Research Optimus (ROP) offers a collection of customized financial research services to help organizations of all sizes with effective financial research and analysis that requires a keen sense of timing, advanced expertise, risk management skills and a consistently unbiased perspective.
Research analysts at Research Optimus help financial teams seeking to outsource advanced research needs are often motivated by a desire to reduce costs, save time or improve quality.
Understanding competitors and then staying ahead of the competition is increasingly vital to business success. Research Optimus helps its clients operate more effectively with competitive intelligence and specialized financial research services like investment memorandum consulting.
ROP ensures its clients Keep up with financial regulatory changes can be especially difficult for organizations working in a global environment involving a mixture of developed and emerging economies. With foreign language experts and a globally experienced financial research team, ROP is uniquely qualified to help businesses and government agencies stay up-to-date with new developments impacting financial regulations — including those not routinely available in English.
ROP can also help corporate finance departments manage financial risks by providing risk modeling that exceeds the normal capabilities of many internal finance teams. To obtain further insights about ROP's financial research services, please review the following sections.
Here are the primary financial research services offered by ROP:
Research Optimus provides financial research that analyzes equity markets worldwide as well as for specific markets and industries. We include fundamental and technical stock analysis, evaluate market volatility and trends, and provide IPO support.
ROP prepares fixed income analysis that addresses regional and worldwide factors such as interest rate development and buy/sell recommendations for corporate and government bonds. We offer bond issuance support and evaluate specific credit ratings.
Our expert team can conduct a thorough due diligence process on potential investments. We apply fundamental analysis, valuation, and market research to identify good investments for you.
Research Optimus creates customized rating models and evaluates existing credit ratings from agencies such as Fitch, S&P and Moody's.
Research Optimus issues detailed analysis of cash flow, financial ratios and reports. We examine efficiency of working capital management and identify liquidity bottlenecks.
ROP facilitates fundraising and due diligence with M&A support, private equity and venture capital support. We organize data rooms and prepare information memorandums, pitch books and financial models.
Research Optimus provides customized presentations and reports for specific investment banking departments and decision-makers. We include real-time data analysis, company profiles and trading history.
ROP supports asset managers and portfolio specialists with customized analysis and recommendations such as best stock and bond picks, CAPM analysis, investment idea generation, variance analysis and risk-return analysis.
ROP can help with all aspects of the investment memorandum process. We can provide business plans and compile statistics, macroeconomic indicators and industry analysis for specific uses such as teaser preparation and investor rationale sumaries.
ROP advises in specialized financial areas such as CFO consulting, finance and treasury management, accounting compliance and tax advisory needs.
Identifying investment opportunities and investment strategies. Scan news, market reports, financial statements and reports to suggest best recommendations. Also attend industry conferences to help gauge the investor mood to gather best insights.
Evaluate companies for future earnings and provide consistent research report. Recommend investment criteria, suggest buy, sell or hold option, build models to project financial results. Also communicate with competitors, customers, suppliers, and industry people.
ROP prepares DCF/LBO models, synergy analysis, tax valuations, WACC calculations, financial forecasts, sensitivity and scenario analysis, real estate modeling, financial valuations and capital structure analysis to support all valuation requirements.
ROP can create customized quarterly and annual reports that include financial statements, text content and supporting graphs. These can also be formatted as executive summaries for specific investor audiences.
Research Optimus provides PowerPoint presentations for clients, investors and lenders. Specialized formats include investment teasers, pitch books and information memorandums.
ROP ensures that financial risk factors are identified and analyzed. Methods include cash flow risk analysis, quantitative risk modeling, statistical risk analysis of project success or failure and economic risk analysis.
Research Optimus examines sales, profitability and other performance parameters for specific business units or branches as well as for regions and countries.
ROP analyzes macroeconomic data and trends involving factors such as interest rates and employment growth for various financial markets in developed, emerging and developing countries.
Research Optimus performs original research that includes both qualitative and quantitative primary market research, surveys, focus groups and interviews with financial regulators and experts.
ROP analyzes internal insurance risks and identifies insurance firms and policies that can alleviate and control risk levels. We can provide coverage reports with service and price comparisons.
Research Optimus evaluates multiple sources of market intelligence about competitors. We include SWOT analysis, company profiles, pricing and investment strategies, financial statement analysis and benchmarking studies.
ROP assesses changing financial regulations on a national and global basis. We take a detailed look at best practices, accounting laws, reporting standards, valuation principles.
Research Optimus examines global forex markets by researching elements such as currency effects on financial operations, currency hedging strategies and specific currency pairs.
ROP reviews structured finance products such as project finance, collateralized debt obligations, mortgage backed securities and asset backed securities.
Research Optimus focuses on financial strengths, weaknesses, opportunities and threats by creating strategies with a TOWS matrix and compiling a detailed financial SWOT analysis.
Research Optimus reports on real estate developments and commodity trends for specific markets such as crude oil and gold. We examine real property and commodity markets both locally and globally.
Research Optimus can provide writing support that includes editorial services, content strategies, formatting, publishing and copywriting. Our capabilities include specialized functions such as transcriptions and translations.
To understand the economics of your company and its investments, you need on-going, professional financial research to manage your opportunities and risks. Some examples include:
Research Optimus provides a cost-effective and practical way to outsource your financial research needs — enabling you to save both time and money while you obtain expert research help. Contact Us
Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.
ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.
Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.
Note: Research Optimus responds to business enquiries only, and we do not make unsolicited or automated calls. If you receive such calls please submit your complaint to https://www.donotcall.gov/