The customer is a global asset management firm with an investment strategy built around their proprietary approach to global investing. With a research-driven methodology, the customer's strategy optimizes equity allocations to outperform traditional cap-weighted international equity indices. By using well-researched financial data, the customer strives to provide professionally managed portfolios that allow better diversification and liquidity of funds.
The customer's business situation entailed extracting financial data and studying the influence of financial regulations and policies of a country to derive key market indicators and indices. The information derived from 45 different countries formed the groundwork for their global equity allocation methodologies and investment strategies. Monetary and fiscal policies were constantly reviewed, analyzed and updated in accordance with a predefined template. The availability of comprehensively researched and analyzed financial data was a crucial part of their business endeavors.
Our assignment required the researching and collating of financial data from across 45 countries, while ensuring the compliance to pre-defined standards and preparing periodic summaries based on the research.
The challenges that the business requirement posed were as follows -
The Outsource2india approach comprised the following elements -
Our analysts used authoritative and trustworthy websites like the official IMF website and country-specific government sites to conduct their research and derive information with regards to monetary and fiscal policy standards.
The assignment was a 3-month exercise. It required a team comprising of a senior analyst and three research analysts, all of whom worked on a full-time basis. Additional resources were provided as and when required to avoid bottlenecks during the course of the project.
The customer benefitted from a significant improvement in operational efficiency, which was made possible through regaining the focus on core business functions
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