Global Markets Research

Partnering with clients to reimagine the research lifecycle in the post-MiFID II era

Unbundling of research causing firms to rethink operating models

MiFiD II is driving significant changes in the commercial model for the research industry. Both sell-side and buy-side research teams have an increased focus on producing and consuming differentiated research. Alternative data sets are being combined with advanced analytics techniques to generate actionable insights.

How does the traditional research function differentiate its strategy and research products, while optimizing overall research spend? How do you scale up your proprietary datasets and use them to generate meaningful insights, ultimately monetizing your data assets?

Transforming research processes to optimize costs and monetize data
Digitization and automation of traditional research processes

Use our interactive, automated research tools for enhanced visualization and distribution processes

Monetize research and data assets

Partnering with clients in building an Innovation Hub for differentiated research and bundling of data assets to unlock a new revenue stream

Cost optimization

Our technology and service design skills will streamline your research process and control costs

Your partner in fundamental research
Longstanding, stable partnerships

We have over 18 years’ experience with Top 15 global banks, supporting clients around the world

Largest research partner

We have over 600 fundamental research analysts, covering more than 30 sectors and providing support in 25+ languages; plus 100+ technology specialists and a proprietary library of 3,000+ micro-automations

Multidisciplinary teams

Our research analysts are supported by data scientists providing custom algorithms and cognitive technologies, while our DevOps and app developers can create custom automations, reporting and visualizations

Comprehensive, accredited in-house training

All our analysts undertake a mandatory eight-week in-house training program certified by the CFA Institute

Comprehensive mind+machine™ solutions
Core research
Data solutions
Publishing and distribution
Research support solutions
Digital platforms

With our toolkit of micro-automations and contextual productivity suites for investment research teams, we build significant efficiencies in the traditional research process.

 

  • Financial modeling
  • Thematic research
  • Database management
  • Economics/equity strategy
  • Credit research

With our proven skill in data mining and analytics, we will help you unlock new insights from your data assets.

 

  • Advanced analytics
  • Alternate data
  • Market research/channel checks
  • Data management and reporting
  • Visualization

We provide end-to-end support across digital publishing value chain; leveraging our domain expertise coupled with in-house technology solutions.

 

  • Design and editorial
  • Publishing support
  • Entitlement and distribution

With our technology, service design skills and analytics capabilities, we will help you in optimizing research management activities.

 

  • Corporate access
  • COO support
  • Research marketing
  • CRM analytics and reporting

Researchstream

Researchstream is a modern, easy-to-use workflow solution that helps investment banking teams streamline the research request process and improve knowledge management.

Researchstream makes research requests more efficient, consistent and flexible, supporting your research process right through from request submission to report delivery – and beyond.

Video · Case Study

 

Spreadsmart

Spreadsmart, our automated financial spreading tool, provides fast and accurate financial data for credit assessment, giving you an unprecedented level of efficiency, quality and risk control.

Our patented software combines OCR and financial data-mapping technologies to achieve 70% efficiency.

Automated data extraction ensures high accuracy and quality, while audit trails and covenant monitoring help you keep control of risk.

Brochure · Case study · Demo

Core research

With our toolkit of micro-automations and contextual productivity suites for investment research teams, we build significant efficiencies in the traditional research process.

 

  • Financial modeling
  • Thematic research
  • Database management
  • Economics/equity strategy
  • Credit research
Data solutions

With our proven skill in data mining and analytics, we will help you unlock new insights from your data assets.

 

  • Advanced analytics
  • Alternate data
  • Market research/channel checks
  • Data management and reporting
  • Visualization
Publishing and distribution

We provide end-to-end support across digital publishing value chain; leveraging our domain expertise coupled with in-house technology solutions.

 

  • Design and editorial
  • Publishing support
  • Entitlement and distribution
Research support solutions

With our technology, service design skills and analytics capabilities, we will help you in optimizing research management activities.

 

  • Corporate access
  • COO support
  • Research marketing
  • CRM analytics and reporting
Digital platforms

Researchstream

Researchstream is a modern, easy-to-use workflow solution that helps investment banking teams streamline the research request process and improve knowledge management.

Researchstream makes research requests more efficient, consistent and flexible, supporting your research process right through from request submission to report delivery – and beyond.

Video · Case Study

 

Spreadsmart

Spreadsmart, our automated financial spreading tool, provides fast and accurate financial data for credit assessment, giving you an unprecedented level of efficiency, quality and risk control.

Our patented software combines OCR and financial data-mapping technologies to achieve 70% efficiency.

Automated data extraction ensures high accuracy and quality, while audit trails and covenant monitoring help you keep control of risk.

Brochure · Case study · Demo

Read more about mind+machine™ for global markets research
Blog post
Factor indices – still too sophisticated for LatAm?
Blog post
What are the critical pillars of success for your research teams?
Blog post
Brexit: Navigating through the uncertain climate
white paper
Demystifying MiFID II – The Future of Sell-Side and Buy-Side Research
Blog post
The winning formula for sell-side research teams
industry insight
Automation in Sell-side Research: the Chance to Lead in a Changing Market?
industry insight
A Dynamic Approach to Publishing
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