Today, both investment and real estate firms require not only more breadth but higher depth of research work at lower profit margins. Resources still need to be of high quality but at considerably lower costs- About 40-50% of the (junior) analyst’s time is spent in data gathering and model updates/maintenance duties, while they could be helping senior analyst/(portfolio) managers in new idea gathering, marketing, gaining corporate access, and client relationships. These new and required tasks are often sacrificed at the expense of high quality maintenance work and the other updates are assigned to less qualified administrative personnel
- Specifically in the case of equity research, trading off larger cap well-covered, well traded names versus smaller cap, less traded names with more client interest (i.e. higher alpha) is difficult. With ValAn Global, you need not make this trade off
- By providing one full time equivalent associate resource to a 3-5 member team, we can typically increase the overall quality and generate 35%-45% more overall research product at significantly lower additional costs
