Small Asset Managers should reap the benefits of Investment Research Outsourcing

Research is crucial for asset managers because it helps them stay updated about the trends and developments which can impact the performance of their portfolio, as well as go deeper into trends that they believe can uncover value and investable opportunities. From, tracking sales data, to management changes, new product launches, operating efficiency measures taken by company, and keeping a tab on customer perception to gauge demand outlook; investment research involves several tasks which consume a lot of time and effort if not done efficiently. Thanks to reputable investment research outsourcing companies, even smaller asset managers can take advantage of professional research services to gather the intelligence they need to come up with a more systematic and cost-effective way of operating, deploying, upgrading, disposing, and maintaining assets. Many other benefits can be derived from investment research outsourcing companies:

• Free up time and resources – Small asset managers may not have all the time and resources required to do the grunt work. It’s more prudent to leave their research requirements to a professional investment research outsourcing company and focus more of their time to sourcing and closing deals. Likewise, outsourcing investment research to a capable company will free up more time for managing clients.
• Access to proven experience in investment research – Experienced investment research providers have been working with investment banking clients for at least a decade. That experience makes them capable of delivering high-quality work and results to their clients on time. Likewise, it enables them to come up with versatile engagement models to make sure that small asset managers can have access to high-quality and cost-effective investment research.
• Support for M&A deals – An investment research outsourcing company can accompany you throughout the life cycle of your deal, from origination to the execution. At deal origination, the company can support you by helping you identify and profile target companies and assess sectoral opportunities. With their help, you can identify and screen companies based on pre-defined criteria across geographies and industries. They can assist with valuation support and due-diligence, preparing for investor presentations, capital structure analysis, pitch books, and information memorandum.
• Help with ECM activities – Support is also provided to investment banking clients and small asset managers whenever they need to prepare pitch books or perform the valuation. ECM (Equity Capital Markets) support services cover qualitative research like company, industry, country, and risk analysis. You can get help with quantitative research, which will cover benchmarking, capital structure modeling, IPO valuation, and financial modeling.
• Library services and market intelligence – These services serve as extras of the core support services you can get from investment research outsourcing companies. Market intelligence can give you noise-filtered company and periodic sector updates. It covers the preparation of on-demand research and credential packs for bankers, which may need these for M&A meetings, too.

Pure Research Private Limited (Pure Research) provides customised research and business intelligence to leading corporates, public sector organisations, financial services firms, and professional services firms.