How then should businesses change and adapt their procurement and supply chain processes to better future-proof their operations?

Marketing, Sales & Strategy

7 Battlecard Mistakes You’re Making (and how to stop them)

Everyone that works closely with sales has seen, or at least heard of, battlecards. You’ve probably stumbled along the way and made a few glaring mistakes that you caught. But what are the mistakes you haven’t caught?

Artificial Intelligence

AI in the Medical Field

AI can be found throughout clinics and hospitals working alongside doctors, nurses, and specialists. Automated systems help flag risk factors, identify likely conditions, and assist medical professionals with other vital forms of diagnoses and treatment. Our resident brand journalist Leah Moore spoke to our in-house AI expert Cathy Feng to learn more about the state of AI in the medical field.

IS PATENT DRAFTING ALL ABOUT WRITING CLAIM-SET AND SPECIFICATION IN STRUCTURED LANGUAGE?

Innovation Intelligence & IP Solutions

Key facets to be considered prior to writing claims and description to draft a valuable patent application

Do you understand what makes a good patent application? Is it only about understanding the invention, and writing the claim-set and description in structured language? Learn key facets to be considered to draft a valuable patent application in Atish Gupta’s latest blog.

Risk & Compliance

Model Risk Management Product Market Map

There are several model risk management tools available that automate manual processes to help MRM teams keep up with overwhelming demand.

Competitive & Market Intelligence

Anticipate the Competitor – Moving from tactical benchmarking to strategic understanding for improved outcomes

Moving from tactical to strategic competitor benchmarking for improved outcomes. Learn more about Evalueserve’s Anticipate the Competitor framework for streamlined strategic competitor benchmarking.

Decarbonization

Rethinking plastic packaging for a carbon neutral CPG industry

Plastic has been an efficient material in the sales, transport protection, and modularity of consumer packaged goods (CPG). CPG companies are among the top plastic consumers and will hence be instrumental in reversing the material’s impact on the environment and, subsequently, the climate.

Risk & Compliance

5 Post-2008 Financial Regulations That Are Still Top of Mind

The great recession of 2008 resulted in countless new financial regulations. Many of them are still top of mind for banks today as they continue to navigate implementation and reporting.

Risk & Compliance

Russia’s Invasion of Ukraine: Impact on Financial and Non-Financial Risks

We are already seeing serious implications from Russia’s invasion of Ukraine, including the humanitarian crisis in Ukraine; the refugee crisis in Europe; a looming global food crisis; the risk of further military escalation […]

Competitive & Market Intelligence

The Ultimate Guide to Competitive Win/Loss Analysis

A competitive win/loss analysis is a thorough discovery process that enables companies to dive deep into their customers’ motivations and objections. It reveals the true reasons behind a purchase, or behind the decision not to buy something.

Innovation Intelligence & IP Solutions

IP and R&D Spotlight: Dr. Priyal Bisht

Learn about the fast-changing requirements in chemical safety, toxicology and regulatory space and how we can help companies to quickly adapt.

Artificial Intelligence

Q&A with Cathy Feng About AI-Powered Recommendation Engines

Leah Moore, one of our brand journalists in the marketing department, sat down with in-house AI expert Cathy Feng to discuss

Marketing, Sales & Strategy

Strategy and Implementation Support for Consumer Goods Start-Ups

Consumer goods start-ups operate in a fast-paced environment that is undergoing intensive shifts in response to the digital and sustainable transitions.

AI-Driven Recommendation Engines: What They Are

Artificial Intelligence

AI-Driven Recommendation Engines and How They Work

A recommendation engine uses algorithms to predict a user’s choice and then offer suggestions to the user, helping them find the thing that may interest them the most.

Competitive & Market Intelligence

5 Components of a Successful Competitive Intelligence Program

A comprehensive and successful competitive intelligence program needs to achieve 5 different components to provide the highest value.

Data Analytics

5 Must-Read Data Analytics Articles

We’ve been reading up on all the good AI and data science articles on Medium and decided to highlight several of

Decarbonization

Decarbonisation Round-up Q1 2022: Hydrogen

Hydrogen is a key contributor in moving towards a future powered by clean energy. We put together a round-up for you of our published content featuring this topic.

Competitive & Market Intelligence

Competitive Intelligence: 10 Questions Your CI Team Should Ask Stakeholders

One way to lessen the burden on the competitive intelligence team and increase their efficiency is through artificial intelligence. Companies can pair AI with human intelligence to improve their CI efforts.

Toxicological Assessment of ENDS Devices

Research & Development

Toxicological Evaluation of Electronic Nicotine Delivery Systems and E-Liquids

Electronic nicotine delivery systems (ENDS) have taken off in popularity among younger generations. But just how toxic are they?

Artificial Intelligence

16 Statistics About Artificial Intelligence (AI): What’s Working And What’s Not

Investment in artificial intelligence (AI) is soaring. AI funding has multiplied in recent years, it’s becoming more central to software platforms

Innovation Intelligence & IP Solutions

Streamlining Data-Driven Decision-Making for Patent Portfolio Managers

A company’s patent portfolio is a crucial asset, with its value dependent on strategic decisions made by portfolio managers. These portfolios house proprietary innovations, setting companies apart from competitors. They offer potential revenue through out-licensing and mitigate litigation risks and unnecessary costs. Building a solid patent portfolio requires foresight, identifying key technologies, and filing continuation patent applications.

Innovation Intelligence & IP Solutions

Live Updates from IPBC Europe 22

We are attending IPBC Europe 2022 with our new partners, Patsnap. Continue reading this blog, for live updates from the event here.

Competitive & Market Intelligence

Competitive Intelligence that Stakeholders Actually Use

All departments and stakeholders need to integrate competitive intelligence into their remit, including market research, product development, C-suite, sales, marketing, procurement, fulfillment, and more.

General

Outsourcing: The way forward for asset and wealth managers

Asset and wealth management firms outsource processes such as research, sales, and marketing to improve their functioning and gain cost efficiency.

Risk & Compliance

Model Validation

Model validation is key to assessing reliability and identifying errors and corrective actions, but high-quality validation is increasingly difficult to achieve.

Competitive & Market Intelligence

Pricing Analytics: Keeping You Ahead of the Competition

Price-setting used to be an art, a skill derived from years of industry experience, intuition and hard-bought competitive business intelligence. In 2022, it has become a science.

Innovation Intelligence & IP Solutions

Evalueserve to Launch Searchstream

Combining the experience of our 400+ global IP experts, we have been able to fine-tune our AI capabilities to create the most advanced patent searching method in existence today. Evalueserve expects to have Searchstream ready for public use in the spring of 2022.

Data Analytics

Intelligent Data Processing and Automation (IDPA): What it Means and Why it’s Essential for Success

Businesses are facing immense pressure to do more, and do it faster, across all industries. More organizations are focusing on improving

General

Looking at the Impact of the Russia-Ukraine Conflict Through the Lens of Index Providers

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.

General

All Eyes on the Fed as the March FOMC Meeting Draws Closer

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.

Innovation Intelligence & IP Solutions

Patent Landscaping: 5 Insights into Competitive Intelligence

Competitive intelligence is a critical factor in the decision-making process for businesses. When assessing competitive intelligence insights, competitors’ sales, strategies, and market share are what come to mind. However, one of the least talked about, but often used insights by industry-leading companies across the world is intellectual property landscape data.

Risk & Compliance

Model Risk Governance: the Key to Effectively Managing Model Risk

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.

Competitive & Market Intelligence

Market Intelligence: 4 Insights Market Leaders Want from Their MI Program

To establish a level of success for a particular marketing intelligence strategy, market leaders need to look at the market insights that those strategies provide.

Competitive & Market Intelligence

Unleashing Opportunities and Future-proofing Your Real Estate Business

Business leaders have been forced to rejig their portfolio strategy, revamp office operations – work from home, hybrid, or flexible work set-up – and chart out diversified investment plans.

Artificial Intelligence

3 Ways to Revolutionize Procurement with AI

The COVID-19 pandemic exacerbated procurement team’s day-to-day work, putting emphasis on the requirement of modernization and transformation in supply chains. Using

Marketing, Sales & Strategy

Episode 1 – Using AI to Transform Marketing Goals with Paul Roetzer

AI is the buzzword of the decade, and industry experts including markets are leveraging it to transform decisions into results. In this blog, we discuss how you can use AI to achieve your marketing goals with our guest Paul Roetzer.

Innovation Intelligence & IP Solutions

Turning Patent Landscape Data into Business Strategy

Leveraging the power of enhanced AI and a team of global IP experts, we’ve developed Insightloupe to house and manage all your company’s past, present, and future patent projects. With the ability to efficiently analyze the data, Insightloupe’s patent analytics enhance your business intelligence across the following areas.

General

The Need for Higher EdTech Thought Leadership. Monetizing the Future of Learning

EdTech is one of the fastest-growing sectors globally, with skills development solutions receiving the highest funding in 2020.

Competitive & Market Intelligence

Competitive Intelligence: 7 Insights that CI Professionals can and should Deliver to their Content Teams

We’ve broken down the kind of data you might source into seven thematic strands. Each of these subjects presents unique insights that your content creation teams can use.

Risk & Compliance

What is Model Risk?

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.

Artificial Intelligence

Domain-Specific AI: Why It Is Good For Business (And The Turing Test Is Not)

Back in 1950, Alan Turing repositioned the question “Can machines think?” as an engineering challenge. He called the challenge “the imitation game,” popularly known as the Turing test.

Artificial Intelligence

Speech Analytics: Why It’s Important for Improving the Customer Experience – NLP and Domain-Specific AI Success Stories Included

Businesses lose about $62 billion a year to poor customer experience (CX). Why? Because they have an incomplete picture of the customer experience and the problems at hand.

ESG

China Sustainability Newsletter (December 2021 & January 2022)

This update of the China ESG Newsletter from Q4 of 2021 covers a series of measures that aim to accelerate the development of a green economy have been taken in mainland China, Hongkong, Macao, and Taiwan.

General

Sustainable Procurement: What it Means and How to Get Started

Sustainable procurement integrates ESG factors into the business model to comply with environmental targets, eliminate waste in the supply chain, and promote fair labor policies.

Risk & Compliance

Automation in Model Risk Management

Automation in model risk management has been gaining traction, however, despite the benefits automation offers, banks still resist adopting it.

Competitive & Market Intelligence

5 Steps to Gathering the Competitive Intelligence Data You Need to Succeed

Data is king in big business nowadays, and competitive intelligence data is the gold standard. The data analytics industry was worth $215.7 billion in 2021, according to Statista.

General

Key Opportunities for the Real Estate Industry to Explore in the Evolving Market Dynamics

With traditional offices undergoing rapid changes and market disruption prospects at an all-time high, real estate is one of the major industries at the cusp of rapid transformation.

Decarbonization

What The Future of Green Hydrogen Energy Says About SOEC Technology

Hydrogen is fast gaining ground as the fuel of the future, be it for power generation or powering the next generation of fuel cell electric vehicles (FCEVs). Hence, ways to generate, transport, and utilize it to fuel this energy transition are constantly being developed and optimized.

Competitive & Market Intelligence

Competitive Intelligence: 5 Tips to Distribute CI Effectively

The world today is more dynamic and faster than ever. With information changing and updating every minute, there’s no secret that knowledge is critical for business. The trend applies to every industry, niche, business, and sector.

Risk & Compliance

9 Types of Risks in Banking

“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.

Competitive & Market Intelligence

Integrating AI in Your Competitive Intelligence Programs

AI has been the catalyst in driving data into decisions.

Company News

Evalueserve Commits to Supporting Clients Under the UN Principles for Responsible Investment

Evalueserve, a leading global research and analytics firm, has become a signatory to the UN-supported Principles for Responsible Investment (PRI), emphasizing its dedication to helping clients progress responsible initiatives and build a sustainable future.

ESG

China Sustainability Newsletter – November 2021

The 26th United Nations Climate Change Conference (COP26), held in Glasgow in November 2021, culminated in the Glasgow Climate Pact, which

Data Analytics

4 Ways Computer Vision is Changing the Analytics Game

Computer Vision, a field of AI, enables computers to mimic the way humans see, analyze, and understand the visual world.

Competitive & Market Intelligence

Global Healthcare Industry – M&A and Capital Market Landscape Update

Global Healthcare Market – 2021 It’s been over 16 months since the start of the pandemic, and we are still fighting

Research & Development

Contemporary OFS Landscape: A Point of View

The 2030 vision of the Paris Agreement has forced businesses to focus on reducing their carbon emissions. Oil and gas producers

Company News

Evalueserve Chile Celebrates 15 years

Evalueserve is celebrating its 15th year of operations in Chile. To celebrate this incredible milestone, Evalueserve Chile begins a 15-day celebration