Analytical Services for Institutional Investors
Our research services address different aspects of investment analysis, each designed to provide thorough examination and practical insight that supports your decision-making process.
Return HomeTailored Research Support
Each analytical service addresses specific research needs within institutional investment processes. Whether examining ESG factors, evaluating fixed income securities, or supporting transaction analysis, our methodology provides comprehensive perspective that complements your internal capabilities.
ESG Integration Analysis
Comprehensive assessment of environmental, social, and governance factors within your investment analysis framework, helping you understand ESG risks and opportunities for specific companies or portfolios.
ESG disclosure quality assessment and materiality analysis
Peer comparison and relative positioning evaluation
Integration recommendations for investment processes
Comprehensive reporting suitable for asset managers
Per comprehensive ESG integration analysis
Fixed Income Research
Detailed analysis of fixed income securities including corporate bonds, government securities, and structured products, providing yield analysis, duration assessment, and credit perspective for bond selection decisions.
Comprehensive credit fundamental analysis and assessment
Yield analysis and duration characteristics evaluation
Covenant structure review and protection assessment
Available as single reports or ongoing research relationships
Per individual fixed income research report
Transaction Support Services
Analytical support for buy-side and sell-side participants in corporate transactions, providing financial analysis, valuation support, and documentation assistance customized to transaction type and participant needs.
Due diligence support and financial analysis
Valuation perspective and management presentation analysis
Documentation assistance throughout deal processes
Engagement terms structured around transaction timelines
Per transaction support engagement (scope varies by transaction)
Choosing the Right Research Service
Each analytical service addresses different research needs. Understanding the focus of each offering helps identify which service aligns with your current analytical requirements.
| Service | Primary Focus | Typical Timeline | Best For |
|---|---|---|---|
| ESG Integration Analysis | Environmental, social, and governance factors assessment | 2-3 weeks | Asset managers integrating ESG considerations |
| Fixed Income Research | Credit analysis and bond evaluation | 1-2 weeks | Fixed income portfolio managers and institutional investors |
| Transaction Support | Deal-related financial analysis and due diligence | 3-5 months | Transaction participants needing analytical support |
Complementary Research Capabilities
Many organizations utilize multiple research services as their analytical needs develop. Services can work together to provide comprehensive perspective across different aspects of investment analysis.
Integrated ESG and Credit Analysis
Organizations examining fixed income opportunities increasingly consider ESG factors alongside traditional credit analysis. Combining our fixed income research with ESG integration analysis provides comprehensive perspective on bond investments.
Example: Corporate bond evaluation that includes both credit fundamentals and material ESG factor assessment
Transaction Due Diligence with ESG Assessment
Private equity and strategic acquirers often require ESG assessment alongside traditional financial due diligence. Combining transaction support services with ESG analysis addresses both financial and sustainability considerations.
Example: Acquisition due diligence that incorporates ESG risk identification and management approach evaluation
Multi-Security Research Programs
Organizations evaluating multiple securities benefit from consistent analytical approach across opportunities. Ongoing research relationships enable efficient coverage of different investment candidates within similar frameworks.
Example: Quarterly fixed income research covering multiple issuers within a target sector or rating category
Portfolio-Level ESG Review
Asset managers seeking to understand ESG characteristics across portfolios can apply ESG integration analysis to multiple holdings. This comprehensive approach reveals portfolio-level ESG positioning and potential areas for improvement.
Example: ESG assessment of top 10 holdings to understand overall portfolio ESG profile and identify outliers
Getting Started
Beginning a research engagement involves straightforward steps designed to ensure analytical work addresses your specific needs and integrates effectively with your processes.
Initial Consultation
We begin with a conversation about your analytical needs, current investment focus, and specific questions requiring research support. This discussion helps determine which service aligns with your requirements and how to structure the engagement.
Scope and Timeline Agreement
We clarify research scope, deliverable format, timeline expectations, and any specific analytical focus areas. This phase establishes mutual understanding and ensures the engagement parameters align with your decision process needs.
Research Execution
Our analytical team conducts the research following established methodology while maintaining communication regarding progress. You receive updates as work proceeds and can request interim discussions if questions arise affecting the research direction.
Delivery and Discussion
Research reports are delivered with comprehensive documentation and supporting materials. We typically schedule a presentation discussion to review findings, address questions, and ensure the analytical work serves its intended purpose within your decision framework.
Ongoing Support
Following delivery, we remain available for follow-up questions and can provide updates if significant new developments affect the analysis. Many organizations develop ongoing research relationships as their needs evolve over time.
Discuss Your Research Needs
We'd be happy to explore which analytical services might support your investment process. Contact us to begin a conversation about your specific requirements.
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