Financial Model of 20-year Sock Exchange Data
for Critical Investment Decisions

Requirements – Financial Research and Modeling of Stock Exchange Data

As part of their nature of business, the client wanted to investment in certain high-value stocks and had the requirement of a financial model of the 20-year stock exchange data. After learning about Research Optimus (ROP) and our business valuation, financial risk analysis, and other financial research services from the web, the client approached us with both data collation and financial model of it for their investment decisions.

As the first part of their requirement, the client wanted our analysts to collate data on the following data pointers:

• After understanding the assisted living market in the US, ROP’s analysts formed a detailed set of questionnaires to align the market data and the client’s plans.
• Based on the research and the client’s business objectives, our analysts prepared the business plan covering the following elements:
  1. Company name with industry details
  2. Country of incorporation
  3. Country of primary listing
  4. Stock volatility
  5. Sharpe ratio
  6. Sortino ratio
  7. ESG datapoints
     1. Sustainalytics rank
     2. ESG disclosure score
     3. RobecoSAMTotal Sustainability Rank

Also, if the Sortino ratio is not available in any database, then, the client had requested us to calculate that for them.

Change of Scope Was the Challenge
that Our Analysists Handled Well

There wasn’t much challenge in this stock exchange data collection and financial modeling project except the change the scope. Initially, the client wanted our team to collate the data from the year 2007 till 2020 and develop the model. However, then the client wanted us to collate data from 2000 till 2020 and prepare the financial model. However, our ream had created a template for data collection and storage at one place for hassle-free modeling. So, with the allocation of an additional resource for data collation of the remaining years, there was no impact on the delivery timeline.

The Financial Modeling Process Followed for This Project

After the initial discussion with the client, the requirements were finalized and our analysts at ROP started working on the project. The process steps were as follows:

• After understanding the assisted living market in the US, ROP’s analysts formed a detailed set of questionnaires to align the market data and the client’s plans.
• Based on the research and the client’s business objectives, our analysts prepared the business plan covering the following elements:
  1. Our financial analysts created the database with all the fields specified by the client.
  2. With an extensive secondary research, all the required stock exchange data was collected.
  3. Our team created the financial model based on the client’s inputs and send that to the client.
  4. The client accepted the model and we sent all the support documents as part of our final project deliverable.

The Insightful Financial Model Helped the
Client in Taking Key Investment Decisions

Apart from the quality of the data and accuracy of the financial model, the client appreciated ROP’s proactive efforts to meet the agreed timeline irrespective of the change in the project scope. Also, the model analysis report from our analysts in the form of a support document was indeed helpful for the client in their decision-making process. If you are in need of any secondary market research or are looking for precise financial modeling service, contact us.

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