Research and analytics (R&A)

Research and Analytics

R&A for Wealth Management

  • Relationship Management (Client investment reviews)
  • Financial planning (Asset construction models)
  • Investment portfolio management (Portfolio management and monitoring models)

R&A for Asset Management

  • Financial Statement Analysis and Spreading
  • Asset Selection Research / Models
  • Model Updates and Commentary based on Earnings Release
  • Financial Modeling (Individual issuers)
  • Credit Analysis (Individual issuers or portfolio)
  • Capital Structure Analysis
  • Liquidity Analysis

R&A for Commercial Banking

  • Financial Statement Analysis & Spreading
  • Loan Profiling including Financial Commentary
  • Risk Limits Establishment based on Historical Transactions and Exposure
  • Capital Structure Analysis
  • Liquidity Analysis
  • Risk Modeling
  • Credit Analysis (Individual issuers or portfolio)

R&A for Investment Banking

  • Sector Research
  • Company Profiles
  • Financial Modeling
  • Comparable Analysis
  • Capital structure Analysis
  • Deal Structure and Pricing
  • Liquidity Analysis
  • Debt Structure Analysis
  • Precedent Transaction Analysis
  • Shareholder Value Analysis
  • M&A Synergy Report / Analysis
  • Library Services
  • Pitch Book
  • Information Memorandum

R&A in Retail Banking

  • Branch / ATM / Mobile / Web Analytics
  • Customer Satisfaction
  • Profitability
  • Channel Attrition
  • Channel Effectiveness
  • Sales force Management
  • New Product Launches
  • Sales Campaign Improvements
  • Customer Segmentation
  • Database Management