Help a European Wealth Manager win HNW clients by expanding Coverage to Latin America and Japan
Client: European Wealth Management Firm
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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
Questions
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