Global Markets Research

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

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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

  • Knowledge Management & Transformation

    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.

  • Marketing Analytics & Digital Analytics - Make the best use of resources

    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

    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

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