Outsource Investment Analysis Services

Get access to comprehensive investment analysis for your business from experts at prices starting at $12/hour

Investment analysis is an integral part of most companies belonging to a wide range of industries. Have you ever wondered how it would be to expand your research coverage by freeing up the time of your in-house analysts while managing to screen and track new investment opportunities across sectors and geographies?

O2I's unique range of investment analysis services are ideal for hedge funds, buy-side firms, sell-side firms, private equity firms, investment banks, and start-ups, pension funds, etc.

Our services span the length and breadth of investment research, and we specialize in providing real-time and accurate data for your company by expanding your research coverage and adding value to your existing processes.

Our Investment Analysis Services

At O2I, our investment research analysis services are provided across multiple asset classes to enable our clients, including private banks and wealth managers to focus on their key competencies and high-impact work. Our services include -

1. Equity Analysis Services

   

   If you are looking for the right kind of stocks which hold up well in a tumultuous market, then you need our services. We help you organize a responsive portfolio that takes into account historical and new stock market developments, ensuring you are always one step ahead in the investment landscape. We can help you with trade brokering, mergers and acquisitions, and leverage both foreign and domestic stock market acumen for the best quality investment analysis services. Some key offerings include -

   • Financial modeling
   • Coverage maintenance
   • Stock/Market Sector research
   • Pre-earnings reports
   • Thematic research
   • Market and Stock newsletters

2. Credit and Fixed Income Analysis Services

   

   O2I offers significant gains for asset managers and other clients by offering research and analytics support for making key investment decisions. Our services are spread across multiple rating categories, products, geographic regions, and fixed income segments, and include the following -

   Credit and Fixed Income Models

   Investment Notes

   Analysis

   Database Management

   Credit and Fixed Income Models

   Cash flow models

   Investment Notes

   Credit notes with Recommendations

   Analysis

   Capital structure analysis

   Database Management

   Financial database and updates

   Credit and Fixed Income Models

   Shadow credit rating models

   Investment Notes

   Tear sheets

   Analysis

   Financial covenant analysis

   Database Management

   Distressed situation history

   Credit and Fixed Income Models

   Loan models

   Investment Notes

   Credit-based memos

   Analysis

   Negative covenant analysis

   Database Management

   Deal performance

   Credit and Fixed Income Models

   Recovery models

   Investment Notes

   The research report on deals

   Analysis

   Peer/Bond/Loan comp

   Database Management

   Monitoring changes in tranche

   Credit and Fixed Income Models

   Trade claims reviews

   Investment Notes

   Sectors-wide research

   Analysis

   A to E Restructuring

   Database Management

   New deals and competitor intelligence

   Credit and Fixed Income Models

   Waterfall models

   Investment Notes

   Revenue obligation report

   Analysis

   Waiver analysis

   Database Management

   Economic, banking, and financial database

   Credit and Fixed Income Models

   Commercial real estate models

   Investment Notes

   Municipal bonds report

   Analysis

   Indenture screening

   Database Management

   Credit and Fixed Income Models

   Investment Notes

   Sovereign reports

   Analysis

   Distressed debt screens

   Database Management

   Credit and Fixed Income Models

   Investment Notes

   Analysis

   Comparative analysis

   Database Management

3. Macroeconomic Analysis and Research

   

   Our analysts can analyze global interest rates while keeping a close tab on economic indicators and FX markets, changing financial regulations across countries, etc. Since a lot of factors play their part in regulating financials across the world, we can help you forecast economic conditions which can in turn lead to better decision making. Our offerings include -

   • Macro research
   • Economic forecasting
   • Key indicators watch
   • Commodity-based research
   • Currency research
   • Database creation and pupation
   • Thematic reports based on customer request

4. Multi-asset Fund Analysis

   

   Our multi-asset fund services enable your team to efficiently manage a suite of mutual funds and model portfolios across asset classes and geographies. One of the biggest challenges that we've seen clients face is finding a service provider who can properly analyze portfolios consisting of multiple asset classes. While most of our competitors provide a broad depth of coverage for a single asset class such as equities or fixed securities, we offer a suite of multi-asset fund analysis services that measure performance and risk together for you to create balanced, insightful strategies. Our services include -

   • New opportunity screening
   • Data correlation & pattern analysis
   • Benchmarking analysis
   • Front-load and back-testing
   • Asset allocation support
   • Simulation modeling

5. DCF Analysis

   

   We work with your team to forecast the revenues of a company and get it to net present value with the help of a pre-decided discount factor (WACC). We develop this factor through the CAPM theory. Performing this analysis helps us to uncover true enterprise value as well as the fair market value of your equity fund. Finally, this research is also extremely important to conclude whether stocks are overvalued or not.

6. WACC Analysis

   

   Our WACC analysis services are a vital area of study especially if you want to look into the capital structure of a company. We have a range of market equations which we leverage to analyze the company's capital cost after accounting for each component of the capital structure. This allows us to build a sound financial profile of the company from scratch.

7. Custom Investment Analysis

   

   Apart from the above, we offer an entire suite of services customized to your needs, such as -

   • Company earnings forecast
   • Sensitivity analysis
   • IPO research
   • Company research
   • SWOT analysis
   • Idea generation
   • Business valuation support
   • Financial background research
   • Fund Performance Analysis
   • M&A Analysis
   • Preparing pitch decks
   • Market intelligence

Global Investment Analysis: Our Key Differentiators

One of the many reasons why Outsource2india makes sense as your choice for outsourcing investment analysis services is because we provide independent, highly targeted, and customized analysis services that are designed to support new investment ideas, facilitate effective decisions, and evaluate upcoming companies.

Our 4 main differentiators which set us apart from other investment analysis service providers include -

1. Independent Data

   We help rationalize company as well as market expectations utilizing our insightful expertise. We also leverage the data to create custom models to identify purchasing behavior while leveraging market research surveys.

2. Unbiased Opinion

   With our help, you can gain significant insight into competition dynamics across key industry sectors.

3. Efficient Information Delivery

   Each project we work on comes with a dedicated relationship manager who ensures timely delivery of data and information sync between multiple teams as well project progress regularly.

4. Differentiated Outlook

   We provide differentiated, well-compiled, and extremely directed market intelligence based on your requirements. Our differentiated services further allow us to perform custom analysis on any topic which is necessary for your business goals.

Other Services You May Benefit From

Why Choose O2I for Outsourcing Investment Analysis Services?

• Monitor and Strengthen Existing Market Position

  We help secure important historical data for your chosen companies and create a market forecast based on relevant findings. Our custom channel checks and surveys further ensure you always have a well-rounded company positioning for you to make your move.

• Generate New Ideas

  We are great at identifying technology disruptions and upcoming startups which can shake the world market based on distinguished product offerings. We also create company primers for you to gain information from on a geographical scale and refer to plan future business tie-ups and acquisitions.

• Exceptional Launch Coverage

  We compile historical market data on companies and portfolios you want to track, create data projections and reports, while also performing a customized SWOT analysis to understand where you, a competitor, or a portfolio stands.

• Build and Update Sector Models

  Over the years, we have managed to build a database consisting of key market assumptions, all of which are backed by in-depth statistical knowledge and much more. This in turn allows us to rationalize data and match it to relevant company reports.

• Research Emerging Technologies

  One of our key competencies is to research industry innovator reports to understand the trending opportunities in new tech. We also create platform-based spending guides and organize daily reports based on your needs.

• Engage Industry Experts

  We can organize industry experts and research analysts to obtain secondary opinions based on your requirements. This coupled with our innovator web conferences etc. allows you to network with the best minds in the business.

• Custom Research Methodologies

  As your investment analysis service provider, we can perform in-depth investment and portfolio research which considers multiple variables and requirements while updating the same for the latest information.

Why Choose O2I for Investment Analysis Services?

Our team of investment analysts is internationally recognized as one of the best teams with the desired acumen to research market caps and investments across North America and Europe. Our customized support services ensure we can service small businesses, enterprises, market investors, and entrepreneurs alike with differentiated offerings to drive growth and create new opportunities. Some of the key reasons why you should choose us include -

• Huge Cost Savings

  With our directed, situational and extremely efficient methodologies, we can pass on these savings to our clients to the measure of more than 40-50%.

• High-end Toolsets

  We leverage proprietary investment valuation tools that are created with the latest technologies in mind to provide our clients with the best possible results.

• Experienced Team

  Our team of investment research analysts are experienced in the field of investment analysis and are backed by prestigious degrees from some of the top universities around the world.

• Real-time Data

  In the world of investments, real-time data can be the key difference between a good decision or a bad one. Our data is accumulated through proprietary software algorithms to provide you with up-to-date analytics.

• Exceptional Data Security

  We maintain high levels of software and hardware security through a combination of secure and sound IP protection NDAs as well as the latest cybersecurity definitions.

• On-time Reporting

  We can supply your team with daily, weekly, fortnightly, or quarterly reports, depending on what suits your business needs.

Our Finance and Accounting Portfolio

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Client Success Stories

Accounts Receivable Services Provided

Accounts receivable and claims management services were provided to small business owners, helping them cut costs significantly.

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Finance and Accounting Back-office Support Services Provided

We processed paperwork submitted by applicants to a Bank Loan Production Office, assessed the loan eligibility, and generated the required documentation.

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Choose O2I as your Investment Research Analysis Solutions Company

If you are looking to enhance your investment research coverage and significantly reduce costs then you are in the right place. We specialize in your preferences and demands into informed investment analysis reports that offer new dimensional insights, recommendations, and ideas for your company.

To know more about our service offerings, contact us now!