Sell Side Research Services by Research Optimus

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.

Our Sell Side Research Service Expertise

Here are the primary sell side research services offered by ROP:

  • Company Analysis

    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.

  • Coverage Reports

    Research Optimus prepares sell-side coverage including event-driven reports, quarterly coverage updates, investment thesis analysis and initial coverage modeling.

  • Sector Reports

    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.

  • Thematic Research

    Research Optimus develops sell-side research based on analysis of investment themes and macro themes. We summarize results in presentations and white papers.

  • Macroeconomic Reports

    ROP publishes sell-side research reports emphasizing macroeconomic elements such as interest rates and employment on a global and regional basis for specific countries.

  • Pitch Book Creation

    Research Optimus customizes sell-side pitch books for specific audiences with supporting graphs and statistics.

  • Information Memorandums

    ROP creates sell-side information memorandums that include investment teasers and detailed financial projections.

  • Competitor Intelligence

    Research Optimus evaluates products and services offered by sell-side competitors. We can include league and benchmarking tables and assess client networks.

  • Regulatory Reports

    ROP supports sell-side compliance requirements with updates about accounting laws, reporting standards, trading regulations, ad hoc news, regulatory changes and industry best practices.

  • Equity Research

    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.

  • Fixed Income Securities 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.

  • Commodities and Real Estate Reports

    Research Optimus analyzes sell-side perspectives for real estate markets and key commodities such as crude oil, gold, silver and other precious metals.

  • Structured Products Research

    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.

  • Client Management Support

    Research Optimus can support all aspects of sell-side client support such as client database maintenance, creation of client management strategies and portfolio analysis.

  • Lead Generation Support

    ROP contributes to sell-side marketing and lead generation by creating marketing materials, identifying prospective clients, analyzing customer needs and creating databases.

  • Financial Modeling

    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.

  • M&A Support

    ROP supports sell-side merger and acquisition activity with merger modeling, document creation, data mining, dataroom organization and due diligence help.

  • Copywriting Services

    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.

Our Sell Side Research Benefits

When evaluating your outsourcing opportunities for sell side research services, here are seven benefits when you choose ROP as your partner:

  • Research Optimus can provide sell-side clients with timely global analysis of companies and industries that will impress existing and prospective customers.
  • Research Optimus leverages their existing network to enhance customer relationship management and lead generation for sell-side firms.
  • ROP uses their advanced sell-side expertise to produce professional information memorandums and pitch books.
  • Supports due diligence and other specialized M&A requirements for sell-side clients by meeting and exceeding best industry practices.
  • ROP helps sell-side firms stay ahead of their competitors by avoiding compliance delays and penalties.
  • Provides important local and regional sell-side expertise such as translations by foreign language experts.
  • Research Optimus can draw on extensive buy-side experience when working with unique sell side research requirements.

Research Optimus — Expert Help for Sell Side Research Services

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

Other Financial Research Services Offered

Pricing & Engagement Options

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Quality Systems

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Security and Confidentiality

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