Our research services aim to reduce your investment research costs by at least 30%
We provide research infrastructure to reduce research costs by at least 30%. Specialized in valuing companies, we also use proprietary quantitative tools and on-the-ground research experience to provide our clients with Asian stock portfolios and global asset allocation strategies.
Who this is for
Institutional research teams who want to enhance efficiency and stay competitive
Active investors that want to free up time and get new ideas to improve performance
Anyone who wants to get a business valued
What we are doing
We provide research infrastructure and outsourcing, value companies, and offer investment strategies.
We enable institutional research teams to build efficient and dependable research operations. Our research tools and infrastructure allow you to focus on higher-value-added research activities. We help you offload lower-value-added activities your firm can thrive as a differentiated, highly cost-efficient, and competitive research operation in a new era of investment research. You can also outsource part of your research operation or specific functions to us.
We help active investors find ideas and research them. We help asset owners to grow and protect wealth. Our research tools free up your time to focus on the things that drive your performance. Through bespoke research projects, we offer you independent research with no conflicting interests on companies or topics important to you. We also provide ready-to-invest stock portfolios in Asian markets and global allocation strategies.
We are valuation experts, so we can value a public or private business for you. No matter if you’re an institution, an investor, or a business owner.
How we can help you
Research infrastructure and outsourcing
By using our research infrastructure and tools, your research team becomes more efficient, and senior analysts can better utilize juniors in the research workflow. Since we know how to run an extremely efficient, possibly the most efficient, research operation you can also outsource parts of or the whole research workflow to us.
Research tools to enhance your efficiency
ValueModel is a standardized valuation model developed over two decades and can be used to value any company in the world. Let us source the data and create the model, so you can focus on forecasting and valuation to evaluate investment ideas faster.
Research Template is a report format we have developed to make your clients happy and allow you to run an efficient research operation. The Research Template integrates with the ValueModel, so with the click of a button, the Research Template is populated by financial statements, charts, and tables from the ValueModel.
FVMR Ranking provides you with detailed rankings on the four elements at the heart of our methodology—Fundamentals, Valuation, Momentum, and Risk (FVMR)—for the stocks in your selected investment universe. The FVMR methodology is based on extensive research and backtesting to determine a stock’s attractiveness.
World Class Benchmarking is a tool used to assess and analyze the true financial performance of any company. We benchmark the selected company against all global sector peers of similar size to provide you with clear indications of its financial performance over time.
Institutional research consulting
We help you strategically by challenging your current business model and identify opportunities for differentiation to strengthen your competitive position. With our long and strong track record in investment research, we can help you create new products for existing clients and help you stand out to attract new clients.
Commissioned company research
Listed companies lacking consistent analyst coverage and stock exchanges that want to increase coverage of its listings engage us to write company research. We have developed research formats that are compelling to institutional and retail investors. Besides, we construct a complete financial model with forecasted financial statements and valuation. We also offer the, by investors and business leaders, much appreciated Business DNA interviews.
Bespoke research projects, e.g., company valuation
Tap into the depth of our professional and academic experience with our bespoke, confidential research to provide the answers you need to enhance your current strategies. Clients hire us to conduct company research and valuations of listed and private companies to get an independent view free from conflicts of interest.
Ready-to-invest Asian stock portfolios
We provide a ready-to-invest portfolio based on our proprietary FVMR methodology that is simple to execute and easy to monitor. You get fundamental research on each company in the portfolio for investment committee approval. The service includes daily monitoring of the portfolio.
Get a concentrated, active strategy consisting of 13-15 stocks in your selected universe: ASEAN, Asia ex Japan, China A, or Thailand.
Asset allocation strategy
Our allocations strategy is global, long-term, and diversified. The strategy aims to capture as much of the long-term equity return as possible while reducing the risk compared to an equity-only portfolio.