Investment Research Services
Research Optimus is the preferred research partner for a diverse group of clients throughout the world — private equity firms, investment banks, asset management firms, pension funds, hedge fund managers and independent research firms. Our investment research service goal is to collect, accumulate and interpret whatever data will best support the investment decision-making process of investors and businesses in the global financial sector.
In a macroeconomic climate that carries an increasing risk of default by over-leveraged companies, we can help you identify potential lending risks to avoid — for example, even in a low interest rate environment, fixed income instruments continue to be a regular component in many portfolios. Before you pursue potential target companies for either friendly or hostile takeovers, investment research team at Research Optimus will analyze strengths, weaknesses, opportunities and threats. We can assist sell-side parties to achieve target profit levels in turbulent market conditions and help buy-side firms find appropriate investment opportunities.
The Bottom Line — Research Optimus can provide cost-effective and timely analysis of changing global trends and regulatory environments that increasingly shape a complex and fast-moving investment world. Here is an overview of our investment research services.
Our Leading Investment Research Services
In a rapidly changing financial climate, it is not unusual for investment businesses and investors to be confronted with a dizzying number of choices and opportunities at any given moment. Our lengthy list of 14 investment research services is designed to help you cope with what might otherwise appear to be an impossible research "to do list" — unless you have an experienced research partner such as Research Optimus. Here is how we can help, in no particular order:
- Generating Investment Ideas Research Optimus can screen markets, evaluate companies, compare multiple opportunities and analyze trends to give you a constant flow of new investment ideas.
- Performing Due Diligence In response to the increasing need to pay proper attention to due diligence on a daily basis, we can shorten the process while providing SWOT analysis, analyzing annual reports, evaluating management and conducting interviews.
- Constructing Financial Models The Research Optimus team can bring advanced financial modeling skills to bear on the most complex investment decision.
- Analyzing Market Data In a "Big Data" world, we know how to analyze market trends, perform inductive market analysis and assemble macroeconomic forecasts needed for an effective M&A analysis.
- Assessing Global Trends Research Optimus operates globally and is ideally positioned to provide a comprehensive perspective that encompasses political risks, interest rates, government debt and FX risks in both developed and emerging economies.
- Evaluating Legal Aspects We can provide legal insights regarding current and pending legislation, legal security and regulatory environments.
- Calculating Lending Risks Research Optimus can help our clients avoid default risks by assessing business sustainability, cost structures, creditworthiness, financial ratios and performance outlook.
- Producing Equity Research We identify equity investments that provide the best possible diversification while improving the risk-return profile for the overall portfolio.
- Executing Fixed Income and Credit Research Research Optimus uses techniques such as credit modeling, capital structure analysis and maturity scheduling to provide a comprehensive approach to screening both loans and bond markets.
- Providing Commodities Research In a volatile commodities environment, we use trend analysis, asset allocation strategies and in-depth evaluation of all commodities to ensure that our clients are fully informed about both opportunities and risks involving commodities.
- Carrying out Sector Analysis When our clients need in-depth analysis of specific sectors such as energy and construction, Research Optimus can provide whatever is required with a quick turnaround.
- Supplying Private Equity Research Services In an investment world that requires equal attention to both public and private market opportunities, we can provide pre-deal evaluations that include commercial due diligence and post-deal comparable transaction analysis.
- Writing and Editing Research Optimus can help our clients make the best possible first impression and achieve professional quality in white papers, presentations, industry reports, marketing materials and copyrighting.
- Determining ESOP Valuation We can assist with Employee Stock Ownership Plan (ESOP) valuation, identify tax benefits and assess both regulatory and legal environments for these and similar transactions.
The Benefits of Working with Research Optimus
When you are choosing what path to take for current and future investment research decisions, why should you consider Research Optimus? Here are some of the key benefits to keep in mind when you choose Research Optimus as your partner:
- We have already assembled a full-time team of research experts. Without hiring additional research employees, investment firms can obtain customized research solutions that are enhanced by the wide coverage, multiple research fields and extensive capital markets expertise of Research Optimus.
- We can reduce overall risks by comprehensively addressing legal, economic, business and global factors. This enables each client's management team to make decisions based upon a detailed investment strategy that is both focused and comprehensive.
- We can help buy-side firms to identify the most profitable investment opportunities based upon their specific portfolio requirements by applying customized research and modeling.
- 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.
- We’ll assists asset managers, private equity firms and investment funds by generating a timely and steady stream of new investment ideas. This contributes to the profitability and long-term growth of client assets. Such insights will often prove to be the critical difference whether expanding in an existing market or competing with other potential investors for early entry into a new market.
- We provide in-depth analysis into energy and commodities markets. The global research team assembled by Research Optimus is uniquely qualified to address both opportunities and risks presented by low commodity/energy prices and a fear of future inflationary elements.
- Research Optimus has offered international research services for more than a decade. This has provided their investment research team with a wealth of experience and expertise in diverse areas such as data analysis, business intelligence, sector analysis, due diligence and credit risks.
When you need timely and high-quality investment research, Research Optimus should always be at the top of your "short list" — we would be honored to serve as your long-term research partner. Contact Us
Other Financial Research Services Offered