Accelerating Time to Insights

Research

Credit Research Solutions

Providing bespoke actionable credit insights across diverse assets classes to enable alpha generation and robust portfolio monitoring and surveillance.

Our Credit Research solutions provide support throughout the investment lifecycle. We enable our clients’ investment process across idea generation, research and underwriting, documentation, and portfolio monitoring. Our technology-backed solutions enable deeper & rapid evaluation of ideas, and in-depth financial analysis. We don’t stop at just fundamental analysis, we triangulate our recommendations with our proprietary ESG (Environmental, Social and Governance) ratings, and Sector Attractiveness ratings and generate actionable insights.

Invaluable Market Experience

Our Research and Insights propel investment decisions for diverse clients including Asset Managers, Alternative Investment Managers, Hedge Funds, Pension Funds, Investment Banks and Private Equity Firms. Our diverse network of global analysts leverage proprietary frameworks and Big Data platform to generate incisive insights that guide better investment decisions across asset classes.

1. Investment-grade Bonds
2. High Yield Bonds
3. Distressed Debt
4. Syndicated Leveraged Loans
5. Unitranche
6. Story-Credit Unitranche
7. Convertibles
8. Special Situation Credits
9. CRE Debt

With a broad range of market experience, Sutherland teams are also adept in working with Structured Finance Products such as Asset-backed Securities, Collateralized Loan Obligations, and Residential Mortgage Base Securities.

Fundamental Credit Analysis

We work closely with our clients to provide a broad range of Fundamental Credit analysis and portfolio monitoring services.

1. Credit Analysis
2. Cash Flow Modelling, including Forecasted 3 Statements and Scenario Analysis
3. Relative Value Analysis
4. Event-Driven Updates
5. De-Leveraging Analysis
6. Ratings Action Analysis
7. Covenants Analysis
8. Recovery Analysis
9. Credit Scoring
10. Alternative Data Analysis

Value-Added Expertise

We bring deep asset class experience and extensive sector expertise to uncover the hidden insights on your Credits under watchlist. This includes delivering Bespoke Credit Memos, Investment Reports, and Extensive Financial Models incorporating customizations by expert Graphics and Editorial teams.

"Your model building and reconstruction is remarkable for its accuracy and speed, and you saved me several weeks of work, which I greatly appreciate."

– Global Distressed Asset Manager

Research

Equity Research Solutions

We deliver unique industry-leading, independent Equity research to propel investment decisions for diverse clients including Asset Managers, Hedge Funds, Pension Funds, Investment Banks and Brokerage Firms. Our diverse network of global analysts leverage proprietary frameworks and Big Data platform to generate incisive insights that guide better investment decisions across asset classes.

We enable buy-side firms to make informed and timely investment decisions while helping sell-side firms to scale and differentiate from their competition.

Sutherland’s custom buy side Equity Research solutions provide support throughout the investment lifecycle. These include idea generation, research and underwriting, and portfolio monitoring. Our technology-based Research & Analytics solutions enable alpha generation, deeper and faster idea evaluation and robust portfolio monitoring and surveillance.

We also provide custom sell-side equity research solutions. These include initiating coverage reports, coverage maintenance and help our clients to differentiate by embedding primary research and alternative data analysis.

Who We Serve

Our custom Equity Research team serves Asset Managers, Pension Funds, Alternative Investment Managers, Hedge Funds, Private Equity firms, Sell-side Research firms, Independent Research firms and Brokerage Houses. We support diverse investment strategies including:

1. Value Equity
2. Growth Equity
3. Emerging Markets
4. Special Situations
5. Long-short
6. REIT (Real Estate Investment Trust)
7. Private Equity

Facilitating Informed, Investment Decisions at Speed

We provide customized research support to enhance clients' portfolio returns and empower them to make informed, investment decisions at speed.

1. Idea Generation / Thematic Identification of Ideas Equity
2. Investment Memo/ Initiating Coverage Report
3. Idea Evaluation/ Financial Modelling
4. Portfolio Monitoring & Maintenance of Coverage
5. Thematic & Sector Research
6. Market Monitoring & News
7. Macro-Economic Research
8. Database Creation & Maintenance

Value Added Expertise

1. Alternative Data Analysis
2. ESG Data Analysis (Environmental, Social, and Governance)
3. Primary Research /Channel Checks

Our Research Approach

The combination of our custom technology solutions and our market experience enables us to provide a unique blend of fundamental, operating, ESG (Environmental, Social, and Governance), and alternative data analysis.

"A very well-written report with great storytelling has generated a lot of interest in one of our key activist clients."

Research

Investment Banking Research Solutions

Our Investment Banking Research Team deliver domain-driven deeper insights at speed for M&A and Financial Advisory organizations. We provide support across the entire deal life-cycle including business development, pitch books and deal support, and market tracking.

Our analytics-driven research solutions enable insightful client discussions, more accurate valuation, and faster market responses. Our Teams serve Investment Banks, Transaction Advisory firms, Consulting Houses, and Private Equity & Venture Capital firms.

Stay Ahead, Keep Close Track of Market and Generate New Leads

“Thank you again for all your hard work. I highly endorse Sutherland's quality and professional research services."

Research

Business and Market Research Solutions

With over two decades of experience in business and market research, we work with clients across various industries and functions to provide highly customized and tailor-made solutions. This includes market assessment, market sizing and opportunity assessment, market entry strategy, competitive intelligence, thought leadership and feasibility studies.

• Market Research
• Business Research

Research

Intelligent Data Management Solutions

We help organizations stay a step ahead with cutting-edge data solutions. Our technology provides increased speed and accuracy of data to drive efficiency, profitability, and growth, meaning organizations receive customized, high-quality data as a result of tech-enabled audits and RPA-supported data aggregation techniques.

Sutherland’s AI Powered Analytics and Intelligent Data Management Solutions (IDMS) include exhaustive data management features - aggregating data from text, audio, infographics, video, and podcasts to data validation, scrubbing, maintenance, updates, reporting, and dashboarding.

1. Data research & collection, conversion, tagging, and scrubbing (web scraping)
2. Tech-enabled data audits and data reporting
3. Dashboards (PowerBI, Tableau, Smartsheet, and Sutherland proprietary tools)
4. Database maintenance & updates
5. Market Intelligence via reports, newsletters, dashboards
6. Custom, ad-hoc and syndicated data research and reports
7. Syndicated market research analysis & reports

Custom Data Gathering and Aggregation

Our custom Data Gathering and Aggregation services can source data from any format and further validate and transform it into meaningful insights. Our customers include market data and intelligence providers (generalists as well as sector-specific databases), consulting firms, private equity and venture capital firms and corporates. Within these organizations we work with a variety of business functions ranging from Data Operations, Sales & Marketing, Publishing & Syndicated Reports, and Customer Experience.

Consistent, High-Quality Data

Data accuracy and recency is the first step to build powerful insights. Our proprietary tools in machine learning and RPA are deployed at varying stages of data gathering and scrubbing to ensure that our data analysts work with high-quality data at all times. With accurate Data Reporting and Dashboarding, we deliver meaningful insights to support the goals and transformative actions of our clients.

Analytics, Dashboarding and Powerful data visualization

Meaningful and powerful visualization of data in the form of dashboards or reports, is the final step of delivering intelligent insights. With the power of AI analytics, we provide relevant insights that can empower business decisions. You can trust us to handle complex data analysis and deliver custom powerful message-driven decks, syndicated reports, newsletters, datasets and dashboards.

“It is also commendable how the team is always willing to take on additional responsibility and add value. They did a fantastic job and no errors were found.”

– Head of Data Research Operations, a US based healthcare market data and custom research consultancy