Asset Manager 2018-04-01T16:23:02+00:00

ABI ANALYTICS

ASSET MANAGER RESEARCH SUPPORT

Fundamental Deep-Dive Research & Analytics Support Across Asset Classes And Markets; Investment Decision Making Made Simpler

ASSET MANAGERS & HEDGE FUNDS RESEARCH SUPPORT: TRUSTED PARTNER FOR RESEARCH OUTSOURCING

Leveraging Our Multi-Disciplinary Research & Analytics Professionals With Deep Experience & Expertise Across Asset Classes, Sectors And Markets For Evaluating Investment Opportunities While Optimizing Research Budget 

ABI’s RESEARCH SUPPORT SERVICES FOR ASSET MANAGERS / HEDGE FUNDS / PENSION FUNDS

ABI’s provides high-end research support services to global buy-side clients – hedge funds, asset managers and pension funds – across their investment cycle across asset classes. This include research and analysis support for from idea generation, deep-dive fundamental analysis, financial modelling, pre-and-post earnings analysis, sector monitoring, portfolio performance tracking etc.  We have helped many asset managers expand their research coverage and optimize research budget by leveraging experience and expertise of our analysts’ pool as well as our flexible engagement models.

At ABI, investment research is all about translating in-depth understanding of sector dynamics and business value drivers into financial analysis and valuation. With years of experience working for leading hedge fund managers and top-ranked onsite analysts, our analysts are perfectly in sync with the job requirements from various types buy side assignments, ABI ensures to bring all these aspects on the assignments it takes on.

Moreover, our expertise in Big Data Analytics is helping multiple asset managers and hedge funds to incorporate data analytics as an important part of their strategies to generate alpha. We help asset managers and hedge fuds managers in their Big Data Analytics adoption – from defining the data framework to storing, processing and analyzing data using machine learning and artificial intelligence algorithms. All these are then used to design generation of trading signals and then refine it with back-testing and risk analyses.

Leveraging our flexible engagement models, our clients engages us as an extension of their internal team – either through dedicated analyst(s) exclusively working for the client or by engaging analysts(s) on project-by-project basis.

OUR SERVICES PORTFOLIO – BUY SIDE RESEARCH

EQUITY RESEARCH

Fundamental Deep-Dive Analysis

Financial Modelling & Valuation

Earnings & Significant Events Analysis

Thematic Investment Note

Market & New Monitoring

Macroeconomic Trends Analysis

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CREDIT & FIXED INCOME

Investment /High Yield /Distressed Debt

Credit & Cash Flow Modelling

Research Notes

Credit Analysis & Tear Sheets

Databases

News Monitoring

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QUANTITATIVE RESEARCH

Investment Screening Database & Tool

Asset Allocation Model

Investment Strategies & Back-testing

Portfolio Creation

Index & ETF Research

Forex & Rates Research

Quantitative Risk Evaluation

MARKET MONITORING

Brokers’ Summary Note

Newsletters

Market/Sector Monitoring

Commodity / Currency Markets Monitoring

PORTFOLIO ANALYTICS

Portfolio Performance Analytics

Portfolio Attribution Analytics

Bench-marking & Back-testing

Portfolio Risk Analytics

SALES & MARKETING SUPPORT

Funds Pitch Books

RFP/RFI Support

Investors Communication

White Papers & Themes

ESG RESEARCH & ANALYTICS

ESG Data Aggregation & Analysis

ESG Screeners for Shortlisting Investment

Thematic Research Analysis

Changes in ESG Parameters – Impact Analysis

ESG Risk Monitoring of Companies

ESG Analytics

BIG DATA ANALYTICS SOLUTION

Master Data Strategy & Design

BI & Decision Support

Store, Structure & Pre-Process Data

Data Analytics – Machine Learning

Trading Signals Design & Back-test Strategies

Risk & Compliance Analytics

WHY ABI ANALYTICS FOR EQUITY RESEARCH

DEEP EXPERIENCE…

3,000+ analysis and valuation models across diverse asset classes, industry sectors and markets – that our analysts have covered in their professional assignments   

Traditional Sectors: Real Estate I Infrastructure I Utilities | Manufacturing | Energy | Food & Consumer Products I Agribusiness | Banking & Financial Services I Insurance | Metals & Mining | Media & Entertainment | Healthcare | Telecommunication

New Age Sectors: Technology | Semiconductor | Software | Biotech | Alternate Energy I Software I Artificial Intelligence I E-Commerce & Internet-Enabled Businesses

Region: 40+ countries across North America, Europe, Asia-Pacific, the Middle East, Africa, the Indian Sub-Continent

Research: 1,000+ Financial Model I 700+ Equity Notes I 20+ Markets Tracked Regularly I 700+ Credit Models I 300+ Credit Notes I 300+ Securities Tracked Regularly I 20+ Asset Allocation Models

PROFESSIONAL EXPERTISE…

200+ years of combined equity, credit and other asset classes research experience with deep-dive fundamental analysis, report writing, thematic research along with expertise on multiple valuation techniques;  

Team: 30 professionals with top 5-principals each having more than 10 years of buy side research experience

Qualification: MBA Finance I CFA I CPA

Experience: Asset Management Firms I Investment Bank I Private Equity I Project Finance I Corporate Strategy I Business Consulting

COMPLEMENTARY CAPABILITIES…

Our ability to leverage experienced professionals from various domain to quickly understand sector/geography specific nuances is an added advantage

Big Data Analytics: Leverage data analytics and business intelligence solutions based on “Data-To-Decision” framework supported by Big Data solutions to derive actionable business insights

Sector Experts: 30+ sector experts with 10+ years of average domain experience

Technology Experts: 10+ technology intellectual property experts to help understand nuances of technology and their commercialization potential

Market Research: Internal Knowledge Base of 100+ market research to quickly understand business value drivers

Database: Internal Database on “guideline public companies” across geographies and growth curve, with their operational and valuation multiples

ENGAGEMENT EXAMPLES & KNOWLEDGE LIBRARY

CASE STUDY 1

ABI HELPED HEDGE FUND TO RAMP UP RESEARCH COVERAGE IN ASIA-PACIFIC

THE CLIENT

A new hedge fund with mandate to invest in the Asia-Pacific markets wanted to ramp up its research coverage quickly and in cost effective manner

SCOPE OF WORK

The client needed a ready to deploy team with deep expertise in investment research in the Asia-Pacific region; the client was also looking for local language research support

The specific scope of the work included:

  • Building initial stock screener based on operational, financial and valuation indicators of shortlist research coverage universe of 200 stocks
  • Quantitative and Qualitative screening of 200+ stocks to shortlist 60 stocks for investment consideration
  • Deep-dive financial models and valuation on 60+ stocks to begin with and then regular maintenance of these models
  • Regular research support, coverage maintenance and pre-&-post earnings analysis on coverage universe companies
  • Thematic research notes and white papers / investment play books for distribution among fund investors

ABI SOLUTION

  • ABI deployed an experienced team of 5 analysts, each with robust experience in buy side equity research
  • INVESTMENT SCREENING
    • ABI team developed an investment screening model with an array of powerful functionalities and features. The tool was easy to use, and fund managers were able to compare 1,000+ stocks on cross sectional basis at a single click
    • The screening tool was fully scalable in terms of addition of new stocks and parameters. An advance dashboard and charting functionalities helps visual depiction of the trends
    • For deep-dive screening of 200 stocks – ABI developed a scoring framework across operational, financial and valuation parameters and country specific market attractiveness. This helped a better comparable analysis
  • DEEP-DIVE RESEARCH
    • ABI analysts created in-depth financial models on each of the 60 qualified stocks based on business drivers. The team valued the stocks using multiple techniques like discounted cash flows, relative valuation and sector specific valuation techniques
    • The team prepared stock recommendation notes – detailing investment positives and risks, valuation case (Bull, Bear & Base) – for the consideration of investment committee
  • COVERAGE MAINTENANCE
    • The team continuously monitored the market movements and macro/sector/company specific news flow
    • The team updated models and recommendation notes for earnings and any significant corporate development
  • ADDITIONAL RESEARCH
    • The team prepared many country specific investment themes reports and white papers
    • The team also supported the Client with the preparation of monthly and quarterly performance reports for investors

ENGAGEMENT BENEFITS

  • Time-efficient as experienced analysts work on the assignment and client could quickly ramp up the coverage without adding extra capacity at its end.
  • Continuous communication and discussion on interim deliverable meant that the entire team was aligned with the same objective as that of client
  • Focus on data-security and well-defined access structure keeps the data and information security as the same level as is found in the internal team