Investment Research

Credit Research Case Study

Client Background: The resources of an automotive credit analyst at the North American branch of a bulge bracket bank were becoming stretched in trying to continuously monitor and appraise its portfolio of covered stocks. As a result, the analyst sought flexible support to help monitor his research universe together with all significant events affecting the overall industry.

Equity Research Case Study

Client Background: An international investment banking and institutional securities firm with over 1,000 employees and 20 offices in six countries wanted to cost effectively expand its company coverage and geographical reach.