Investment Research Newsletter Q4, 2023

Investment Research Newsletter Q3, 2023

Investment Research Q2, 2023

Investment Research Q1, 2023

Investment Research Newsletter Q4, 2022

Investment Research Newsletter Q3, 2022

Investment Research Newsletter Q2, 2022

Investment Research Newsletter Q1, 2022

Investment Research Newsletter Q4, 2021

Investment Research Newsletter Q3, 2021

Investment Research Newsletter Q2, 2021

Investment Research Newsletter Q1, 2021

Investment Research Newsletter

Broker Votes System — A Strategic Product for Investment Research Firms

“Alternative Data” in Investment Research – Is it really “Alternative”?

Chanakya Dissanayake on our Investment Research Solutions for Global Asset Managers

Chanakya Dissanayake on our Investment Research Solutions for Global Sell-side Firms

Video: BEAT-enabled Earnings Model Update for Investment Research

Broker vote and scorecard automation tool – a strategic product for investment research firms

Investment Research – Creating On-the-ground Presence in Emerging Markets

Copal Amba’s Rohan Fernando authors article on “Interactive, user-customisable reports: An emerging trend in investment research” in the Daily FT

Copal Partners has been named the number one Knowledge Process Outsourcing (KPO) company globally for Investment Research and Analytics

Creating Differentiated Investment Research Capabilities in Chinese Equities

Interactive, user-customisable reports – An emerging trend in investment research

The evolution of investment research offshoring

Investment/disposition research support for an investment bank in the healthcare sector

Support to investment banking firm in conducting comprehensive primary research on Japanese diaper brand in China

Macroeconomic research support for a global investment bank

Equity research support to a bulge-bracket US-headquartered investment bank

Public finance and credit research support to the investment management arm of a large US-based PE firm

Credit research support to a discretionary investment manager with USD28bn in AuM

Structured finance issuance database and research for a large Japanese investment bank

Investment banking research and analytics support to a UAE-based commercial bank

Investment Teams – Unlock the potential of your research data

Ankita Jhawar on empowering investment managers with high-end portfolio research and operations solutions

Merrill Lynch Closes Investment in Leading Offshore Research Provider, Copal Partners

Investment Management, Research and Operations for an Institutional Asset Manager

Structured finance research and analytics support to a global investment bank

Fixed Income Research for a US Based Investment Bank

Fixed Income Research for a Japanese Investment Bank

Equity Research for a Europe Based Investment Bank

Research Production for a European-based Investment Bank

Artificial intelligence in investment banking – opportunities and challenges

Strategic roles of PE and VC investments in AI’s future

Landscape of fintech investments and associated trends

The role of investment writing in times of financial crisis

Boosting technology spends for new-age deal sourcing by investment banks and advisory firms

Wired for growth: the surge in alternative investment in data-centre real estate

Managing client expectations: balancing flexibility and compliance in investment guidelines

Infrastructure investment opportunities arise for private capital

Building the future – increasing infrastructure investment

Streamlining investment success: the integral role of due diligence and investment evaluation

The increasing role of the outsourced chief investment officer in the current volatile market

An investment analysis playbook for building efficient portfolios

Investment compliance automation – the art of doing more with less

Evaluating and integrating alternative data into the investment process

Harnessing the power of customer insights software for market research success

Top Venture Capital Trends Shaping Investment Strategies in 2024

Sell-side research – key trends in 2023

Africa’s natural resources sector attracts strategic investments

Cannabis – the next big financial investment

A comprehensive guide to B2B branding research

Agile market research: What is it and how to get started?

China-Switzerland Stock Connect – expanding access to investment opportunities and overseas capital

Comprehensive Oncology Market Research and Global Insights

Leveraging search engine optimisation/paid ads to boost return on investment in asset management

Trends to keep an eye on in the investment banking industry in 2022

The resilience of renewable energy investment amid the COVID-19 pandemic

Why it is increasingly important for investment banks to find the right outsourcing partner

Internal carbon pricing: An emerging approach to building sustainable investment portfolios

Flexible and low-cost model for expanding research on the China market

Investment Compliance: Not “just controls” but effective portfolio management

Investment banking industry – Trends to watch in 2021

Instrument data infrastructure – Its importance in an effective investment compliance environment

The art of generating alpha: Investment strategies at play

Consumer Psychoanalysis – Bright Prospects for Market Research in the COVID-19 Era

Impact of the global lockdown – A perspective on investment management and compliance

COVID-19: How it has boosted the US primary investment-grade bond market

China’s “new consumption” boom – dawn of the next decade investment opportunity

Work-hour restrictions in South Korea and Japan – Impact on and solutions for investment banks

MiFID II and investment firms’ challenges in terms of reporting requirements

Investment Compliance and Best Practices

Digitization in Investment Banking – Turning Disruption into Opportunity

Unlock the potential of your research data

Two Thirds of Asset Managers Will Accelerate Spending on Fundamental Research by 2022

Challenges faced in coding of investment restrictions

How understanding the lollapalooza effect can help us identify great investment opportunities

Responsible Investing – An Investment Communication Perspective

New Hybrid Workforce in Investment Banking

Impact of Research on Private Wealth Management

Hello! I Am a Co-investment Deal

Measuring Success in Research Automation – Cost Savings or Value Addition?

Rethinking Research Publishing: Offshoring Supervisory Analyst Review

Key findings from the 2017 global annual survey of asset management investment teams

Copal Amba CEO, Rishi Khosla, comments on Reuters feature, “China stock researchers in demand to comfort foreign cash”

Rishi Khosla, CEO of Copal Partners, the leading outsourced research company for the financial services sector, has won Ernst & Young’s prestigious Entrepreneur of the Year Award for London and The South.

Societe Generale Private Banking Outsources Research

Moody’s Acquires Amba Investment Services

Outsourcing comes to Investment Banks

Societe Generale Private Banking teams up with Copal Partners to strengthen Equity Research

Equity Research’s Passage to India

Researching Big Gains

Ex-Goldman Research Head to Advise Copal

Outsourcing Firm Boosts Research

M&A Wave Boosts Research Outsourcer

Quantitative Services for an European Investment Bank

Global Annual Survey of Asset Management Investment Teams 2017

The impact of MiFID II on the buy-side research process

Enabling Private Equity Firms to Ride the Co-investment Wave

Creating on-the-ground equity research capabilities in China

Changing dynamics in global fixed income markets call for rigorous fundamental research

Leveraging Offshore Research and Analytics, published in Acuity Knowledge Partners Risk Perspectives: Integrated Risk Management

Moody’s Acquires Amba Investment Services

Sell side research: Challenges and Solutions

The Real Economics of Research Outsourcing

Helping sell-side research eliminate publishing bottlenecks and deliver high-quality research

Change to Thrive: How Structural Changes in Fixed Income Markets are Compelling Asset Managers to Rethink their Research Strategy

Provided Equity Research for a Top 15 Global Financial Organizations

Equity Research Support for a Europe Based Asset Manager

Anusha Vuyyuru

Large GCC banks in an interest-rate downcycle environment

Sanjay Heisanam

Priyanka Tiwari

Understanding price action of gold in 2024 and its equity play

Nitish Marwah

Mahati Rao

Impact of Higher for Longer Fed Rates on US Housing Sector

Manish Joshi, CFA FRM

Nitin Ram

Huijuan Luo

Liguo Xin

Ying Liu

Yue Zhang

Saksham Khanna Bose

Nihir Fleming

Rise of eSports: beyond traditional gaming

Ma. Daniela Barrantes

Shekhar Jha

Samrat Prabhu Dessai

Sathiaseelan Sathiamoorthy

Nuwan Jayawardana

Dinesh Ahuja

Yaran Li

The secret of customised marketing material

Hedge fund trends in 2024

Mihindu Samarasinghe

Pulasthi Abeywardena

Sadma Umagiliya

Tyra De Silva

Sunil Tammannavar

Love Mahani

Strategizing to Mitigate Pressure on Margins

Premchand Kandasamy

Abel Corrales

Hiruni Tiara Abeywickrama

India’s virtuous cycle of evolution

Hengrui Zhang

Huijuan Luo

Avishek Suman

Mohit Mittal

Rathnakala Kumaragurunathan (Rathi)

Ramesh Punugu

Alejandro Wittmann

Subhrojyoti Mandal

Anindita Mitra

Wealth management – overview, advisor’s role, disruptions and industry response – Part II

China property market: Government plays a pivotal role in the real estate market

The payment landscape in the metaverse

Navaneet Gandhi

Siddhartha Chabria, CFA®

Wellness industry trends – 2023

Chathura Weerasooriya

Sasitha Edirisinghe

Tushar Prabhakar Midge