Investment Research and Analytics
As a prominent provider of financial and investment research services, the mission of Aranca, a leading provider of worldwide investment research, is to assist clients in successfully navigating the financial markets, enhancing their portfolios, and making strategic decisions. Being one of the top organizations for investment management and research, our passionate and elite team of financial research analysts provides outstanding industry and economic insights that help our clients continuously achieve their objectives. As one of the most prestigious investment research outsourcing companies, we provide customized studies in equities, fixed income, currency, and commodities markets.
We offer seamless equity research support to investment managers , private banks & wealth managers , brokerages and independent research providers (IRPs) . Our services in the domain include:
Financial Modeling
Building simple to highly complex financial models to determine the intrinsic value of public equities
Coverage Initiation
Assisting the sell-side to initiate coverage on listed stocks across sectors and geographies
Coverage Maintenance
Maintaining coverage on the coverage universe or stock portfolio for sell-side and buy-side
Idea Generation
Screening markets, evaluating/ comparing companies, and analyzing global trends to generate actionable ideas
Thematic Research
Generating in-depth thematic/ sector research reports that cover key investment arguments, trends, and challenges
ESG Analysis
Creating ESG scorecards, evaluating companies on ESG parameters, and generating investment ideas
Stock/Investment Screeners
Building extensive stock screeners based on fundamental financial and operating metrics
Consensus Models
Preparing detailed consensus models to assist the buy side in making investment decisions
Broker Research Summaries
Synthesizing broker reports on companies for the buy-side – initiations, industry reports, and management meets
Portfolio Analytics
Measuring portfolio-level risks/returns related to asset classes, leverage, liquidity, and sector exposures via periodic reports
Read MoreTechnical Analysis
Providing trading recommendations through technical analysis of past market data
Read MoreChannel Checks
Conducting on-ground research through interviews with industry bodies and companies as well as visiting dealers
We offer deep and insightful research to asset managers , private banks & wealth managers , brokerages & independent research providers (IRPs) , and banks worldwide on corporate credit, financials [investment grade (IG) and high yield (HY)], distressed debt, leveraged loans, structured finance, and sovereign debt. Our solutions in credit research include:
Financial Modeling
Building cash flow/financial models to determine investment opportunities across the capital structure
Coverage Initiation
Generating credit initiation reports on issuers and/or bonds across sectors, geographies, and asset classes
Coverage Maintenance
Maintaining coverage on the active and passive credit universe for buy-side and sell-side clients
Capital Structure & Covenant Analysis
Conducting in-depth analysis to understand the cash flow waterfall and collateral package for capital structure opportunities
Credit Notes
Providing comprehensive yet concise credit notes on issuers that would enable portfolio managers to make better investment decisions
Leveraged Loans & Private Debt Memos
Writing syndicated loan memos for public and private issuers through extensive due diligence on underlying transactions
Idea Generation
Developing customized investment screeners based on various filters/criteria, including fundamental and technical metrics
Relative Value (RV) Analysis
Providing scatter charts and RV templates to identify mispricing and arbitrage opportunities in the fixed income market
Regulatory Research Coverage
Detailed issuer overview note for active/ passive portfolio for quick credit assessment and to meet regulatory requirements
Bond Screeners
Building extensive bond screeners based on sectors, geographies, and technical parameters such as duration and rating
Thematic/ Sector Notes
Identifying broader credit themes and strategies that provide top-down views on credit markets
Market Insights
Offering periodic reports that cover key market movements, monetary policies, impact on credit and debt issuance trends, etc.
We provide research support to bulge-bracket & boutique investment banks globally across a range of areas such as M&A advisory , Equity Capital Market (ECM) , Debt Capital Market (DCM) , and library functions , spanning multiple sectors and industries. Our solutions in investment banking includes:
Buyer / Target List Generation
Identifying and evaluating potential buyers or targets for a given investment banking mandate
Information Memorandum
Highlighting the investment case, including the details of the transaction and business, to investors participating in a fundraising offer
Pitch Books
Providing deal-related presentations that highlight the financial and operational details of the target and strategic/financial benefits
Company Teasers
Preparing short presentations that outline transaction summaries, business opportunities, and similar deals
Sector/ Market Research
Conducting in-depth studies on sectors, market landscapes, growth expectations, drivers, competition, and market share analysis
Business Plans
Detailing new business opportunities, expected investments, return analysis, and growth expectations
Financial Models & Valuation
Building simple to highly complex financial models for companies, projects, and businesses
Trading & Transaction Comparables
Identifying relevant trading comparables and precedent M&A transactions for a specific industry or company
Company Profiles
Creating and maintaining profiles of companies (public as well as private) from different sectors and regions
Customized services are provided to real estate developers and investment funds focusing on real estate to help clients invest in Commercial and Residential properties. Our solutions for real estate investors include:
Private Placement Memorandum (PPMs)
Fund raising material, road show content, PPMs, and teasers for acquisition opportunities
Pitchbook
Pitchbooks and information memorandums (IMs) for potential acquirers or exit targets
Market Research
Market studies, sector notes, and research on sub-segments/markets across different geographies
Financial Modeling
Project feasibility models, investor return analysis (based on promotion or distribution clauses), distribution waterfall analysis, transaction/leverage structuring, and funding analysis
Financial Analysis
Regional rental yield analysis, rent roll analysis, tenant credit analysis, tenant profiles, and internal review presentations for built-to-suit (BTS) property development opportunities
Portfolio Monitoring
Quarterly regional and international real estate market updates/newsletters, MIS dashboards, and KPI trackers
We cover global markets and economies, decipher macro trends, and correlate them with investment themes and ideas for our clients including brokerages, investment managers, private banks & wealth managers . Our solutions include:
Global Macroeconomic Research
Tracking and analyzing macroeconomic developments that influence markets across asset classes – equities, fixed income, commodities, currencies, and alternative assets
Geopolitical & Policy Research
Deciphering major geopolitical developments across regions and obtaining a deep understanding on fiscal and monetary policies across developed and emerging markets
Investment Theme Generation
Offering long-term thematic ideas based on mega trends such as demographic changes, and near or long-term asset class outlook on evolving market dynamics
We leverage our experience in capital markets to provide an extensive suite of investment relations services to corporates globally. Our service offering includes:
Perception Studies
Conducting perception studies across different sectors and market capitalizations to provide actionable insights
Earnings Quality Analysis
Generating periodic earnings reports to summarize brokers’ views on the quality of earnings and cash flows, and their sustainability
Peer Benchmarking
Peer benchmarking studies on business strategy, financial outlook, capital allocation strategy, and valuation
Stock Market Positioning Analysis
Understanding stock positioning in broker model portfolios and the street’s view on the stock relative to peers and market
Brokers' Response Report
Generating quick reports that summarize brokers’ reactions on corporate events such as key executive turnovers, M&A announcements, and changes in capital allocation strategies
Investor Activism Analysis
Creating awareness within investor relations office for ownership changes, activist investor investment rationale, recent and exited investments and their rationales
We offer online and classroom training programs to train research analysts across asset classes – equity, credit, and macro research, as well as market segments – buy/sell side, investment banking (IB), and Private Equity (PE). Our training covers:
Equity Research/Credit Research
Comprehensive end-to-end skills, including industry analysis, company analysis, and MS excel financial modeling as well as valuation methods and scenario and sensitivity analysis
Private Equity/Project Finance Modeling
Specific skills relevant to private equity and project finance modelling, including payout schedules
Investment Banking
Preparation of IMs, pitchbooks, investor presentations, and target lists of buyers and/or sellers sourced from databases
We offer extensive editorial and research publishing support , which includes creating visually appealing presentations and providing customized effective reports, to a variety of global financial institutions through the following segments and tasks:
Editorial Support
Editing daily flash notes, quarterly results, initiation reports, thematic research, etc. to be published by the client’s in-house team
Presentation and Graphics Support
Providing layouts, formatting reports and presentations, and creating customized templates to publish research
DTP Distribution Support
Deploying DTP distribution specialists for publishing and distributing client reports round the clock
We cater to diverse data requests from financial data and fintech firms, which includes handling of complex data based on thorough knowledge of financial statements as well as traditional data sourcing. Our financial data management services portfolio includes:
Data Sourcing
Procuring quantitative and qualitative data sets from multiple sources such as company filings, regulator websites, investor presentations, news wires, and social media
Data Research & Analysis
Supporting front-end analysis through research, and collection and management of data to build a robust data warehouse
Data Segmentation
Segmenting large data sets into logical sub-data sets by integrating, filtering, organizing, and summarizing collected data
Data Validation
Cleansing and normalizing large collected data sets to ensure publishing of high-quality data on client platforms
Data Publishing
Publishing validated data on online and/or offline client platforms (internal and external)
We offer deep and insightful research to asset managers , private banks & wealth managers , brokerages & independent research providers (IRPs) , and banks worldwide on corporate credit, financials [investment grade (IG) and high yield (HY)], distressed debt, leveraged loans, structured finance, and sovereign debt. Our solutions in credit research include:
Financial Modeling
Building cash flow/financial models to determine investment opportunities across the capital structure
Coverage Initiation
Generating credit initiation reports on issuers and/or bonds across sectors, geographies, and asset classes
Coverage Maintenance
Maintaining coverage on the active and passive credit universe for buy-side and sell-side clients
Capital Structure & Covenant Analysis
Conducting in-depth analysis to understand the cash flow waterfall and collateral package for capital structure opportunities
Credit Notes
Providing comprehensive yet concise credit notes on issuers that would enable portfolio managers to make better investment decisions
Leveraged Loans & Private Debt Memos
Writing syndicated loan memos for public and private issuers through extensive due diligence on underlying transactions
Idea Generation
Developing customized investment screeners based on various filters/criteria, including fundamental and technical metrics
Relative Value (RV) Analysis
Providing scatter charts and RV templates to identify mispricing and arbitrage opportunities in the fixed income market
Regulatory Research Coverage
Detailed issuer overview note for active/ passive portfolio for quick credit assessment and to meet regulatory requirements
Bond Screeners
Building extensive bond screeners based on sectors, geographies, and technical parameters such as duration and rating
Thematic/ Sector Notes
Identifying broader credit themes and strategies that provide top-down views on credit markets
Market Insights
Offering periodic reports that cover key market movements, monetary policies, impact on credit and debt issuance trends, etc.
Talk To Us
We will connect you to the right professional within our Investment Research team.
why Aranca?
We assist asset managers/hedge funds, brokerages, and investment banking and private equity firms worldwide with their investment decisions. Our credentials:
2.5+ Million
Hours
of combined research experience
12,500+
Financial Models
developed through in-depth analysis of value drivers
5000+
M&A Transactions
on which we have assisted investment bankers
80+
Sub-Sectors
in which we have extensive research experience
Our research team includes experienced professionals from global brokerages and investment management firms. Our analysts are qualified chartered financial analysts (CFAs)/chartered accountants (CAs) (equivalent to CPA in the US) or hold MBA degrees. We recruit analysts from top campuses in India and develop their skills to be client-ready through our in-house training programs.
Our net promoter score (NPS) during the past 24 months has been 82.
NPS, a leading industry customer service metric, is widely used and a score over 65 is considered to be world class. Our ready-to-be-deployed research teams and experience in supporting large and mid-market global institutions through research across sectors and markets significantly improve clients’ decision making.
The organization of our research team is based on the Global Industry Classification Standard (GICS). Our experience spans various sectors worldwide, such as energy, real estate, healthcare, industrials, financials, information technology, utilities, and consumer.
We offer flexible and scalable engagement models that can be customized to suit individual client requirements:
Co-sourced Teams
Dedicated team of analysts that would work as an extension of your own team to conduct regular research
Bespoke Projects
For one-off research support on ongoing deals or short-term resource ramp-up during key periods such as the earning season
Block of Hours
Dedicated hours per year to deploy on-demand resources across skill levels as per research requirements
Our well-developed compliance and security (both network and physical) framework has been audited and approved by leading global financial institutions. We also customize the compliance framework to suit the client’s internal requirements.
We are an ISO 27001-certified organization; information confidentiality is one of our core values.
We assist asset managers/hedge funds, brokerages, and investment banking and private equity firms worldwide with their investment decisions. Our credentials:
2.5+ Million
Hours
of combined research experience
12,500+
Financial Models
developed through in-depth analysis of value drivers
5000+
M&A Transactions
on which we have assisted investment bankers
80+
Sub-Sectors
in which we have extensive research experience
Our Clients
Learn how we support different roles in the investment research domain
perspectives
Validate Investment Ideas – Use our On-Ground Research Service
Looking to further validate investment ideas by leveraging non-financial, alternative data?
We provide on-ground research services to investment managers to help them leverage non-financial/ alternative data such as observing customer behavior, meeting suppliers/ distributors to get a better understanding of the operational performance of the company. We are experts in primary research and can deliver customized solutions within a short period of time.
CONTACT US
We provide on-ground research services to investment managers to help them leverage non-financial/ alternative data such as observing customer behavior, meeting suppliers/ distributors to get a better understanding of the operational performance of the company. We are experts in primary research and can deliver customized solutions within a short period of time.
Flexible Engagement – No Minimum Commitment!!
Need quick analysis of a market opportunity or theme-based research, or in preparing deal documents?
We provide flexible engagement models ranging from dedicated analysts for a short duration to product-based ad-hoc support. There is no minimum commitment. You can also leverage Quick IR our in-house research platform that allows you to pick and choose specific research deliverables and get them customized and delivered at a short notice.
CONTACT US
We provide flexible engagement models ranging from dedicated analysts for a short duration to product-based ad-hoc support. There is no minimum commitment. You can also leverage Quick IR our in-house research platform that allows you to pick and choose specific research deliverables and get them customized and delivered at a short notice.
On-Demand Investment Banking (IB) Deal Support
Seeking support on an IB deal or a mandate that you are working on?
We support investment bankers across entire deal cycles from origination to execution; tasks executed include building a financial model, and drafting information memorandums, pitchbooks, and teasers. Our team provides deal-based research support, including market research, which allows you to focus on marketing the deal and its closure.
CONTACT US
We support investment bankers across entire deal cycles from origination to execution; tasks executed include building a financial model, and drafting information memorandums, pitchbooks, and teasers. Our team provides deal-based research support, including market research, which allows you to focus on marketing the deal and its closure.
Join our Investment Research Team
Work with the best global investment management and banking firms.