Asset Management Services
from Research Optimus
Research Optimus (ROP) is a renowned Asset Management Support services provider that offers practical ways to shrink your action list to a more manageable quantity. Asset Management Companies, ETF providers, and Fund Research Companies rely on ROP for outsourcing their research projects.
Our experience as a white-label service provider has led to successful collaborations with research agencies as well as MNCs, SMEs, and startups from across North America, Europe, and Australia.
Located in Bangalore, India, ROP can help asset managers with their comprehensive collection of asset management services and offer timely, high-quality, and cost-effective solutions.
Contact Us
Our Asset Management
Service Expertise
Here are 22 ways that Research Optimus can lend an expert hand:
- Cross-Asset Class Reports
Our team can provide detailed reports about different asset classes, ETFs, asset-backed securities, and structured products.
- Fixed Income Market Analysis
Our research team provides an ongoing evaluation of macroeconomic trends, global liquidity, central bank policies, and interest rates.
- Portfolio Review
Our approach to reviewing portfolio performance includes correlations, charts, and asset allocation data.
- Client and Investor Presentations
We can convey information with the help of clear presentations and help asset managers to introduce products via a high-quality presentation format.
- Regulatory Compliance
We make it easier to keep up-to-date with regional, national and global investment regulations impacting investment practices while maintaining transparency.
- Data Management
We can organize, structure, cleanse and validate asset management data at all key points while our support team will prepare DPM report updates, update databases, provide due diligence support and produce structured data summaries with vital charts and statistics to facilitate decision-making.
- Industry Reports
ROP can prepare specialized reports addressing specific sectors and industries, such as PEST analyses and industry forecasts.
- Forex Market Analysis
ROP can provide performance analysis of foreign exchange markets to include important currency pairs.
View More - Financial Modeling
We can create financial models encompassing debt analysis, long-term and short-term forecasts, multi-asset or stand-alone portfolio valuation, and stock/bond valuation.Read more about our financial modeling.
View More - Regular Market Updates and Factsheets
ROP can provide updates on a daily/weekly/monthly/quarterly basis (depending on client preferences) to concisely summarize trends, events, developments, and market performance.
- Reporting Standards
ROP can provide support regarding legal updates and IFRS compliance in different jurisdictions throughout the global economy.
- Tax Compliance
ROP will help ensure that asset managers receive needed guidance about tax regulations such as the U.S. Foreign Account Tax Compliance Act (FACTA) and global tax developments.
- Company Profiles
Our company profiles can include capital structure, SWOT analysis, management strategy, past and current financial performance, and new critical developments.
- Commodities Analysis
We can analyze the overall commodities market and specific sectors such as precious metals, grains, natural gas, and crude oil.
- Idea Generation
We are constantly using data mining and market research to generate new investment opportunities on a global basis that can help asset managers to optimize portfolio returns while minimizing investment risks.
- Pitchbook Updates
A formalized and up-to-date pitchbook prepared by our team can help asset managers make the best possible impression to investors by assembling the most relevant information in an easy-to-use format.
View More - Third Party Information Validation
We provide a practical method of verifying third-party information so that asset managers will be less likely to act upon biased or incorrect data.
- Equity Market Analysis
ROP will provide the most pertinent assessment of global equity markets with features including trend analysis and predictions based on both fundamental and technical research as desired.
- Manager Assessment
ROP can provide an unbiased evaluation of specialized fund managers based upon both qualitative and quantitative factors.
- Investment Funds Monitoring
ROP contributes to asset allocation adjustments by comparing alternative funds according to costs, performance, risk exposure, and investment emphasis.
- Risk Management Support
ROP can help asset managers keep on top of managing risk factors by assessing safety/environment risks, credit risks, compliance risks, and Critical Asset Performance Standards (CAPS).
- Performance Attribution Analysis
ROP can measure active returns and assess portfolio returns based upon a benchmark portfolio.
The Benefits of Outsourcing
Asset Management Services to ROP
When you choose ROP to help you with asset management support services, here are five of the major benefits and advantages that you can expect to realize:
ROP has an experienced asset management support team already in place- You can have immediate access to industry and financial experts without adding to your staff.
ROP represents "state of the art" when it comes to data mining and management- Managing data more effectively can easily provide an edge in comparison to other asset managers, and ROP has more than a decade of proven experience in the highly specialized field of data management.
ROP uses industry "best practices" and will not sacrifice quality- Effective asset management support requires the highest possible commitment to quality, and you will receive a guarantee of high quality from ROP.
ROP provides a "time zone benefit" (for many clients based upon location) that often allows overnight action when required- Due to their location, the ROP team can often work on a time-sensitive project overnight and deliver needed reports, data, or presentations the next morning.
ROP is a "one-stop shop" for asset management support- Instead of relying on multiple providers, asset managers can centralize support services by choosing ROP as their long-term partner for obtaining legal/regulatory research and unbiased investment reports.
Testimonials - What Clients Say
We achieved substantial cost and time savings on several difficult projects. The services provided by Research Optimus was prompt attention to our requests and attention to details were excellent.
Even though most of our communication was done via email, it was extremely easy to work with Research Optimus. Superbly quick turnaround time which was quicker than needed. They were there when I needed them!
After carefully reviewing the documents you provided, we are suitably impressed with the meticulous details and extracted data which is truly high-quality
