Case study – research for gcc based investment bank

Page 1

Case Study Research for GCC-based Investment Bank

Disclaimer This document is the proprietary and exclusive property of Sutherland Global Services except as otherwise indicated. No part of this document, in whole or in part, may be reproduced, stored, transmitted, or used for design purposes without the prior written permission of Sutherland Global Services. The information contained in this document is subject to change without notice. The information in this document is for information purposes only. Sutherland Global Services® disclaims all warranties, express or limited, including, but not limited, to the implied warranties of merchantability and fitness for a particular purpose, except as provided for in a separate software license agreement. All confidential or proprietary information contained in Sutherland’s response shall at all times be and remain the sole and exclusive property of Sutherland Global Services, Inc.

©©2015 GlobalServices Services Inc., rights reserved. Privileged and confidential information of Sutherland Global 2010Sutherland Sutherland Global Inc., All All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. Services Inc.

www.sutherlandglobal.com


Disclaimer

The sample contains excerpts from a study conducted by Sutherland Global Services for a client. the sample may not contain all the pages of the original document. THIS sample has been prepared by Sutherland Global Services, Inc. or its associates or affiliates (“Sutherland Global Services�) exclusively as an illustrative sample only and is sent to authorized recipients solely for the purpose of evaluating Sutherland Global Services' support service capabilities. THIS sample should not be considered as an offer to sell, a solicitation to buy, or an endorsement or recommendation of any company. Sutherland Global Services does not guarantee the accuracy, completeness or other characteristics of the data / information of the report. This Sample may not be reproduced or distributed (in whole or in part) to any third party without the express prior permission of Sutherland Global Services.

Sutherland Global Services may also have (or have had) arrangements with entities whereby Sutherland Global Services receives or is in receipt of information relating to the subject matter of this Sample that is confidential or proprietary to a third party, and hence may not be utilized. Accordingly, Sutherland Global Services may be in receipt of relevant information that is not reflected in this Sample.

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

www.sutherlandglobal.com December 30, 2014

2


Case Study – Research for GCC-based Investment Bank Offshore Equity Research support for the Investment Banking and Brokerage arm of one of the largest banks in the GCC region Summary of Engagement • Drafting company / sector reports, thematic reports and core Investment Banking support • Key sectors include banking, petrochemicals, cement, food & agriculture, retail and telecom • Helping the client in generating new investment ideas and the core Investment Banking support • Offshore team consisted of Research Analysts, Economists and Editor

Equity

Strategy

• Company Coverage

• Thematic Research

• Sector Coverage

• Quant-based Investment Strategies

• Financial Modeling • New Idea Generation • Periodic Tracker

• Market Performance Reports

Market • Quick Turnaround Daily Reports for GCC & MENA

• Periodic Earnings Review

Economic • Regular Periodicals • Econometric Analysis • Thought-leading Thematic Reports on Topical Issues

Investment Banking • Support to the M&A Desk • Pitch Books • Industry Landscaping • Financial Modeling

Benefits to the Client • Our proactive approach towards generating product ideas and investment strategies has enhanced the research throughput • Increase in coverage both on the equities and the investment banking side • Client analysts can focus more on marketing and client relationships • By developing a full-fledged research team with Sutherland, the client has made significant cost savings for its research arm

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

www.sutherlandglobal.com December 30, 2014

3


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

4


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.