Investment Research
Services from ROP

Research Optimus is the preferred research partner for research agencies looking for white-label investment research services. We also work with private equity firms, investment banks, asset management firms, pension funds, and hedge fund managers.

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. We do this at cost-effective prices with flexible engagement models.

Our team is located in Bangalore, India. We serve customers from across North America, Europe, and Australia as an offshore investment research partner.

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Our Leading Investment Research Services

Our investment research services are designed to help you gather insightful intelligence to power your
investment decisions.

  • Generating Investment Ideas

    We screen markets, evaluate companies, compare multiple opportunities, and analyze trends to give you a constant flow of new investment ideas.

  • Assessing Global Trends

    We operate globally and are ideally positioned to provide a comprehensive perspective that encompasses political risks, interest rates, government debt, and FX risks in both developed and emerging economies.

  • Executing Fixed Income and Credit Research

    We use techniques such as credit modeling, capital structure analysis, and maturity scheduling to provide a comprehensive approach to screening both loans and bond markets.

  • Writing and Editing

    We help our clients make the best possible first impression and achieve professional quality in white papers, presentations, industry reports, marketing materials, and copywriting.

  • Performing Due Diligence

    We perform due diligence by providing SWOT analysis, analyzing annual reports, evaluating management, and conducting interviews.

  • Evaluating Legal Aspects

    We can provide legal insights regarding current and pending legislation, legal security, and regulatory environments.

  • Providing Commodities Research

    We use trend analysis, asset allocation strategies, and in-depth evaluation of all commodities.

  • Determining ESOP Valuation

    We assist with Employee Stock Ownership Plan (ESOP) valuation, identify tax benefits and assess both regulatory and legal environments for such transactions.

  • Constructing Financial Models

    Our team brings advanced financial modeling skills to bear on the most complex investment decision.

  • Calculating Lending Risks

    We help our clients avoid default risks by assessing business sustainability, cost structures, creditworthiness, financial ratios, and performance outlook.

  • Carrying out Sector Analysis

    We provide in-depth analysis of specific sectors as required by our clients.

  • Analyzing Market Data

    We know how to analyze market trends, perform inductive market analysis and assemble macroeconomic forecasts needed for an effective M&A analysis.

  • Producing Equity Research

    We identify equity investments that provide the best possible diversification while improving the risk-return profile for the overall portfolio.

  • Supplying Private Equity Research Services

    We provide pre-deal evaluations that include commercial due diligence and post-deal comparable transaction analysis.

The Benefits of Working with
Research Optimus

Here are some of the key benefits to keep in mind when you choose ROP as your partner:

We have 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 ROP.

We can reduce overall risks by comprehensively addressing legal, economic, business, and global factors.

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 assist 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.

ROP 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.

Research Optimus – An Established Leader
in Investment Research Services

Research Optimus – An Established
Leader in Investment Research Services

When you need timely and high-quality investment research, ROP should always
be at the top of your "short list" — we would be honored to serve as your
long-term research partner.

Research Optimus

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