sga corporate profile
DESCRIPTION
KPO OutsourcingTRANSCRIPT
Research & Analysis Experts
SGA is a global provider of end-to-end customized investment and business research, valuation and consulting services.
Our clients include global financial services companies, large corporate and market research firms across US, Europe and Middle East
Our global delivery centre is based out of Pune, India which is known as a ‘Oxford of East’
SGA is powered by a pool of talented MBAs and CFAs from reputed institutes with experience across sectors and markets
SGA Overview
Rated 2nd on ‘Quality and Cultural fit’ by clients amongst all KPO’s in 2009 by Black Book of Outsourcing
Ranked as top 50 best managed services companies in the world by Data monitor (ranked 20th, top 1 percentile amongst 2751 companies) in 2010
Recognition by Clients
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Business Research
Initiation of Companies Financial Modeling and Analysis Background Research Idea Generation Coverage Maintenance Tracking and Analyzing News and Events
Investment Research Preparing Company and Sector Reports Market Intelligence Preparing Investment Memorandums Pitch Book and Marketing Collaterals
Market Research Primary and Secondary Research Media Monitors and Newsletter Market Entry Analysis Customer Satisfaction Research Analysis
On - Demand Research Background Research on Companies, Sectors,
and Investment Ideas Gathering Primary and Secondary Data Road Shows Earnings Season Support
Fund Sales and Marketing Fund Factsheets RFP/RFI Completion Due Diligence Questionnaires Survey Responses Consultant Database Updates Sales and Marketing Flyers
Services Snapshot
Research &
Analytics
Analytics Services
Customer Analytics Customer Profiling, MIS Reporting &
Identification of New Up-sell / Cross-sell Opportunities
Customer Data Aggregation, Cleansing and Segmentation
Customer and Product Profitability Analysis
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High end onsite interface
Scalable & cost
efficient with
offshore leverage
Domain knowledge
& sensitivity to client
Experienced professionals interacting with client project owners to rapidly
conceptualize solutions
Offshore team primed to absorb large volumes with rapid response
Substantial financial services industry experience with sensitivity to client needs &
corporate culture
Approach
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More than 10 years of International working experience in Europe, US, India or Middle East
Functional expertise in Investment Research, Analytics or Marketing
Direct experience of Asset Management, Investment Banking, Commercial Banking, Private
Banking or Consulting
Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University
etc.
5 plus years of working experience in the Financial Services Industry
Functional expertise in Research & Analysis covering different Markets & Asset Classes
Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or
India often with engineering degrees from institutes such as IIT
3-5 years experience in Investment Research & Analysis in the Financial Services Industry
Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis
often with engineering degrees from institutes such as IIT
Associate VP’s
Senior Analysts
Analysts
Delivery Team Profiles
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Investment & Private Banks
Asset Management Firms
Fund Administration Companies
Corporate Finance & Investor Relation Firms
Private Equity Companies
Market Research Firms
Client Segments
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Improved analytics for
management decision
making
Increased research
coverage
Higher impact to
clients and investors
Working with unstructured data & deriving key insights
Use of external research
Sector expertise
Multiple language coverage
Increased distribution of marketing information
High quality presentation
Service Impact For Clients
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Disclaimer:No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical, photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’ databases. For detailed sourcing information contact SG Analytics.
Key Contacts
Ahmed Hakki, VP Business DevelopmentEmail: [email protected]: +41 44 724 41 92; +41 79 576 15 86
Simran Wadhwa, Senior Manager Business DevelopmentEmail: [email protected]: +91 985 0248 555
SGA Global Delivery CentreA-3, 6th Floor,E-Space IT Park,Nagar Road,Pune – 411 006, India.
.
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Appendix
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Equity research
Valuations
Financial modeling support to the existing resident analyst
Deep sector research
Thematic studies
Investment memorandums & pitch books
IPO fact books
Prepare & publish annual & quarterly reports based on a company’s audited & unaudited balance sheet
Regular (daily / weekly) coverage on:
Equity markets
FX & FI
Sectors & companies
Special events
Policy & compliance news
Identification & profiling of UHNWI’s based on tracking of wealth generation events
Both detailed & snap shot profiles provided
Equity & Sector Research Corporate Finance Support Daily Briefings Private Client Profiling Quantitative Analytics
Tick data management
Quote tick analytics
High frequency strategy analytics
Financial Services – Sell Side
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Market Intelligence Marketing & Sales Support Investment Research
Weekly global product launch monitor tracking all major investment product launches. Products covered include equity funds (incl. ETF), fixed income funds, balanced funds, hedge funds, private equity funds, real estate funds, commodity funds, mixed asset funds & structured products
Fund pitchbooks & fund launch brochures
Analysis of funds vis a vis peers in terms of performance & net flows
Analysis of fund flows across different markets
ROI estimation on different marketing activities
Update & maintenance of latest fund information on global management databases
Respond to RFIs /RFPs /DDQs using pre defined templates & softwares such as Kadient
Updating & publishing fund fact sheets
Equity research
Valuations
Financial modeling support to the existing resident analyst
Deep sector research
Thematic studies
Deal support
Quantitative Analytics
Tick data management
Quote tick analytics
High frequency strategy analytics
Financial Services – Buy Side
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Online Customer Analytical Workbench
Customer Data Aggregation, Cleansing & Segmentation
Channel Usage Analysis Customer & Product Profitability Analysis
Build an analytical workbench using customer data from multiple sources to:
Test segmentation scenarios
Analyze customer data by segment, line of business, relationship managers & others
Identify business opportunities based on codified business rules
Analyze channel usage trend by customer segment to highlight usage patterns, SLA deviations & service gaps
Benchmark existing channel usage to best-in-class practices & build channel roadmap to close the gap
Identify opportunities to migrate customers to low cost channels
Build profitability models at the product , customer segment or discrete customer level to identify profit drivers
Analyze customer profile & transaction data at the product level using sophisticated multivariate regression models to identify actionable steps to drive higher profitability
Integrate customer data from multiple back-end systems & use sophisticated tools for best data selection
Improve data quality using statistical tools for cleansing & normalisation
Segment customers to align them to business objectives & build multiple segmentation models
Profile customers deeply based on their CRM data, key metrics & asset / liability balances
Build sales dashboard for management which highlight performance & linkage to sales KPI’s
Identify strategic & tactical up-sell / cross-sell opportunities in the existing customer base
Customer Profiling, MIS Reporting & Identificationof New Up-sell / Cross-sell Opportunities
Financial Services – Commercial Banks
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Calculations & reporting of:
NAV
Dividend accruals
Total expense ratio (TER)
Taxable income by jurisdiction
Security lending income
Book cap stocks
Corporate actions & cash reconciliations
NAV Calculation Support Reconciliations Support Accounting Support
Daily accounting, recording & maintenance of all investment activities including multi currency accounts
Valuation of the underlying instruments in a PE fund
Valuation of illiquid financial instruments
Financial Services – Fund Administrators
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Support regular maintenance & update of information products related to financial services industry
Creation of specific back end databases to support organized storage of information
Snapshot information on companies, sectors or countries
Summarisation of impact of regulatory & compliance related news
Data Aggregation Database Creation & Updates
Editorial Writing
Financial Services – Financial Information Providers
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Customer analytics
New client briefing packs
Pitch books
Request for information / Request for proposal support
Newsletters and updates on industry and peers
Corporate profiles
Industry and market reports
New market entry opportunity analysis
Benchmarking company’s financial performance relative to its peers
Investor analysis, relative valuation analysis, share price and trading volume analysis
Qualitative and descriptive analyst presentations providing company and competitor analysis
Analyst briefing packs
Assisting in preparation of annual and quarterly reports
Business Development Support
Corporate Strategy Investor Relations
Non - Financial Services – Corporates
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Deep sector research
Comprehensive industry research
Financial and operational sector benchmark analysis
Industry landscape SWOT analysis
Market overviews including key players, trends and technologies, historic and forecast analysis
Competitive positioning and intelligence
Company analysis reports
Financial analysis
Historic and forecast analysis
Operational efficiency
Pricing analysis
Product and client analysis
Scenario analysis
Short and long form company descriptions & analysis
Company filings from annual and quarterly reports and company presentations
Market / industry data from public agencies and industry bodies
Industry & Competition Research & Analysis
Company Analysis Information / Data Aggregation
Non - Financial Services – Business Consulting
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Primary research: Online questionnaires
Telephone interviews both scripted & creative
Focus group discussions
Secondary research:
Sector research
Market intelligence
Media monitors & newsletters
Research panels:
Consumer & mystery shoppers
Sector & company analysis
Market entry analysis
Customer satisfaction research analysis
Research Analysis
Non - Financial Services – Market Research