Service Offering – Knowledge Intensive Research & Analysis

Applications requiring skills like financial analysis, quantitative modeling, statistical modeling, and econometrics

• Equity research

• Fixed Income research

• Rule based valuation

• Relative value / Multifactor models

• Financial asset pricing

• Portfolio Analysis

• Risk Management Analytics

• Econometrics

• Statistical / Time series analysis

• Other client specific customized applications requiring knowledge intensive skills

Service Offering – Business Analytics

Skills include industry analysis, business strategy, risk analysis

• Detailed country, sector, and company research reports and periodic maintenance of the same

• Industry analysis

• Market research & marketing data analysis

• Project feasibility

• 80 / 20 analysis

• Transaction data analysis

• Vendor evaluation

• Competitor analysis

• Other client specific projects

Service Offering – Structured Information Aggregation

Skills include domain knowledge, and ability to filter, transform and compare data / information

• Extraction of financial information from financial statements & other sources

• Financial document processing

• Tax processing

• Legal document processing & research support

• Domestic / International comparison

• Potential acquisition target screening support

• Company information research

• Competitor search

• Other customized projects

Case Study: Monitoring Mutual Fund Portfolio

A dedicated team of analysts helps a leading financial services company to monitor mutual fund portfolios of non-US based mutual funds. As an on-going assignment this involves:

• setting up the portfolio

• performing quality checks

• maintaining database of funds monitored

It enables the fund manager to:

• track the margin enjoyed by the portfolio

• identify potential contributors to expected loss

• monitor percentage of NAV/AUM changes across monthly monitoring periods

Case Study: Building Consensus Expectation

The client is a global vendor of financial information. Consensus expectation is built on the basis of data / information provided by the client. It involves identifying changes in parameters like EPS, PE, CAGR, cash flow and updating consensus if reason seems justifiable.

By outsourcing this process to EGI the client has been able to take advantage of the time difference between the US & the UK and India, apart from the usual cost savings.

Case Study: Outsourced Company Research

A highly qualified team of analysts helps a leading United States based research provider to prepare company & sector research reports. It enables their senior analysts to concentrate on more value-added work. This is made possible since the senior analysts’ work load is significantly reduced by outsourcing.

A proprietary process was developed to accomplish this task. A format specified by the client is used. It helps the Research Company in generating adequate volume of high quality output by significantly increasing coverage and maintaining time schedules; all obviously at a much lower cost.
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