SGA Corporate Deck

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SGA Corporate Deck

  1. 1.
  2. 2. SGA Overview<br /><ul><li>SGA is a global provider of end-to-end customized investment and business research, valuation and consulting services.
  3. 3. Our clients include global financial services companies, large corporate and market research firms across US, Europe and Middle East
  4. 4. Our global delivery centre is based out of Pune, India which is known as a ‘Oxford of East’
  5. 5. SGA is powered by a pool of talented MBAs and CFAs from reputed institutes with experience across sectors and markets</li></ul>Recognition by Clients<br /><ul><li>Rated 2nd on ‘Quality and Cultural fit’ by clients amongst all KPO’s in 2009 by Black Book of Outsourcing
  6. 6. Ranked as top 50 best managed services companies in the world by Data monitor (ranked 20th, top 1 percentile amongst 2751 companies) in 2010</li></li></ul><li>Services Snapshot<br />Research <br />&<br />Analytics<br />
  7. 7. Approach<br />High end onsite interface<br /><ul><li>Experienced professionals interacting with client project owners to rapidly conceptualize solutions
  8. 8. Offshore team primed to absorb large volumes with rapid response</li></ul>Scalable & cost <br />efficient with <br />offshore leverage<br /><ul><li>Substantial financial services industry experience with sensitivity to client needs & corporate culture</li></ul>Domain knowledge <br />& sensitivity to client<br />
  9. 9. Delivery Team Profiles<br /><ul><li>More than 10 years of International working experience in Europe, US, India or Middle East
  10. 10. Functional expertise in Investment Research, Analytics or Marketing
  11. 11. Direct experience of Asset Management, Investment Banking, Commercial Banking, Private Banking or Consulting
  12. 12. Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.</li></ul>Associate VP’s<br /><ul><li>5 plus years of working experience in the Financial Services Industry
  13. 13. Functional expertise in Research & Analysis covering different Markets & Asset Classes
  14. 14. 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</li></ul>Senior Analysts<br />Analysts<br /><ul><li>3-5 years experience in Investment Research & Analysis in the Financial Services Industry
  15. 15. 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</li></li></ul><li>Client Segments<br /><ul><li>Investment & Private Banks
  16. 16. Asset Management Firms
  17. 17. Fund Administration Companies
  18. 18. Corporate Finance & Investor Relation Firms
  19. 19. Private Equity Companies
  20. 20. Market Research Firms</li></li></ul><li>Service Impact For Clients <br />Improved analytics for <br />management decision <br />making<br /><ul><li>Working with unstructured data & deriving key insights
  21. 21. Use of external research
  22. 22. Sector expertise
  23. 23. Multiple language coverage</li></ul>Increased research <br />coverage<br /><ul><li>Increased distribution of marketing information
  24. 24. High quality presentation</li></ul>Higher impact to <br />clients and investors<br />
  25. 25. Key Contacts<br /> Ahmed Hakki, VP Business Development<br />Email: ahakki@sganalytics.com<br /> Tel: +41 44 724 41 92; +41 79 576 15 86<br /> Simran Wadhwa, Senior Manager Business DevelopmentEmail: simran@sganalytics.comTel: +91 985 0248 555<br />SGA Global Delivery Centre<br /> A-3, 6th Floor,E-Space IT Park,Nagar Road,Pune – 411 006, India.<br />. <br />Disclaimer:<br />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.<br />
  26. 26. Appendix<br />
  27. 27. Financial Services – Sell Side<br />Equity & Sector Research<br />Corporate Finance Support<br />Daily Briefings<br />Private Client Profiling<br />Quantitative Analytics<br /><ul><li>Equity research
  28. 28. Valuations
  29. 29. Financial modeling support to the existing resident analyst
  30. 30. Deep sector research
  31. 31. Thematic studies
  32. 32. Investment memorandums & pitch books
  33. 33. IPO fact books
  34. 34. Prepare & publish annual & quarterly reports based on a company’s audited & unaudited balance sheet</li></ul>Regular (daily / weekly) coverage on:<br /><ul><li>Equity markets
  35. 35. FX & FI
  36. 36. Sectors & companies
  37. 37. Special events
  38. 38. Policy & compliance news
  39. 39. Identification & profiling of UHNWI’s based on tracking of wealth generation events
  40. 40. Both detailed & snap shot profiles provided
  41. 41. Tick data management
  42. 42. Quote tick analytics
  43. 43. High frequency strategy analytics</li></li></ul><li>Financial Services – Buy Side<br />Market Intelligence<br />Marketing & Sales Support <br />Investment Research<br />Quantitative Analytics<br />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<br /><ul><li>Fund pitchbooks & fund launch brochures
  44. 44. Analysis of funds vis a vis peers in terms of performance & net flows
  45. 45. Analysis of fund flows across different markets
  46. 46. ROI estimation on different marketing activities
  47. 47. Update & maintenance of latest fund information on global management databases
  48. 48. Respond to RFIs /RFPs /DDQs using pre defined templates & softwares such as Kadient
  49. 49. Updating & publishing fund fact sheets
  50. 50. Equity research
  51. 51. Valuations
  52. 52. Financial modeling support to the existing resident analyst
  53. 53. Deep sector research
  54. 54. Thematic studies
  55. 55. Deal support
  56. 56. Tick data management
  57. 57. Quote tick analytics
  58. 58. High frequency strategy analytics</li></li></ul><li>Financial Services – Commercial Banks<br />Online Customer Analytical Workbench<br />Customer Data Aggregation, Cleansing & Segmentation<br />Channel Usage Analysis<br />Customer & Product<br /> Profitability Analysis<br />Customer Profiling, MIS <br />Reporting & Identification<br />of New Up-sell / Cross-sell Opportunities<br />Build an analytical workbench using customer data from multiple sources to: <br /><ul><li>Test segmentation scenarios
  59. 59. Analyze customer data by segment, line of business, relationship managers & others
  60. 60. Identify business opportunities based on codified business rules
  61. 61. Analyze channel usage trend by customer segment to highlight usage patterns, SLA deviations & service gaps
  62. 62. Benchmark existing channel usage to best-in-class practices & build channel roadmap to close the gap
  63. 63. Identify opportunities to migrate customers to low cost channels
  64. 64. Build profitability models at the product , customer segment or discrete customer level to identify profit drivers
  65. 65. Analyze customer profile & transaction data at the product level using sophisticated multivariate regression models to identify actionable steps to drive higher profitability
  66. 66. Integrate customer data from multiple back-end systems & use sophisticated tools for best data selection
  67. 67. Improve data quality using statistical tools for cleansing & normalisation
  68. 68. Segment customers to align them to business objectives & build multiple segmentation models
  69. 69. Profile customers deeply based on their CRM data, key metrics & asset / liability balances
  70. 70. Build sales dashboard for management which highlight performance & linkage to sales KPI’s
  71. 71. Identify strategic & tactical up-sell / cross-sell opportunities in the existing customer base</li></li></ul><li>Financial Services – Fund Administrators<br />NAV Calculation Support <br />Reconciliations Support<br />Accounting Support<br />Calculations & reporting of:<br /><ul><li> NAV
  72. 72. Dividend accruals
  73. 73. Total expense ratio (TER)
  74. 74. Taxable income by jurisdiction
  75. 75. Security lending income
  76. 76. Book cap stocks</li></ul>Corporate actions & cash reconciliations<br /><ul><li>Daily accounting, recording & maintenance of all investment activities including multi currency accounts
  77. 77. Valuation of the underlying instruments in a PE fund
  78. 78. Valuation of illiquid financial instruments</li></li></ul><li>Financial Services – Financial Information Providers<br />Data Aggregation<br />Database Creation & Updates<br />Editorial Writing<br />Support regular maintenance & update of information products related to financial services industry<br />Creation of specific back end databases to support organized storage of information<br /><ul><li>Snapshot information on companies, sectors or countries
  79. 79. Summarisation of impact of regulatory & compliance related news </li></li></ul><li>Non - Financial Services – Corporates<br />Business Development Support<br />Corporate Strategy<br />Investor Relations<br /><ul><li>Corporate profiles
  80. 80. Industry and market reports
  81. 81. New market entry opportunity analysis
  82. 82. Benchmarking company’s financial performance relative to its peers
  83. 83. Investor analysis, relative valuation analysis, share price and trading volume analysis
  84. 84. Qualitative and descriptive analyst presentations providing company and competitor analysis
  85. 85. Analyst briefing packs
  86. 86. Assisting in preparation of annual and quarterly reports
  87. 87. Customer analytics
  88. 88. New client briefing packs
  89. 89. Pitch books
  90. 90. Request for information / Request for proposal support
  91. 91. Newsletters and updates on industry and peers</li></li></ul><li>Non - Financial Services – Business Consulting<br />Industry & Competition Research & Analysis<br />Company Analysis<br />Information / Data Aggregation<br /><ul><li>Company analysis reports
  92. 92. Financial analysis
  93. 93. Historic and forecast analysis
  94. 94. Operational efficiency
  95. 95. Pricing analysis
  96. 96. Product and client analysis
  97. 97. Scenario analysis
  98. 98. Short and long form company descriptions & analysis
  99. 99. Deep sector research
  100. 100. Comprehensive industry research
  101. 101. Financial and operational sector benchmark analysis
  102. 102. Industry landscape SWOT analysis
  103. 103. Market overviews including key players, trends and technologies, historic and forecast analysis
  104. 104. Competitive positioning and intelligence
  105. 105. Company filings from annual and quarterly reports and company presentations
  106. 106. Market / industry data from public agencies and industry bodies</li></li></ul><li>Non - Financial Services – Market Research<br />Analysis<br />Research <br />Primary research: <br /><ul><li>Online questionnaires
  107. 107. Telephone interviews both scripted & creative
  108. 108. Focus group discussions</li></ul>Secondary research: <br /><ul><li>Sector research
  109. 109. Market intelligence
  110. 110. Media monitors & newsletters</li></ul>Research panels: <br /><ul><li>Consumer & mystery shoppers
  111. 111. Sector & company analysis
  112. 112. Market entry analysis
  113. 113. Customer satisfaction research analysis</li>

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