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.
EQUITY RESEARCH
Fundamental Deep-Dive Analysis
Financial Modelling & Valuation
Earnings & Significant Events Analysis
Thematic Investment Note
Market & New Monitoring
Macroeconomic Trends Analysis
KNOW MORE…
CREDIT & FIXED INCOME
Investment /High Yield /Distressed Debt
Credit & Cash Flow Modelling
Research Notes
Credit Analysis & Tear Sheets
Databases
News Monitoring
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
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
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