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.
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
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
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
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, 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.
Talk to one of our experts
Get in touch today to ﬁnd out about how Evalueserve can help you improve your processes, making you better, faster and more efﬁcient.