Worldwide, banks and financial services providers are under pressure to rationalize margins and tap newer markets. They also face challenges associated with achieving speedier time-to-market and increasing frequency of product innovation in an environment where talent retention is critical. Consequently, companies seek solutions that can cut cost-to-income ratios as well as enable them to focus on core activities by outsourcing market research, analytics and investment research.

At ValueNotes, we help banks, credit rating agencies, mortgage houses, investment banks, brokerage houses, asset/fund management companies, wealth management firms and insurance companies address their evolving research needs. Apart from sector agnostic research, we also provide niche financial sector services, which include:

• Studies around emerging concepts (e.g. Shariah / Islamic finance, socially responsible investing, liability driven investing, etc)
• Asset valuation, financial modelling, financial analysis, technical analysis, earnings projections
• Equity research / investment research / investment appraisals (for both sell-side and buy-side)
• Ongoing research support engagements
• Publications on outsourcing in insurance and financial services

We have executed more than 50 one-off and more than 80 projects under continuing engagements in financial services. Some key projects include: