Help a European Wealth Manager win HNW clients by expanding Coverage to Latin America and Japan

Client: European Wealth Management Firm

 

Objective

 

To help a European Wealth Manager increase its appeal to HNW investors by expanding its research beyond in-house coverage of Europe and the United States through the addition of Latin America and Japan. 

 

Challenges

 

  • Client's in-house research team had no existing coverage of the new markets
  • The research provider had to be flexible in adapting coverage to align with the client’s house view
  • The output had to comply with in-house marketing standards
  • The project had to be executed within two and a half months
     

CRISIL’s Solution

 

  • Constituted a team of 10 analysts dedicated for the research initiative
  • Adopted a top-down stock selection process based on fundamentals and thematic exposure
  • Suggested investment themes based on structural market changes and investment priorities such as Japan Olympics, robotics and automation, and large-cap bellwethers
  • Applied a three-step top-down approach to arrive at the recommended list of 60 stocks
  • Delivered 60 stock ideas in phases, refreshing the list every half-year and providing monthly compendiums

 

Client Impact

 

  • 15% expansion of coverage
  • Independent coverage at 30% of onshore research costs
  • In-house automation tool for daily updates of stock notes
  • Research enhanced with sector-specific inputs from SMEs
  • Faster time to market for stock ideas - 25% faster than onshore benchmarks
  • 20% increase in client conversations

Request for services

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Questions



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