Asset Management Services
from Research Optimus

Research Optimus (ROP) is a renowned Asset Management Support services provider that offers practical ways to shrink your action list to a more manageable quantity. Asset Management Companies, ETF providers, and Fund Research Companies rely on ROP for outsourcing their research projects.

Our experience as a white-label service provider has led to successful collaborations with research agencies as well as MNCs, SMEs, and startups from across North America, Europe, and Australia.

Located in Bangalore, India, ROP can help asset managers with their comprehensive collection of asset management services and offer timely, high-quality, and cost-effective solutions.

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Our Asset Management
Service Expertise

Here are 22 ways that Research Optimus can lend an expert hand:

  • Cross-Asset Class Reports

    Our team can provide detailed reports about different asset classes, ETFs, asset-backed securities, and structured products.

  • Fixed Income Market Analysis

    Our research team provides an ongoing evaluation of macroeconomic trends, global liquidity, central bank policies, and interest rates.

  • Portfolio Review

    Our approach to reviewing portfolio performance includes correlations, charts, and asset allocation data.

  • Client and Investor Presentations

    We can convey information with the help of clear presentations and help asset managers to introduce products via a high-quality presentation format.

  • Regulatory Compliance

    We make it easier to keep up-to-date with regional, national and global investment regulations impacting investment practices while maintaining transparency.

  • Data Management

    We can organize, structure, cleanse and validate asset management data at all key points while our support team will prepare DPM report updates, update databases, provide due diligence support and produce structured data summaries with vital charts and statistics to facilitate decision-making.

  • Industry Reports

    ROP can prepare specialized reports addressing specific sectors and industries, such as PEST analyses and industry forecasts.

  • Forex Market Analysis

    ROP can provide performance analysis of foreign exchange markets to include important currency pairs.

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  • Financial Modeling

    We can create financial models encompassing debt analysis, long-term and short-term forecasts, multi-asset or stand-alone portfolio valuation, and stock/bond valuation.Read more about our financial modeling.

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  • Regular Market Updates and Factsheets

    ROP can provide updates on a daily/weekly/monthly/quarterly basis (depending on client preferences) to concisely summarize trends, events, developments, and market performance.

  • Reporting Standards

    ROP can provide support regarding legal updates and IFRS compliance in different jurisdictions throughout the global economy.

  • Tax Compliance

    ROP will help ensure that asset managers receive needed guidance about tax regulations such as the U.S. Foreign Account Tax Compliance Act (FACTA) and global tax developments.

  • Company Profiles

    Our company profiles can include capital structure, SWOT analysis, management strategy, past and current financial performance, and new critical developments.

  • Commodities Analysis

    We can analyze the overall commodities market and specific sectors such as precious metals, grains, natural gas, and crude oil.

  • Idea Generation

    We are constantly using data mining and market research to generate new investment opportunities on a global basis that can help asset managers to optimize portfolio returns while minimizing investment risks.

  • Pitchbook Updates

    A formalized and up-to-date pitchbook prepared by our team can help asset managers make the best possible impression to investors by assembling the most relevant information in an easy-to-use format.

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  • Third Party Information Validation

    We provide a practical method of verifying third-party information so that asset managers will be less likely to act upon biased or incorrect data.

  • Equity Market Analysis

    ROP will provide the most pertinent assessment of global equity markets with features including trend analysis and predictions based on both fundamental and technical research as desired.

  • Manager Assessment

    ROP can provide an unbiased evaluation of specialized fund managers based upon both qualitative and quantitative factors.

  • Investment Funds Monitoring

    ROP contributes to asset allocation adjustments by comparing alternative funds according to costs, performance, risk exposure, and investment emphasis.

  • Risk Management Support

    ROP can help asset managers keep on top of managing risk factors by assessing safety/environment risks, credit risks, compliance risks, and Critical Asset Performance Standards (CAPS).

  • Performance Attribution Analysis

    ROP can measure active returns and assess portfolio returns based upon a benchmark portfolio.

The Benefits of Outsourcing
Asset Management Services to ROP

When you choose ROP to help you with asset management support services, here are five of the major benefits and advantages that you can expect to realize:

ROP has an experienced asset management support team already in place- You can have immediate access to industry and financial experts without adding to your staff.

ROP represents "state of the art" when it comes to data mining and management- Managing data more effectively can easily provide an edge in comparison to other asset managers, and ROP has more than a decade of proven experience in the highly specialized field of data management.

ROP uses industry "best practices" and will not sacrifice quality- Effective asset management support requires the highest possible commitment to quality, and you will receive a guarantee of high quality from ROP.

ROP provides a "time zone benefit" (for many clients based upon location) that often allows overnight action when required- Due to their location, the ROP team can often work on a time-sensitive project overnight and deliver needed reports, data, or presentations the next morning.

ROP is a "one-stop shop" for asset management support- Instead of relying on multiple providers, asset managers can centralize support services by choosing ROP as their long-term partner for obtaining legal/regulatory research and unbiased investment reports.

Helping You When You Need It Most

When asset managers need and want help the most, they typically expect to receive timely and high-quality support that is also cost-effective — this is exactly what you should expect when you hire Research Optimus as your offshore research partner.

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