Investment firms are in constant finding of right stocks, hence, finding the appropriate source for equity research services becomes a hurdle, therefore, we at Penterra Analytics, provide quality equity research that includes both buy – side and sell – side researches.

Equity Research

  • Financial modeling with historical financial data, structured forecast models, valuation, and sensitivity analysis
  • Qualitative and quantitative information on company background to help form opinion and take decisions
  • Comprehensive company and sector reports aligned to your business requirements
  • Periodic updates on news and events relevant to your industry
  • Spot accounting irregularities and corporate governance issues before investing in long-term ideas through forensic research

Fixed Income and Credit Research

  • Support across the fixed income life cycle including identifying investment opportunities, evaluation of prospective investments, and monitoring coverage universe
  • Custom support across the fixed income spectrum including investment grade, high yield, and distressed debt
  • Qualitative and quantitative support across fixed income products including leverage finance, money markets, structured finance, US public finance, and convertibles
  • Coverage across developed and emerging markets
  • Cash flow models, indenture screening, covenant headroom monitoring, stress testing and scenario analysis

Index and Quantitative Research

  • Pre-index rebalance analytics, monitoring and tracking of index events, and post-index rebalance analytics
  • Create alpha and add value to current and new trading strategies – create and backtest trading strategies and construct portfolios across multiple risk attributes
  • Develop and validate risk models covering credit risk, investment risk, and operational risk
  • Expertise across multiple data sources covering fundamental and estimates data, fund flows, global macro, pricing data, ownership, and ESG data

Macroeconomic Research

  • Country reports, thematic reports, research papers, and commentaries on data releases
  • Economic calendars, data aggregation from vendor feeds, and government websites
  • Asset allocation and portfolio construction optimizers, efficient frontiers, and analysis
  • Econometric modeling and forecasting using multidimensional panel data