In a broader sense, investment research services refer to a bundle of varied services required by corporate entities and financial bodies. The requirement could span across equity research, financial research, economic research and even analytical supports across markets, clients and asset classes.
The analytical reports provided through such research initiatives can be relied upon to make sound business decisions which assist in revenue generation, client management and other decision making initiatives at the corporate level.
Before making an investment decision, a research initiative of this scale provides key insights into existing marketing conditions, customer segment and scope of investment. It is best to entrust this exercise to a research firm that is capable of collating, handling and analyze data to offer useful insights into the same.
Depending upon the requirement, a research firm can offer varied reports ranging from financial modeling, equity/credit research, news updates and market summary, creation of database and its management that could prove valuable to the clients.
The critical findings of this report make it essential to hire a firm that has gained considerable expertise in equities, asset classes, fixed income and credit analysis. It has conducted research analysis for multiple client segments and categories across the globe covering minor and well as major economies. The agency should have in place defined processes which help in deriving quality results through their research.
When the research entails investing in an existing business opportunity, both the parties – buy-side as well as the sell-side firms can seek out avenues to work out the core management and operation hurdles for turn-around situations through their findings.
These avenues are devised through cost and time effective measures to ensure the productivity levels are not hampered with. The entire process of working towards the research, collating data and its analysis is done by the expert research team leaving the clients to deal with their important business priorities and product design.
Similarly, when conducting investment research from fixed income and credit research perspective, the research team undertakes to assist the clients in generation and feasibility of ideas along with research and client support along with risk management and time-zone factor throughout the lifecycle of the project.
With reference to research requirements of the asset manager or hedge funds, the emphasis is laid on funds which have their basis on multi strategic, macros strategic and those offered in emerging markets. The objectives of these reports mainly relate to investment based decision making, audit studies and for maintaining coverage universe.
A thorough review of couple of research firms, their service offerings, customer testimonials and of course their reports need to be undertaken before finalizing their services. Hence, hiring a research firm to undertake reports of this stature must be extremely competent and professional.
There can absolutely no leeway considered on account of lapses of any king on their behalf. Also, the feasibility of the research agency to offering services across the globe has to be considered. Keeping in mind these parameters and perquisites, a research agency has to be hired.