Sell-side research services team at Research Optimus support clients such as banks that are under constant pressure to reduce costs while increasing sales of their products and services and maintaining a reputation for high-quality. This is a delicate balance to maintain — especially in an ultra-competitive market environment that also places a premium on speed and accuracy. To help sell-side firms succeed, Research Optimus offers customized sell side research services.
Staying on top of sell side compliance requirements can require entire departments in some companies. As a prudent and cost-effective alternative, ROP helps overcome sell side communication challenges by brokers who find it increasingly difficult to call or email buy side analysts. Research Optimus has the regulatory expertise to provide sell side research while meeting and exceeding compliance regulations in various global markets.
Today's worldwide investment environment means that sell-side firms need cross-border coverage at all times. As international research experts, ROP already has a well-developed network that helps to overcome this very real obstacle. For example, a substantial amount of investment information is published in languages other than English — the Research Optimus sell side research team includes foreign language experts and international economists that are familiar with local dialects and companies.
Here are the primary sell side research services offered by ROP:
ROP uses industry-leading monitoring tools to produce unbiased and accurate sell-side company analyses that include earnings analysis, meeting notes, business strategies and company overviews.
Research Optimus prepares sell-side coverage including event-driven reports, quarterly coverage updates, investment thesis analysis and initial coverage modeling.
ROP helps sell-side users keep up-to-date with developments in specific industry sectors. We can include expert interviews, sector valuations and sector trend analysis.
Research Optimus develops sell-side research based on analysis of investment themes and macro themes. We summarize results in presentations and white papers.
ROP publishes sell-side research reports emphasizing macroeconomic elements such as interest rates and employment on a global and regional basis for specific countries.
Research Optimus customizes sell-side pitch books for specific audiences with supporting graphs and statistics.
ROP creates sell-side information memorandums that include investment teasers and detailed financial projections.
Research Optimus evaluates products and services offered by sell-side competitors. We can include league and benchmarking tables and assess client networks.
ROP supports sell-side compliance requirements with updates about accounting laws, reporting standards, trading regulations, ad hoc news, regulatory changes and industry best practices.
Research Optimus compiles sell-side equity research that can be customized for each adviser profile. We include fundamental and technical analysis, best stock picks, equity forecasts and trend analysis.
ROP supports sell-side activities with fixed income securities analysis including credit metric analysis, best corporate and government bond picks, financial models and interest rate news developments.
Research Optimus analyzes sell-side perspectives for real estate markets and key commodities such as crude oil, gold, silver and other precious metals.
ROP evaluates structured products that provide sell-side investment opportunities. We typically include structured project finance securities and asset-backed securities such as collateralized debt obligations and mortgage-backed securities.
Research Optimus can support all aspects of sell-side client support such as client database maintenance, creation of client management strategies and portfolio analysis.
ROP contributes to sell-side marketing and lead generation by creating marketing materials, identifying prospective clients, analyzing customer needs and creating databases.
Research Optimus prepares financial models needed for sell-side transactions. Options include sensitivity analysis, real estate modeling, WACC calculation, capital structure analysis, valuations and LBO/DCF models.
ROP supports sell-side merger and acquisition activity with merger modeling, document creation, data mining, dataroom organization and due diligence help.
Research Optimus provides sell-side business writing support that can include white papers, sales letters, translations, transcriptions, newsletters, blogs, marketing materials and all other forms of copywriting.
When evaluating your outsourcing opportunities for sell side research services, here are seven benefits when you choose ROP as your partner:
ROP has a team of sell side research experts ready to help you today. Research Optimus is a cost-effective global outsourcing partner — we are accustomed to producing high-quality research with fast turnarounds. 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/