Economic & Strategy Case Study

Client Background: A leading US-based independent research group required support in creating a wider range of detailed reports on major global economic themes. The client also wanted to improve its existing product offering and increase the variety of industries and regions covered. In response, Copal Partners established a research team of five analysts to collect and analyze data and produce reports in the client’s bespoke format.

Service Offerings: The Copal team provided extensive assistance in evaluating specific global economic themes and their potential impact on particular regions, industries, companies and asset classes. Services included creating white label quality reports based on extensive secondary and primary data gathering and synthesis. Day-to-day tasks included macroeconomic data tracking and analysis, political event tracking and analysis, survey structuring, and execution and drafting of thematic reports.

Results: Due to the support of the Copal team the client was able to cost effectively increase both the quality and quantity of its research reports, while the research group was able to market to a wider range of institutional investors using its increased data and thematic analysis offering.

Contact us: investment.research@copalpartners.com