Evalueserve's Solutions

We have built a team of researchers and analysts with experience in global markets, across multiple industry sectors. In addition to our team of skilled professionals, we’ve developed a range of tools that streamline research: automated solutions for routine tasks, customizable dashboards to give better access to search results, and databases with streamlined designs and maintenance. Explore our solutions portfolio and see how we can help you be better informed, more efficient and more competitive.

Evalueserve's Solutions

What gives us the Edge?

  • 450+ research associates
  • 15+ clients, including 9 of the top 12 global investment banks
  • Multiple delivery models including FTE, shared pool and output based
  • Proprietary technology tools to improve quality, productivity and time to market
  • Focus on leveraging alternative sources of data
  • Best in class training program approved by CFA Institute for continuing education program
  • Global footprint that allows 24x5 delivery in multiple languages; onsite and near shore support
  • Significant experience of managing large transformational and change management projects

Mind+machine™ in Global Markets Research

In line with our mind+machine strategy, Evalueserve has been investing heavily in technology to build tools and products that can make the research processes better, faster, and more efficient. Our mind+machine approach in research support helps clients drive productivity and effectiveness through a three-pronged technology-enabled approach supported by a dedicated 10 member automation team building solutions across our client portfolio.

  • Process automation through proprietary workflow tool and client governance tool
  • Task automation tools including model updating tool, research report generation tool and newsletter tool
  • Research publishing and interface tool including interactive web-based models


For more information and demos on Evalueserve proprietary research tools, please contact us.

Equity Research

  • Financial Modeling and Valuation
  • Company and Industry Research
  • Channel Checks and Surveys
  • News monitoring
  • Database management

Fixed Income and Credit Research

  • Internal credit rating analysis
  • Capital Structure & Covenant Analysis
  • Quarterly and annual credit review notes
  • Credit surveillance

Economics Research

  • Macroeconomic thematic pieces
  • Country reports
  • Econometric modeling
  • Database support
  • Index construction and maintenance

Publishing support

  • Editorial support
  • Supervisory analyst support
  • Desktop publishing support
  • Translation support
  • Research Distribution support

Research Operations Support

  • Compliance and control support
  • On-boarding & Access Support
  • Corporate access
  • Road show marketing support
  • Research Management Support