Case study – north american investment house

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Case Study North American Investment House

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Case Study – North American Investment House Offshore Equity Research support for a North American investment house Engagement Objectives •

The client, a large North American investment bank, was seeking to establish and expand its research coverage of mid-cap stocks in 2010

The client was interested in setting up an offshore team that could support its analysts in expanding its coverage portfolio, starting with initiating coverage and moving on to proactive maintenance of the coverage universe

Summary of Engagement •

The engagement started with a small team of core analysts and ramped up to four Sutherland analysts rapidly. Post the successful implementation of the concept, the team increased in size exponentially. In the initial phase, the research support involved standardizing sector-specific models, developing & maintaining databases, writing sections of initiating coverage reports, and helping with earning updates and sector notes. Currently, the engagement involves developing comprehensive models & reports and assisting the onsite analysts in initiation and maintenance coverage of a number of sectors

Select Sectors / Industries Covered

Engagement Logistics

• • • • • • •

Automobile REITs Technology Banking & Insurance Utilities Industrials Oil & Gas

Initial focus on standardization and databases development & maintenance

The team expanded exponentially in less than 12 months

Developing sector-specific comprehensive models and initiating coverage reports across the sectors

Enabling the client to expand coverage significantly and visibility among its institutional clients

Geographies Covered

• •

Canada US

Types of Products

• • • • • • •

Sector-specific Models Initiating Coverage Earnings Updates Databases Sector Updates Result Snapshots Event Notes

Sutherland’s emphasis on high-quality research support helped the client expand coverage of mid-cap names across sectors

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Thank You

Š 2015 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.

www.sutherlandglobal.com December 30, 2014

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