SG Analytics Research and Analysis


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SG Analytics (SGA), an ISO/IEC 27001:2005 certified firm, is a leading research and analytics KPO outsourcing firm which provides a range of services to financial services companies, market research companies and business research firms. Our customized solutions for data management, investment research, equity research, data processing, business research and business analytics can help both large and small organizations to manage their costs and workflow, thus enabling our clients to focus on their core business.

Led by a team of internationally experienced professionals, SGA has emerged as one of leading KPO outsourcing firms (Ranked Top-50 “Best Managed” Outsourcer 2010) out of India thanks to our focus on client commitment, consistent quality and a vibrant internal team culture.

SGA professionals are sourced from some of the leading universities and companies across India, Europe and US with functional expertise in data management, investment research, equity research, data processing, business research and business analytics. Our ability to integrate and work with different cultures is manifested by the fact that our global delivery centre in Pune is home to analysts from different nationalities including German, Swiss, French, Portuguese, Cantonese, Korean amongst many others.

The business impact of our services is felt in the form of better efficiency and cost effectiveness. We call this SGA value and always stand behind a compelling mix of high quality, productivity and fair pricing.

Our clients always receive a personalized service through our highly skilled and focused teams of domain experts and analysts. We would be delighted to welcome you to our business and engage in a conversation as to how SGA could add value, by taking everyday problems and turning these into solutions.

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SG Analytics Research and Analysis

  1. 1. Corporate Profile
  2. 2. SGA as a Preferred Research Vendor SG Analytics is a KPO providing end-to-end customized research to global clients across US, Europe and Middle East. Our 2 delivery centres: Pune (known as ‘Oxford of the East’ and Hyderabad provide the required contingency and business continuity planning (BCP) to our clients. SG Analytics diverse research platform encompassing multiple asset classes provides scalable and cost effective research to our clients Page I 2
  3. 3. What Sets SGA Apart… SGA is unique in the industry for its combined offering of the following three propositions Robust Delivery Model + Cost Leadership + Multi Lingual Capabilities Delivery team with relevant Delivery offices in Pune and Ability to conduct both prior experience in financial Hyderabad, which have lower secondary and primary research services and research in cost of living compared to Delhi, in multiple European and Asian different geographies Mumbai or Bangalore languages, such as French, German, Spanish, Portuguese, Sector specialists and desktop Pune, a university town Arabic, Japanese, Korean, publishers augment research provides abundant supply of Mandarin, and Cantonese done by analysts trained manpower Recognition by Clients Ranked 3rd among “Leading Providers of Knowledge Process Outsourcing Services Globally for Overall Satisfaction” 2010 by Black Book of Outsourcing Ranked as one of the top 50 best managed services companies in the world by DataMonitor (ranked 20th, top 1 percentile amongst 2,751 companies) in 2010 Page I 3
  4. 4. One Stop Shop for All Research and Analysis Services Presence across the entire research and analysis value chain Trading strategies based on qualitative & Ideas quantitative research Asset allocation strategies High-frequency trading & tick data analysis Identifying M&A opportunities Live support on pitches & deals Equity, credit & sector research Analysis Complex financial modeling & forecasting Valuation & investment recommendation Synergy analysis for M&A transactions LBO, DCF & Merger Modeling Quantitative research & advanced statistical modeling Data cleaning and aggregation Research Primary and secondary research News runs Profiles Spreading historical financials Newsletters Information memorandums Page I 4
  5. 5. SGA: Client Segments and Services  Equity Research  Industry Reports  Primary Research (CATI , CAWI and Phone to  Fixed Income Research  Investment Memorandums Web)  Financial Modeling  Pitch Book & Marketing Collaterals  Focus on B2B studies for Qualitative and  Investment Banking  Media Monitors & Newsletters Quantitative Interviews  Private Company Valuations  Company Screening & Profiling  Questionnaire Designing (409A/PPA)  Business Feasibility Studies  Survey Programming  ESOP Valuation  Private Equity Fund Valuations  Deliverables in SPSS and/or Excel formats  Live Barging & Online Reporting Tools  Data Services and List Management Client Segments Client Segments Hedge Funds, Private Equity Firms, Buy-Side Market Research Firms, Consulting Firms, Large Firms, Sell-Side Firms, Investment Banks, Large Corporations Corporations, Pension Funds Research & Analytics  Editorial Support Services  Data Aggregation, Cleansing and  Desktop Publishing and Typesetting Segmentation  Layout Designing  Big Data Analytics, Profiling & MIS  Multilingual Desktop Publishing Reporting  Sales and Marketing Flyers  Tick Data Management & Analytics  Factsheets  High Frequency Strategy Analytics  Consultant Database Updates  Trading Algorithm Development and Maintenance  Financial Markets Analytics Client Segments Client Segments Buy-Side Firms, Sell-Side Firms, Strategic Large Corporations, Asset Management Firms, Advisory Firms, Asset Management Firms, PR Insurance Companies, Commercial Banks, Firms, Private Equity Firms, Investment Banks Mortgage Banks, Hedge Funds Page I 5
  6. 6. SGA Talent Development: Multi Dimensional ApproachDimensions Key AttributesOwnership & Responsibility Ownership, Accountability, Self-management, Decision-making and Adapting to ChangeTechnical Skills Domain Expertise and Application of KnowledgeWork management Scope of Work, Process Planning and Meeting DeadlinesClient & People Management Client Communication and Management, People Communication and Management and Right Protocol (e-mail and verbal) Technical Skills Focuses on the tools and techniques for work execution Responsibility Focuses on attitude Work Management Focuses on project planning, monitoring and review Client & People Management Focuses on interpersonal and social skills Page I 6
  7. 7. Our Presence: Multiple GeographiesASIA EUROPE UNITED STATESDelivery Centre Delivery Centre Limmatquai 80 90-92 St.John Street, 48 Wall Street,A-3, 6th floor, E-space IT Park, Office No. 401, 8001 Zurich, London, EC1M 4EH, 11th Floor,Nagar Road, Near Inorbit Mall, 4th Floor,Shangrila Plaza, Switzerland. United Kingdom. New York,Pune- 411014, Road No. 2, N.Y. 10005.Maharashtra, India. Banjara Hills, Hyderabad – 500 033, Andhra Pradesh, India. Page I 7
  8. 8. Actively Involved Leadership: With Ownership in the FirmSGA is a management-owned company, which gives it financial and operational stability with a vision for the future DescriptionSushant Gupta Sushant has worked with companies such as Siemens, SchlumbergerFounder & CEO and Monitor in India, UK, Norway and Middle East. Since 1999, he has developed a successful track record as an entrepreneur in UK and IndiaB Tech IIT Delhi, INSEAD MBA in the Information and IT sector. His diverse industry experience gives him the expertise to lead the growth of SG Analytics. Sushant is also an investor in Aavishkaar a pioneering rural venture capital group and board member of Sampark, an NGO focused in helping poor women. DescriptionAhmed Hakki Ahmed leads Business Development at SG Analytics. Ahmed has moreVice President, Business Development than 16 years of experience in global Investment Banks like Nomura Securities, Societe Generale and UBS covering Equity Sales, AssetMasters Law, University of Zürich, INSEAD MBA Management and Private Banking. His strong domain knowledge of the financial services industry and relationship management skills are extremely useful in developing new client relationships and providing existing clients an empathetic interface. DescriptionMahesh Joshi, CFA Mahesh leads multiple research projects in both Equity and Credit Research at SG Analytics. Mahesh has experience of more than 15Vice President, Research years and has lived and worked in India and the US. He has worked inBE, VJTI, JBIMS MBA, CFA 2006 multiple roles as a Buy Side Analyst & Fund manager with UTI Mutual Fund, Sell side equity analyst with HDFC Securities, Credit Analyst with CARE Ratings and Head of Research supporting a UK based Independent Research Provider. Page I 8
  9. 9. Workflow Model Built on Robust Quality Process and Communication SGA’s workflow model facilitates smooth delivery and high quality output Client Project Client Project Client receipt Communication Delivery Communication Storage of Execution with reusable Delivery in Confirmation of Requirement and Efficient and regular iterative Learning information appropriate client satisfaction objective capture appropriate staffing checks and strict absorption research in the format and form or action on quality control internal knowledge client feedback processes management system Client Account Manager & AVP Delivery Team & PM SGA Quality Control QC* QC 1 2 3 Completeness Client eye and Self QC and Accuracy sanity check check Sr. Analyst/ Project AVP Analyst Manager *includes editorial check in case of word/PPT doc Page I 9
  10. 10. Highly Qualified and Experienced Delivery Team VP’s  More than 15 years of international experience working in Europe, US, India or Middle East  Direct experience of Equity & Credit Research, Asset Management, Investment Banking, Commercial Banking, Structured Finance, Private Banking or Consulting  Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc. Associate VP’s  More than 10 years of international experience working in Europe, US, India or Middle East  Direct experience of Research and Analysis covering different Markets & Asset Classes  Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc. Senior Analysts  5 plus years of working experience in the Financial Services Industry  Direct experience of Research and 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 Analysts  3-5 years experience in Research & Analysis  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 Page I 10
  11. 11. SGA Emphasis on Information Security and Data Confidentiality Firm  SG Analytics is ISO/IEC 27001:2005 certified for its information security management systems  SG Analytics understands the sensitive nature of financial data and has established controls and processes within the firm to protect and secure the interests of its clients. Checks and Controls  Confidentiality - Each employee has to sign a confidentiality agreement with SGA  Non compete - Each employee has to sign a non compete agreement with SGA for a duration of 3-6 months depending on the seniority of the person  Client specific - Clients can also request key personnel working on their projects to sign a separate confidentiality and a non compete agreement  Physical access - Secured access areas  Logical access - Password protected work stations, restricted access to server work areas  Internet - Firewall protected and regular internet usage monitoring  Email – SGA employees have restricted access to emails. No personal emails can be accessed within the business facility. Audits  Conducted by BSI and by clients Page I 11
  12. 12. Key Contacts Ahmed Hakki, Vice President +41 79 576 15 86 Simran Wadhwa, Senior Manager +91 985 0248 555Disclaimer: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 SGAnalytics’ databases. For detailed sourcing information contact SG Analytics. Page I 12