S&P Global Offerings
Featured Topics
Featured Products
Events
S&P Global Offerings
Featured Topics
Featured Products
Events
S&P Global Offerings
Featured Topics
Featured Products
Events
S&P Global Offerings
Featured Topics
Featured Products
Events
Corporations
Financial Institutions
Banking & Capital Markets
Economy & Finance
Energy Transition & Sustainability
Technology & Innovation
Podcasts & Newsletters
Corporations
Financial Institutions
Banking & Capital Markets
Economy & Finance
Energy Transition & Sustainability
Technology & Innovation
Podcasts & Newsletters
Case Study — 21 May, 2021
Highlights
The investment team needed to closely monitor industries and dig deep into specific companies to stay on top of developments with the firm’s existing portfolio and spot attractive opportunities.
Asia-based PE/VC firms are overwhelmingly optimistic going into 2021, with the majority of respondents to an S&P Global Market Intelligence survey[1] expecting to see fundraising conditions improve and their focus shift toward making new investments. While the specter of the COVID-19 pandemic still looms large, as is somewhat indicated by the top three sectors gaining attention — IT, Consumer and Healthcare respectively — respondents are also preparing for other risks, including the speed of technological changes and changing consumer behavior. In addition, for many 2021 will see a widespread commitment to improving, or at least addressing, ESG-related factors.
The investment team at this leading firm is charged with identifying potential portfolio companies that have steady and reliable cash flows that would help the firm meet its interest payments. The team is also responsible for monitoring existing portfolio companies to pinpoint any important developments that could affect their financial outlook.
Pain Points
The investment team needs to gather as much information as possible to adequately assess developments with the firm’s current portfolio and identify potential new candidates. The firm was a long-time user of S&P Capital IQ’s platform for detailed company financials and analytical capabilities and wanted to supplement this with brokerage research. In particular, there was an interest in having:
In addition, the investment team required personalized logins to benefit from a tailored service (e.g. granular alerts, dashboard) to enhance user workflows, efficiencies and timeliness.
The investment team spoke with S&P Global Market Intelligence (“Market Intelligence”) about its offering in this area.
The Solution
Market Intelligence described its Aftermarket Research offering that includes contributions from top global and regional firms, such as J.P. Morgan, UBS Investment Bank, HSBC, Deutsche Bank, Macquarie, Nomura Securities, Credit Suisse, CICC, Barclays, and RBC Capital Markets. Citigroup research is available exclusively as part of the offering. Access to this rich information would enable the team to:
Access expert market views on companies and industries.
The Aftermarket Research collection features more than 32million reports from 1,970+ global investment research providers, including small- to middle-market brokers,[2] to help users gain essential perspectives on the companies, sectors, and industries they track. Users can search on numerous fields, including:
Searches can be saved for quick retrieval, and users can learn about a report of interest before downloading, using precision search capabilities to evaluate:
In addition, users can:
View this information along with additional company financials.
The S&P Capital IQ platform, an offering of Market Intelligence, is a single source for a powerful array of financial data, Aftermarket Research, and analytics. The web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.
Key Benefits
The investment team was impressed with the breadth of our Aftermarket Research coverage and the ability to easily access it through the S&P Capital IQ platform along with other financial data. In particular, they saw value in being able to:
Download the full report
Infographic
Sign up for our newsletter