SG Analytics, a best managed company by Black Book of Outsourcing, is a leading research and analytics KPO outsourcing firm which provides a range of services to financial services companies, market research companies and business research firms. Our customized solutions for data management, investment research, equity research, data processing, business research and business analytics can help both large and small organizations to manage their costs and workflow, thus enabling our clients to focus on their core business. Led by a team of internationally experienced professionals, SGA has emerged as one of leading KPO outsourcing firms (Ranked Top-50 “Best Managed” Outsourcer 2010) out of India thanks to our focus on client commitment, consistent quality and a vibrant internal team culture.

1. Research & Analysis Experts

2. SGA Overview
 SGA is a global provider of end-to-end research and analysis services
 Our clients include financial services companies, large corporates and market
research firms across US, Europe and Middle East
 Our global delivery centre is based out of Pune, India which is known as the
‘Oxford of the East’
 SGA is powered by a pool of talented MBAs and CFAs from reputed institutes
with diversified experience across sectors and markets
Recognition by Clients
Ranked 3rd as “Leading Provider of Knowledge Process Outsourcing Services
Globally for Overall Satisfaction” 2010 by Black Book of Outsourcing
Ranked as one of the top 50 best managed services companies in the world by
DataMonitor (ranked 20th, top 1 percentile amongst 2751 companies) in 2010
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3. Services Snapshot
Investment Research
 Equity & Sector Research Analytical Services
Business Research  Financial Modeling & Valuations
 Idea Generation  Tick Data Management & Analytics
 Industry Reports  Tracking & Analyzing News & Events  High Frequency Strategy Analytics
 Investment Memorandums  Trading Algorithm Development and
 Pitch Book & Marketing Collaterals Maintenance
 Media Monitors & Newsletters  Customer Analytics
 Company Screening & Profiling  Customer Profiling, MIS Reporting &
 Business Feasibility Studies Identification of New Up-Sell / Cross-Sell
Opportunities
 Customer Data Aggregation, Cleansing
and Segmentation
Research
Fund Sales & Marketing &
Market Research
 Fund Factsheets
Analytics
 Primary Research(CATI and CAWI)
 RFP/RFI Completion
 Desk Research
 Due Diligence Questionnaires
 Survey Programming
 Survey Responses
 Data Services
 Consultant Database Updates
 List Generation
 Sales and Marketing Flyers
Tax Compliance / Valuation Services
 Private Company Valuations (IRC 409A)
- Financial Modeling
- Value Allocation
 ESOP Valuation (SFAS 123R)
- Stock Option Valuation Modeling
- Expensing Schedule
 Report Writing
 Audit Support 3

4. Approach
 Experienced professionals interacting with client project owners to rapidly
High end client interface conceptualize solutions
 Offshore team primed to absorb large volumes with rapid response
Scalable & cost
 Capacity to absorb large scale work volumes
efficient delivery with
offshore leverage
Application of domain  Ability to understand and respond to evolving client needs
expertise  Flexibility to change teams based on requirements
& flexibility to client
needs
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5. Delivery Team Profiles
 More than 15 years of international working experience in Europe, US, India or Middle East
 Direct experience of Equity & Credit Research, Asset Management, Investment Banking,
VP’s Commercial Banking, Structured Finance, Private Banking or Consulting
 Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University
etc.
 More than 10 years of international working experience in Europe, US, India or Middle East
 Direct experience of Research and Analysis covering different Markets & Asset Classes
Associate VP’s  Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University
etc.
 5 plus years of working experience in the Financial Services Industry
 Direct experience of Research and Analysis covering different Markets & Asset Classes
Senior Analysts
 Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or
India often with engineering degrees from institutes such as IIT
 3-5 years experience in Research & Analysis
Analysts  Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis
often with engineering degrees from institutes such as IIT
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6. Client Segments
 Investment & Private Banks
 Asset Management Firms
 Fund Administration Companies
 Corporate Finance & Investor Relation Firms
 Private Equity Companies
 Market Research Firms
 Large Corporates
 Business Valuation Firms
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7. Service Impact for Clients
Increased research  Sector expertise
coverage  Multiple language coverage (German, French etc.)
Improved analytics for  Working with unstructured data & deriving key insights
decision making  Use of external research
Higher impact to end  Increased distribution of marketing information
clients and investors  High quality presentation
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8. Key Contacts
Europe
Ahmed Hakki, Vice President
ahakki@sganalytics.com
+41 79 576 15 86
United States
Michael de Coux, Director
michael.decoux@sganalytics.com
+1 917 653 8996
Asia
Simran Wadhwa, Senior Manager
simran@sganalytics.com
+91 985 0248 555
Disclaimer:
No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical,
photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’
databases. For detailed sourcing information contact SG Analytics.
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9. Appendix
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10. Financial Services – Sell Side
Investment Research Business Research Daily Briefings Private Client Profiling Quantitative Analytics
 Equity research  Investment memorandums & Regular (daily / weekly)  Identification & profiling of  Tick data
pitch books coverage on: UHNWI’s based on tracking management
 Valuations of wealth generation events
 IPO fact books  Equity markets  Quote tick
 Financial modeling support to  Both detailed & snap shot analytics
the existing resident analyst  Prepare & publish annual &  FX & FI profiles provided
quarterly reports based on a  High frequency
 Deep sector research company’s audited & unaudited  Sectors & companies strategy
balance sheet analytics
 Thematic studies  Special events
 Policy & compliance news
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11. Financial Services – Buy Side
Market Intelligence Marketing & Sales Support Investment Research Quantitative Analytics
Weekly global product launch  Fund pitchbooks & fund launch  Equity research  Tick data management
monitor tracking all major brochures
investment product launches.  Valuations  Quote tick analytics
Products covered include equity  Analysis of funds vis a vis peers in
terms of performance & net flows  Financial modeling support to the  High frequency strategy
funds (incl. ETF), fixed income funds,
existing resident analyst analytics
balanced funds, hedge funds, private
 Analysis of fund flows across different
equity funds, real estate funds,  Deep sector research
markets
commodity funds, mixed asset funds
& structured products  ROI estimation on different  Thematic studies
marketing activities
 Deal support
 Update & maintenance of latest fund
information on global management
databases
 Respond to RFIs /RFPs /DDQs using
pre defined templates & softwares
such as Kadient
 Updating & publishing fund fact
sheets
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12. Financial Services – Commercial Banks
Online Customer Analytical Customer Data Aggregation, Customer Profiling, MIS Channel Usage Analysis Customer & Product
Workbench Cleansing & Segmentation Reporting & Identification Profitability Analysis
of New Up-sell / Cross-sell
Opportunities
Build an analytical  Integrate customer data  Profile customers deeply  Analyze channel usage  Build profitability
workbench using customer from multiple back-end based on their CRM data, trend by customer models at the product ,
data from multiple sources systems & use key metrics & asset / segment to highlight customer segment or
to: sophisticated tools for liability balances usage patterns, SLA discrete customer level
best data selection deviations & service gaps to identify profit drivers
 Test segmentation  Build sales dashboard for
scenarios  Improve data quality management which  Benchmark existing  Analyze customer profile
using statistical tools for highlight performance & channel usage to best-in- & transaction data at the
 Analyze customer data by cleansing & normalisation linkage to sales KPI’s class practices & build product level using
segment, line of business, channel roadmap to close sophisticated
relationship managers &  Segment customers to  Identify strategic & the gap multivariate regression
others align them to business tactical up-sell / cross-sell models to identify
objectives & build opportunities in the  Identify opportunities to actionable steps to drive
 Identify business multiple segmentation existing customer base migrate customers to low higher profitability
opportunities based on models cost channels
codified business rules
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13. Financial Services – Fund Administrators
NAV Calculation Support Reconciliations Support Accounting Support
Calculations & reporting of: Corporate actions & cash  Daily accounting, recording &
reconciliations maintenance of all investment
 NAV
activities including multi
 Dividend accruals currency accounts
 Total expense ratio (TER)  Valuation of the underlying
instruments in a PE fund
 Taxable income by jurisdiction
 Valuation of illiquid financial
 Security lending income instruments
 Book cap stocks
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14. Financial Services – Financial Information Providers
Data Aggregation Database Creation &
Editorial Writing
Updates
Support regular maintenance & Creation of specific back end  Snapshot information on companies,
update of information products databases to support organized sectors or countries
related to financial services storage of information
industry  Summarisation of impact of regulatory
& compliance related news
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15. Non - Financial Services – Corporates
Business Development Corporate Strategy Investor Relations
Support
 Customer analytics  Corporate profiles  Benchmarking company’s financial performance
relative to its peers
 New client briefing packs
 Investor analysis, relative valuation analysis, share price
 Pitch books  Industry and market reports and trading volume analysis
 Request for information /  Qualitative and descriptive analyst presentations
Request for proposal support providing company and competitor analysis
 New market entry opportunity
 Newsletters and updates on analysis  Analyst briefing packs
industry and peers
 Assisting in preparation of annual and quarterly reports
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16. Non - Financial Services – Business Consulting
Industry & Competition Company Analysis Information / Data
Research & Analysis Aggregation
 Deep sector research  Company analysis reports  Company filings from annual and
quarterly reports and company
 Comprehensive industry  Financial analysis
presentations
research
 Historic and forecast analysis
 Market / industry data from public
 Financial and operational sector agencies and industry bodies
benchmark analysis  Operational efficiency
 Industry landscape SWOT  Pricing analysis
analysis
 Product and client analysis
 Market overviews including key
 Scenario analysis
players, trends and technologies,
historic and forecast analysis  Short and long form company
descriptions & analysis
 Competitive positioning and
intelligence
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17. Non - Financial Services – Market Research
Research Analysis
 Primary Research (CATI and  Sector & company analysis
CAWI)
 Market entry analysis
 Desk Research
 Customer satisfaction research
 Survey Programming analysis
 Data Services
 List Generation
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