Asset Management Support Services

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Asset managers frequently have a lengthy "to do list" that can require juggling in terms of staffing, priorities, costs and resources. A relatively recent addition to the list involves adjusting to regulatory requirements imposed by the Dodd-Frank Wall Street Reform Act in the United States as well as new financial regulations in other countries.

Research Optimus provides practical ways to shrink your action list to a more manageable quantity; a prudent outsourcing strategy presents a viable solution. Asset Management Companies, ETF providers, Fund Research Companies, Ranking Agencies and Third Party Information Providers relay on experienced and successful partner like Research Optimus.

Research Optimus can help asset managers with their comprehensive collection of asset management services. For example, we are specialists in establishing back-office systems that enable our clients to adjust their front and middle office staffing systems without disrupting customer support, accounting and other back-office systems. Do you need assistance with fraud reduction, tax issues, credit risk analysis, cash flow evaluation, pitchbook updates or compliance? Research Optimus can provide timely, high-quality and cost-effective solutions.

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Our Asset Management Support Service Expertise

Where do you need the most help? Here are 22 ways that Research Optimus can lend an expert hand:

Cross-Asset Class Reports

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

Company Profiles

When we look at specific companies, the profiles can include capital structure, SWOT analysis, management strategy, past and current financial performance and new critical developments.

Fixed Income Market Analysis

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

Commodities Analysis

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

Portfolio Review

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

Pitchbook Updates

Much more sophisticated approach than an elevator pitch, 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.

Investment Funds Monitoring

Research Optimus contributes to asset allocation adjustments by comparing alternative funds according to costs, performance, risk exposure and investment emphasis. This can facilitate diversification while simultaneously identifying new business partners.

Regular Market Updates and Factsheets

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

Regulatory Compliance

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

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.

Data Management

In a "Big Data" world, asset managers must be adept at sophisticated methods of data management. We can organize, structure, cleanse and validate asset management data at all key points. 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

Research Optimus can prepare specialized reports addressing specific sectors and industries. Examples include PEST analyses and industry forecasts.

Equity Market Analysis

Research Optimus will provide the most pertinent assessment of global equity markets. We can feature trend analysis and predictions based on both fundamental and technical research as desired.

Forex Market Analysis

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

Manager Assessment

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

Financial Modeling

Depending on client needs, Research Optimus can create financial models encompassing debt analysis, long-term and short-term forecasts, multi-asset or stand-alone portfolio valuation and stock/bond valuation.

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.

Client and Investor Presentations

Clients and institutional investors often expect information to be conveyed in clear presentations, and we can help asset managers to introduce products via a high-quality presentation format.

Risk Management Support

Research Optimus 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).

Reporting Standards

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

Performance Attribution Analysis

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

Tax Compliance

Research Optimus 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.

ROP's Asset Management Support Benefits

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

  • Research Optimus has an experienced asset management support team already in place

    You can have immediate access to industry and financial experts without adding to your own staff.

  • Research Optimus 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 Research Optimus has more than a decade of proven experience in the highly specialized field of data management.

  • Research Optimus 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 Research Optimus.

  • Research Optimus provides a "time zone benefit" (for many clients based upon location) that often allows overnight action when required

    Due to their location, the Research Optimus team can often work on a time-sensitive project overnight and deliver needed reports, data or presentations the next morning. This overnight commitment to asset management support services can provide asset managers with another critical competitive edge.

  • Research Optimus is a "one-stop shop" for asset management support

    Instead of relying on multiple providers, asset managers can centralize support services by choosing Research Optimus as their long-term partner for obtaining legal/regulatory research, unbiased investment reports, asset allocation analysis, cross-asset class product research, global market coverage, assessment of strengths and weaknesses, and help with multi-language needs that are increasingly critical when investing in developing economies.

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 partner.



  • Senior Vice President Automotive & Transportation Industry

    We achieved substantial cost and time savings on several difficult projects. The services provided by Research Optimus was prompt attention to our requests and attention to details were excellent

  • Lynn Kowalczyk

    After carefully reviewing the documents you provided, we are suitably impressed with the meticulous details and extracted data which is truly high-quality

  • Leading STM Publisher

    Even though most of our communication was done via email, it was extremely easy to work with Research Optimus. Superbly quick turnaround time which was quicker than needed. They were there when I needed them!


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