Investment research outsourcing

TopAssociate provides comprehensive analysis across fundamental, economic and quantitative research to both buy-side and sell-side investment firms, helping them increase their research output and evaluate new investment ideas across markets

Our support ranges from basic assignments such as indicators watch and tracking, to more complex assignments such as customized research reports, complex financial modelling, valuations and forecasting

Our services include:

  • Investment, equity and financial research to both sell-side and buy-side clients: sector and thematic research; company analysis; quantitative analytics; screening and tracking;
  • Credit & fixed income research to both sell-side and buy-side clients: sector and economic research; corporate credit research and modelling; screening and tracking; investment analysis;
  • Quantitative and economic research: a broad range of qualitative and quantitative economic research assignments to cover developed and emerging countries and related investments in various types of securities

The following is a sample of what we do for Outsourced Equity Research:

– Issuers screening and selection

– Issuer business description and initial detailed overview

– SWOT analysis (Strengths / Weaknesses / Opportunities / Threats)

– Deep-dive business due diligence

– Granular financial models set up from scratch and updates

– Valuations

– Preparation of Q&A with management

– Internal memos preparation (earnings results, calls with management)

– Money managers workflow support (managing calendars, conference calls, news flow, memos)

– Analytics designed to support specific investment strategies and philosophies (Graham style Value, Growth, Macro)

– Elaboration of investment thesis presentation

– Analysis of “What Could Go Wrong”

– Check-list based due diligence