Expertise

AGR’s global expertise in the asset management ecosystem is corroborated by the fact that it has executed over 1600 assignments in various geographies that included asset management companies, insurance, private wealth managers, investment managers and hedge funds

AGR’s capabilities and expertise spans across the length and breadth of the asset management universe. We have extensive experience in catering to various clients in the Asset Management space that includes asset management companies, insurance companies, private wealth management organization, investment management firms (institutional) and hedge funds, and have executed more than 1600 assignments in this space. With our comprehensive offerings of research and analytics services, we enable our clients within the asset management universe to focus more on investment strategies and business development in order to continuously improve the performance of assets under management (AUM).
Our service offerings in the asset management space includes:




  • Portfolio Management Services
    • Portfolio analysis
    • Portfolio performance
    • Portfolio attributions
  • ESG analysis
  • Equity research
  • Economic analysis
  • Valuation analysis
  • Market analysis
  • Profiling



Execution Statistics:

By Type of Assignments

By Client Type

By Geography




Assignment

With over 1600 assignments under its belt, AGR has developed significant capabilities and has catered the entire spectrum of the asset management space

  • Dedicated model support to an US based AMC to calculate daily NAV, churn and AUM value
  • Monthly report on portfolio analysis, performance and attributions for a Private Wealth Manager based in US
  • FTE model engagement with an European Wealth Management Company for portfolio management services support
  • Fund performance services support on a dedicated model basis for a GCC based asset management company
  • Institutional research support to an investment management firm for portfolio analysis services
  • Screening of environmental, social and governance criteria and presenting our analysis along with recommendation on the company if it is ESG complaint for a US based asset manager
  • Screening of 3000+ companies across sectors globally on socially responsible investing (SRI) criteria for an asset management company based in Europe
  • Daily preparation of stock dashboard on market multiples and stock performance of 200 stocks for a US based portfolio manager
  • Dedicated model support to a hedge fund based in India for preparation and regular updation of financial models across sectors
  • Earnings analysis support for a universe of 300 stocks across sectors globally covered on a quarterly basis for an asset management company based in Europe
  • Preparation and updation of financial database of 150+ stocks across sectors in Africa for a hedge fund based in Africa
  • Preparation of asset allocation map across different asset classes in US and Europe for a private wealth management organization based in GCC
  • Preparing meeting and investment notes, and spreading financial analysis of a universe of 350+ stocks in Asia-Pacific for an investment company based in Asia
  • Dedicated research support for a GCC based wealth manager covering 200+ stocks in GCC, Middle East and Africa
  • Monthly investor newsletter summarizing the stock performance and analysis for the clients of a portfolio manager based in US
  • Credit notes spreading the analysis and evaluating credit quality of 250+ companies for an asset management company in Europe
  • Dedicated model support to a fund manager in US for spreading credit rating analysis of companies across sectors in the US
  • Analysis of major economic indicators and their impact on sectors and stocks for a US based asset management company
  • Preparation of asset allocation map across different asset classes in US and Europe for a private wealth management organization based in GCC
  • Preparing quarterly economic newsletter summarizing the economic performance, leading indicators and commodities for GCC based wealth manager
  • Analysis of oil price movement and its impact on the global economy, demand-supply, sectors and stocks for a GCC based investment company
  • Dedicated model support to a hedge fund based in GCC for preparation of financial and valuation models of stocks across sectors and regularly updating it
  • Fundamental write-ups, financial and valuation model based on FTE engagement covering 300 stocks for an Asia-Pacific based asset manager
  • Comp sheet analysis of stocks across sectors in US for an US based asset management company
  • Industry analysis, company analysis and financials across various sectors for a private wealth management organization based in the GCC
  • Sector attractiveness study for identifying investment opportunities for a US based investment company
  • Preparation of company profiles for one of the leading insurance company in the US that helped them to do risk profiling for their clients