Overview
Rethinking Operating Models in the Digital Era
With democratized access to data, emerging and new regulations, shift towards passive products and budgets under pressure, asset managers continue to rationalize their research spending, whereas research providers focus on producing differentiated research to stand out in a sea of sameness.
With an experience of 18+ years, our Investment Research Solutions are backed by deep domain expertise spanning across traditional fundamental research to new age data analytics and ESG. Continuous technology and process improvements make us a partner of choice for our Clients. While we provide actionable insights to make informed decisions, Clients leverage our micro automations, contextual automation platforms, and flexible engagement model to free up their time to focus on value-adding activities.
Reduce costs by up to 60% by utilizing our highly trained offshore financial research resources. Improve operating efficiency by up to 70% by utilizing our purpose-built micro-automation tools to allow your investment teams to focus on higher value-added, mission critical tasks. Gain additional investment insights by partnering with our data analytics team.
How does the traditional research function differentiate its strategy and research products, while optimizing processes? How do you scale up your proprietary datasets and use them to generate meaningful insights, ultimately monetizing your data assets?
Enhance visualization and distribution processes using our interactive, automated research tools.
Differentiate research and bundling of data assets to unlock a new revenue stream by partnering with Evalueserve to build an Innovation Hub.
Streamline your research processes to save analysis time for high-value work with our technology and service design skills
Our Advantage
Delivering Results in Some Cases
Our Capabilities
Transforming Research Processes to Increase Efficiency and Monetize Data
Core Research
Build efficiencies in the research process by using micro-automations and contextual productivity suites for projects such as financial modeling, thematic research, database management, economics/equity strategy, and credit research.
Data Solutions
Unlock new insights from your data assets with advanced analytics, alternate data, market research/channel checks, data management and reporting, and visualization.
Publishing & Distribution
Leverage our domain expertise with end-to-end support across the digital publishing value chain and in-house technology to assist your teams with design and editorial, publishing, and entitlement and distribution.
Research Support
Optimize research management activities such as corporate access, COO support, research marketing, and CRM analytics and reporting.
Reference Case
Boost Productivity and Time to Market with Automated Model Update
Our client is a global bulge bracket investment bank and we support their equity research teams across multiple geographies. With increased pressure to reduce time to market, equity research teams get stretched to update their financial models quickly, especially during peak earnings season, when multiple companies report on the same day. Analyst teams needed a solution to update their models faster – but without compromising on data accuracy.
Related Resources
Optimize your outcomes.
Using hybrid staffing to optimize costs and boost efficiency
Our client’s existing offshore strategy was based on a dedicated one-toone support model, with very few analysts having access to offshore teams.
Dynamic Marketing Handouts: Interactive content replacing static PDFs and PPTs
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.
Economic Insights: The Impact of Covid-19
As Covid-19 continues to spread, the burden of disease has been asymmetrically distributed, as countries find themselves at different stages of the pandemic.
IASB Refocuses on Transparency and Improved Presentation of Financial Statements
The International Accounting Standards Board (IASB) published the draft proposal of a new standard – General Presentation and Disclosures in December 2019 – which is expected to replace the existing IAS 1.
Domain experts
Meet the experts you will work with.
We are a partner of choice for our Clients and have over 600+ Investment 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.
Anshul Gupta
Director
12+ Years at Evalueserve
Asmita Jimulia
Associate Director
10+ Years at Evalueserve
Rahul Chhabra
Manager
6+ Years at Evalueserve
Satyam Kumar
Senior Manager
11+ Years at Evalueserve
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