Knowledge Process Outsourcing India, KPO, KPO India, Credit Research India

Copal works with a variety of asset management firms across investment analysis and investment monitoring. Our global presence and ability to cover a wide range of asset classes including equities, fixed income, alternative investments such as PE, funds and fund of funds, commodities, and real estate makes us an outstanding partner for asset management firms.

Our investment analysis involves conducting methodical, rigorous, and auditable primary and secondary market, industry and company research. Our primary research process entails identifying and establishing direct contacts with industry participants. Copal researchers synthesize and analyze data to generate new ideas for presentation to its clients. Our investment services include equity, debt, commodities, real estate, and structured product research, as well as portfolio monitoring, performance tracking and analysis.

Our personnel are recruited from leading business schools and financial institutions. In addition, we work with several regional expert networks, allowing us to generate proprietary insights for our clients.

Our services have enabled our clients to identify and invest in a broader range of assets and markets more cost efficiently, while our support has allowed them to focus their energies and efforts on new business generation and client interaction.

Equity

Copal has a strong background in equity research data collection, synthesis, and analysis. We offer our equity focused asset management clients a broad range of services.

• Comparable company analysis

• Competitive positioning

• Daily, weekly, monthly or quarterly industry and sector updates

• DCF modeling, including sensitivity analysis

• Earnings forecasts

• Full returns analysis, including IRR/ROE/ROC

• Fund of funds due diligence

• General business development support

• Identification and detailed due diligence for clients and partners

• Interviews with industry / subject experts

• Model building and maintenance

• Topical whitepaper research and writing

Fixed Income

Copal’s extensive experience in credit and fixed income research enables us to offer a range of asset management products and services.

• Capital structure analysis

• Comparable debt analysis

• Competitive positioning

• Covenant and indenture reviews

• Debt multiples monitoring

• General business development support

• Identification and detailed due diligence for clients and partners

• Legal entity review

• Liquidity analysis

• Off-balance sheet exposure

• Pre-payment modeling

Alternatives (private equity, real estate, commodities)

Copal covers a large number of markets enabling us to provide valuable insight to clients investing in illiquid and alternative asset classes. Our services include:

• Commodities analysis

• Competitive positioning

• Fund due diligence

• Fund of funds due diligence

• General business development support

• Identification and detailed due diligence of clients and partners

• Legal analysis of funds

• Market opportunity analysis

• Overview of funds

• Performance record tracking

• Private Equity

• Real Estate

Contact us: asset.management@copalpartners.com

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