Efficient Asset Management Services

We deliver differentiated insights and intelligence to various asset and wealth management teams, enabling them to make quick, informed, and better decisions.

Asset Management Support that we offer

  • DCF
  • Trading & Transaction comps
  • Cash flow modelling
  • LBO models
  • MBO models

We support buy-side clients by providing an independent research-led opinion that helps maximise returns.

We analyse investments via brief or in-depth reports to identify potential value.

We leverage our expertise across sectors to determine market size and future growth potential that serves as a basis for top-down research.

We help monitor your portfolio’s performance to allow timely rebalancing and adjustments.

Unbiased Investment Opinions

As we are independent and are not subject to conflict with other departments, we provide unbiased investment opinions based on our findings.

Our research process looks at a large number of data sources and provides a holistic view of the financial and operating situation of the target.

Using our secondary data sources, we can generate additional investment opinions that can reinforce/challenge an investment thesis.

Follow the Sun Service

Timely market analysis and commentary is crucial. With our team based in various time zones, we can deliver timely investment commentary, ready in your inbox for the start of your business day.

We help you make more informed investment decisions by providing an in depth analysis of potential investments using our proprietary methodology.

With investment banks reducing their research teams, conflict of interests and rising infrastructure costs in major financial centres, working with outsources has to be a genuine consideration.

Successful asset management relies on good information. When buy-side managers’ only source of investment research is from sell-side firms, there are limitations.

Sell-side firms can only cover A small proportion of the market. We can provide a solution to this with our research services. We have worked with many asset management clients to provide them with comprehensive research and investment opinions.

Analysts Are Continually Trained And Assessed

Talented research analysts are not only found in high costs financial centres of the world. There is a lot of talent that needs guidance and training.

We have a stringent recruitment policy, have a team of experienced and highly qualified analysts and our ongoing training ensures that they are all up-to-date with methodology and technology.

Arrange a call with us about a low-risk trial project. Comparing our quality output to your in-house approach will delight you.

Our Latest Insights

Book a Meeting