US-based asset manager (AuM: ~$750 billion)

Key requirement:

• Maintaining lean structure without compromising on talent quality
  

Engagement highlights:

• Scalable FTE-based model
  
• Access to globally distributed team across India, China, Poland, Argentina, and Colombia
  
• Institutional best practices for research as well as project management
  
• Specialized talent sourcing
  

Scope of work

Fixed income, private markets and equity research:

• New issuances/coverage, financial modelling, identifying investment thesis, investment committee reviews, earnings support, local market flavor, field visits, analyst/industry expert interactions, and private debt deal support
  

Quant, macro research and data analytics:

• Portfolio analytics, statistical models, back-testing, NLP for new factors, domain-led tech support for traditional and alt data research, Data engineering, and Data quality
  

Responsible investing:

• ESG scoring frameworks and commentaries; ESG due diligence/controversy assessment, and active engagement with investee companies
  

Impact

Benefits to the client:

• Increased coverage per analyst by 1.75x while maintaining cost efficiencies
  
• Highly integrated into the investment process
• Local market knowledge and language capabilities from China, Poland, and LatAm
• Brought efficiencies through process automation
• Surge coverage for key strategic initiatives such as sustainability and CLO product launch

Questions

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