Buy Side Research Services by Research Optimus

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Research Optimus (ROP) has over a decade experience with buy side research services to clients such as asset managers for insurance companies and pension funds that are always operating in a rapidly changing market environment. Making effective and timely buy-side investment decisions requires paying simultaneous attention to risks, competitors, regulatory compliance, valuations, global economies and accuracy. To help buy-side research analysts monitor and evaluate these often conflicting elements, Research Optimus has assembled specialized buy side research services.

ROP backs client in the shifting regulatory climate that can place a burden on its buy-side clients that are not equipped to operate in highly regulated financial markets throughout the world. On the other hand, keeping up with new financial regulations and making corresponding investment decisions before your competition is an excellent way to gain a competitive edge. ROP's expert research team can help you do precisely that by providing in-depth buy side service reports and analysis that examine forthcoming regulatory changes, allowing you to anticipate what to do ahead of time.

Buy-side investment opportunities often provide a narrow window for decision-making, and impactful buy-side decisions typically depend on prudent time management. Even with around-the-clock buy-side operations, there are still only 24 hours in a day. Outsourcing buy side research services to experts such as Research Optimus continues to be one of the most cost-effective and prudent methods for making better use of any buy-side manager's clock. For example, ROP can often provide in-depth help on an overnight basis.

Balancing costs and technological advancements is a common dilemma for buy-side firms. While the banking crisis caused many financial costs to rise, buy-side operating budgets actually shrank in many cases. This places a special premium on finding practical ways to cut research costs while maintaining high professional standards - working with cost-effective research providers like Research Optimus increasingly makes economic sense. At the same time, buy-side firms cannot afford to use "yesterday's technology" in their everyday business operations. In these and many similar circumstances, ROP's research experts can help buy-side decision-makers to get ahead of the competition (and stay ahead). The next two sections provide more details about how Research Optimus can help.

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Buy Side Research Analyst Expertise

ROP offers the following buy side research services:

Buy Side Equity Research

Research Optimus analyzes buy-side investment conditions in worldwide equity markets. We review trends, forecasts and best stock picks based on fundamental and technical analysis in specific markets and industries.

Company Analysis

ROP takes a buy-side perspective when analyzing specific companies. We include meeting notes, business strategies, company overviews, earnings analysis and monitoring tools to help us find data.

Sell Side Document Analysis

ROP can include sell-side information when assembling buy-side research. We review sell-side documentation such as pitch books and investment memorandums.

Macroeconomic Reports

ROP's economists examine macroeconomic parameters that impact buy-side investment decisions. These typically include factors like interest rates, economic growth and employment trends in developed, emerging and developing economies.

Regulatory Reports

ROP helps you stay up-to-date with current and future compliance challenges in the global buy-side markets. We review best practices, ad-hoc news, accounting laws and reporting standards in each impacted government jurisdiction.

Commodities and Real Estate Reports

Research Optimus evaluates real estate and commodities markets for buy-side impacts due to factors such as gold, crude oil and real property developments.

Portfolio Management Support

Research Optimus can help buy-side portfolio specialists and asset managers with research services that are customized for their needs. This includes support involving CAPM analysis, investment idea generation, variance and risk-return analysis, and asset correlation patterns.

M&A Support

ROP can support all M&A support functions such as dataroom organization, merger models, data mining, document creation and due diligence.

Investment Banking Support

ROP provides investment banking support services that include transaction support, trading support, valuation of assets and buy-side analysis.

Financial Modeling

Research Optimus develops financial models to support buy-side analysis. We can use models such as LBO and DCF modeling, tax and financial valuations, sensitivity analysis, financial forecasts, real estate modeling and WACC calculation.

Presentation Creation

Research Optimus helps buy-side teams with internal and external PowerPoint presentations that include statistics, graphs, images and concise summaries.

Investment Risk Analysis

Research Optimus identifies and analyzes buy-side financial risks. We include economic risk analysis, portfolio variance, statistical analysis and quantitative risk models.

Competitor Intelligence

Research Optimus assesses competitive forces impacting buy-side decisions. We examine SWOT analysis and benchmarking studies while evaluating strategies and portfolios of competitors.

Fixed Income Securities Analysis

ROP analyzes buy-side opportunities and risks in global fixed income markets. We use both existing credit ratings and our own credit evaluation metrics to develop best bond picks and financial models that reflect interest rate guidance for corporate and government bonds in different currencies and countries.

Structured Products Research

ROP reviews buy-side investment alternatives in the structured products category. This includes products such as collateralized debt obligations, structured project finance issues and mortgage-backed securities.

Quick Estimates

ROP can provide fast turnarounds when buy-side investment decisions must be made quickly. Examples of quick estimates include seasonality analysis, mean value based models and consensus estimate aggregation.

Investment Hypothesis Testing

Research Optimus offers the capability to test investment hypotheses before buy-side decisions are finalized. Strategies include significance testing and idea back-testing.

Technology Updates

Research Optimus helps buy-side firms to incorporate the latest trading technologies such as computerized trading platforms, FinTech and high-speed trading strategies.

Benefits of Hiring Buy Side Research Firm Services

When your company is exploring ways to outsource buy side research services, consider these seven major benefits when you select buy side research analyst:

  • Research Optimus facilitates fast buy-side decisions with quick estimates that enable buy-side firms to stay ahead of competitors.

  • Uses the latest financial modeling to deliver accurate market data for buy-side investment decisions.

  • Can analyze sell-side materials such as investment memorandums to give buy-side managers a complete picture from every investment angle.

  • We can help sell-side firms ascertain the fair market value of their assets. This will facilitate finding high-quality buyers as assets are identified for sale.

  • ROP ensures timely buy-side regulatory compliance that helps to avoid penalties and fines while also contributing to fast investment decisions.

  • Research Optimus combines years of buy-side expertise and cost-effective pricing to help buy-side firms reduce research budgets.

  • ROP produces presentations and reports that meet and exceed best practices while providing in-depth analysis of buy-side financial instruments such as structured products, real estate, commodities, fix income and equities.

  • Research Optimus has a complete buy-side research team that means you can obtain immediate access to investment experts without adding to your internal research staff.

Research Optimus - Cost-Effective and Immediate Help for Buy Side Research Services

Research Optimus provides a practical and timely way for outsourcing your buy side research needs - our research experts are ready to help you today.

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Testimonials

  • 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!

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