Asset Managers

Asset managers are operating under challenging conditions. They need to differentiate and outperform in an environment characterized by asset outflows, asset value corrections, and cost constraints. At the same time, there are significant investment opportunities amidst the current market wreckage that need to be investigated and acted upon. Sell-side research remains under pressure with fewer analysts, many of them with limited experience and rapidly shrinking stock coverage. Amba Research offers asset managers a superior alternative to supplement their research across the entire idea generation-idea validation-stock selection spectrum. Equity-focused asset managers leverage Amba for coverage initiation, coverage maintenance, financial modeling, absolute and relative valuation. In addition, Amba supports thematic research, idea filtering (screening, profiling and analysis), data collection and presentation, news/events tracking and analysis, competitive advantage analysis, and broker research comparisons.

Fixed income-focused asset managers leverage Amba for bond/securities selection, portfolio construction, coverage initiation and research maintenance. Services offered include high grade, high yield and crossover credit analysis, recovery valuation and distressed debt analysis, modeling and sensitivity analysis for convertible/hybrid bonds and option valuation, relative bond valuation, bond swap ideas within capital structure, portfolio strategies support, bond screens development based on trading algorithms and strategies and company visits/management discussions to evaluate investment proposals.

Amba’s Quantitative Services group supports Chief Investment Officers and Portfolio Managers with developing stock/bond screens, analyzing pair/stub trades, quantitative reporting, factor selection, multi-factor model development, back-testing, portfolio simulations and performance measurement. The team can also support the development of equity, option, and index investment and hedging strategies, develop, back-test and manage customized indices and in data extraction from either data providers or from client systems.

To learn more about Amba’s services for Asset Managers email us or find your local contact