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Research & Analysis Experts
SGA Overview



 SGA is a global provider of end-to-end research and analysis services
 Our clients include financial services companies, large corporates and market
  research firms across US, Europe and Middle East
 Our global delivery centre is based out of Pune, India which is known as the
  ‘Oxford of the East’
 SGA is powered by a pool of talented MBAs and CFAs from reputed institutes
  with diversified experience across sectors and markets

                                                             Recognition by Clients

               Ranked 3rd as “Leading Provider of Knowledge Process Outsourcing Services
               Globally for Overall Satisfaction” 2010 by Black Book of Outsourcing

               Ranked as one of the top 50 best managed services companies in the world by
               DataMonitor (ranked 20th, top 1 percentile amongst 2751 companies) in 2010


                                                                                             2
Services Snapshot


                                                Investment Research
                                              Equity & Sector Research                    Analytical Services
        Business Research                     Financial Modeling & Valuations
                                              Idea Generation                       Tick Data Management & Analytics
   Industry Reports                          Tracking & Analyzing News & Events    High Frequency Strategy Analytics
   Investment Memorandums                                                           Trading Algorithm Development and
   Pitch Book & Marketing Collaterals                                                Maintenance
   Media Monitors & Newsletters                                                     Customer Analytics
   Company Screening & Profiling                                                    Customer Profiling, MIS Reporting &
   Business Feasibility Studies                                                      Identification of New Up-Sell / Cross-Sell
                                                                                      Opportunities
                                                                                     Customer Data Aggregation, Cleansing
                                                                                      and Segmentation

                                                            Research
        Fund Sales & Marketing                                 &
                                                                                              Market Research
   Fund Factsheets
                                                            Analytics
                                                                                       Primary Research(CATI and CAWI)
   RFP/RFI Completion
                                                                                       Desk Research
   Due Diligence Questionnaires
                                                                                       Survey Programming
   Survey Responses
                                                                                       Data Services
   Consultant Database Updates
                                                                                       List Generation
   Sales and Marketing Flyers
                                         Tax Compliance / Valuation Services
                                           Private Company Valuations (IRC 409A)
                                            - Financial Modeling
                                            - Value Allocation
                                           ESOP Valuation (SFAS 123R)
                                            - Stock Option Valuation Modeling
                                            - Expensing Schedule
                                           Report Writing
                                           Audit Support                                                                          3
Approach




                               Experienced professionals interacting with client project owners to rapidly
  High end client interface     conceptualize solutions




                                Offshore team primed to absorb large volumes with rapid response
      Scalable & cost
                                Capacity to absorb large scale work volumes
   efficient delivery with
     offshore leverage




   Application of domain        Ability to understand and respond to evolving client needs
         expertise              Flexibility to change teams based on requirements
   & flexibility to client
           needs




                                                                                                              4
Delivery Team Profiles

                          More than 15 years of international working experience in Europe, US, India or Middle East
                          Direct experience of Equity & Credit Research, Asset Management, Investment Banking,
          VP’s             Commercial Banking, Structured Finance, Private Banking or Consulting
                          Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University
                           etc.


                          More than 10 years of international working experience in Europe, US, India or Middle East
                          Direct experience of Research and Analysis covering different Markets & Asset Classes
      Associate VP’s      Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University
                           etc.




                          5 plus years of working experience in the Financial Services Industry
                          Direct experience of Research and Analysis covering different Markets & Asset Classes
     Senior Analysts
                          Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or
                           India often with engineering degrees from institutes such as IIT




                          3-5 years experience in Research & Analysis
        Analysts          Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis
                           often with engineering degrees from institutes such as IIT

                                                                                                                             5
Client Segments


 Investment & Private Banks


 Asset Management Firms


 Fund Administration Companies


 Corporate Finance & Investor Relation Firms


 Private Equity Companies


 Market Research Firms


 Large Corporates


 Business Valuation Firms


                                                6
Service Impact for Clients




    Increased research        Sector expertise
        coverage              Multiple language coverage (German, French etc.)




  Improved analytics for      Working with unstructured data & deriving key insights

     decision making          Use of external research




   Higher impact to end       Increased distribution of marketing information
   clients and investors      High quality presentation




                                                                                        7
Key Contacts



                                                                                        Europe
                                                                                        Ahmed Hakki, Vice President
                                                                                        ahakki@sganalytics.com
                                                                                        +41 79 576 15 86


                                                                                        United States
                                                                                        Michael de Coux, Director
                                                                                        michael.decoux@sganalytics.com
                                                                                        +1 917 653 8996


                                                                                        Asia
                                                                                        Simran Wadhwa, Senior Manager
                                                                                        simran@sganalytics.com
                                                                                        +91 985 0248 555




Disclaimer:
No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical,
photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’
databases. For detailed sourcing information contact SG Analytics.




                                                                                        .                                                               8
Appendix




           9
Financial Services – Sell Side




      Investment Research                  Business Research              Daily Briefings                Private Client Profiling            Quantitative Analytics


     Equity research                    Investment memorandums &        Regular (daily / weekly)          Identification & profiling of      Tick data
                                          pitch books                     coverage on:                       UHNWI’s based on tracking           management
     Valuations                                                                                             of wealth generation events
                                         IPO fact books                     Equity markets                                                    Quote tick
     Financial modeling support to                                                                         Both detailed & snap shot           analytics
      the existing resident analyst      Prepare & publish annual &         FX & FI                        profiles provided
                                          quarterly reports based on a                                                                          High frequency
     Deep sector research                company’s audited & unaudited      Sectors & companies                                                strategy
                                          balance sheet                                                                                          analytics
     Thematic studies                                                       Special events

                                                                             Policy & compliance news




                                                                                                                                                                      10
Financial Services – Buy Side




   Market Intelligence                      Marketing & Sales Support                     Investment Research                     Quantitative Analytics


   Weekly global product launch                Fund pitchbooks & fund launch                Equity research                        Tick data management
   monitor tracking all major                   brochures
   investment product launches.                                                              Valuations                             Quote tick analytics
   Products covered include equity             Analysis of funds vis a vis peers in
                                                terms of performance & net flows             Financial modeling support to the      High frequency strategy
   funds (incl. ETF), fixed income funds,
                                                                                              existing resident analyst               analytics
   balanced funds, hedge funds, private
                                               Analysis of fund flows across different
   equity funds, real estate funds,                                                          Deep sector research
                                                markets
   commodity funds, mixed asset funds
   & structured products                       ROI estimation on different                  Thematic studies
                                                marketing activities
                                                                                             Deal support
                                               Update & maintenance of latest fund
                                                information on global management
                                                databases

                                               Respond to RFIs /RFPs /DDQs using
                                                pre defined templates & softwares
                                                such as Kadient

                                               Updating & publishing fund fact
                                                sheets




                                                                                                                                                                11
Financial Services – Commercial Banks




 Online Customer Analytical        Customer Data Aggregation,         Customer Profiling, MIS             Channel Usage Analysis          Customer & Product
 Workbench                         Cleansing & Segmentation           Reporting & Identification                                          Profitability Analysis
                                                                      of New Up-sell / Cross-sell
                                                                      Opportunities


  Build an analytical                  Integrate customer data           Profile customers deeply          Analyze channel usage          Build profitability
  workbench using customer              from multiple back-end            based on their CRM data,            trend by customer               models at the product ,
  data from multiple sources            systems & use                     key metrics & asset /               segment to highlight            customer segment or
  to:                                   sophisticated tools for           liability balances                  usage patterns, SLA             discrete customer level
                                        best data selection                                                   deviations & service gaps       to identify profit drivers
     Test segmentation                                                   Build sales dashboard for
      scenarios                        Improve data quality              management which                   Benchmark existing             Analyze customer profile
                                        using statistical tools for       highlight performance &             channel usage to best-in-       & transaction data at the
     Analyze customer data by          cleansing & normalisation         linkage to sales KPI’s              class practices & build         product level using
      segment, line of business,                                                                              channel roadmap to close        sophisticated
      relationship managers &          Segment customers to              Identify strategic &               the gap                         multivariate regression
      others                            align them to business            tactical up-sell / cross-sell                                       models to identify
                                        objectives & build                opportunities in the               Identify opportunities to       actionable steps to drive
     Identify business                 multiple segmentation             existing customer base              migrate customers to low        higher profitability
      opportunities based on            models                                                                cost channels
      codified business rules




                                                                                                                                                                           12
Financial Services – Fund Administrators




   NAV Calculation Support              Reconciliations Support    Accounting Support


   Calculations & reporting of:         Corporate actions & cash      Daily accounting, recording &
                                        reconciliations                maintenance of all investment
      NAV
                                                                       activities including multi
      Dividend accruals                                               currency accounts

      Total expense ratio (TER)                                      Valuation of the underlying
                                                                       instruments in a PE fund
      Taxable income by jurisdiction
                                                                      Valuation of illiquid financial
      Security lending income                                         instruments

      Book cap stocks




                                                                                                         13
Financial Services – Financial Information Providers




   Data Aggregation                  Database Creation &
                                                                      Editorial Writing
                                     Updates

   Support regular maintenance &     Creation of specific back end       Snapshot information on companies,
   update of information products    databases to support organized       sectors or countries
   related to financial services     storage of information
   industry                                                              Summarisation of impact of regulatory
                                                                          & compliance related news




                                                                                                                  14
Non - Financial Services – Corporates




   Business Development                 Corporate Strategy                 Investor Relations
   Support

      Customer analytics                  Corporate profiles                Benchmarking company’s financial performance
                                                                               relative to its peers
      New client briefing packs
                                                                              Investor analysis, relative valuation analysis, share price
      Pitch books                         Industry and market reports        and trading volume analysis

      Request for information /                                              Qualitative and descriptive analyst presentations
       Request for proposal support                                            providing company and competitor analysis
                                           New market entry opportunity
      Newsletters and updates on           analysis                          Analyst briefing packs
       industry and peers
                                                                              Assisting in preparation of annual and quarterly reports




                                                                                                                                             15
Non - Financial Services – Business Consulting




   Industry & Competition                  Company Analysis                         Information / Data
   Research & Analysis                                                              Aggregation

      Deep sector research                   Company analysis reports            Company filings from annual and
                                                                                    quarterly reports and company
      Comprehensive industry                 Financial analysis
                                                                                    presentations
       research
                                              Historic and forecast analysis
                                                                                   Market / industry data from public
      Financial and operational sector                                             agencies and industry bodies
       benchmark analysis                     Operational efficiency

      Industry landscape SWOT                Pricing analysis
       analysis
                                              Product and client analysis
      Market overviews including key
                                              Scenario analysis
       players, trends and technologies,
       historic and forecast analysis         Short and long form company
                                               descriptions & analysis
      Competitive positioning and
       intelligence




                                                                                                                         16
Non - Financial Services – Market Research




      Research                           Analysis


         Primary Research (CATI and        Sector & company analysis
          CAWI)
                                            Market entry analysis
         Desk Research
                                            Customer satisfaction research
         Survey Programming                 analysis

         Data Services

         List Generation




                                                                              17

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SGA Corporate Profile

  • 2. SGA Overview  SGA is a global provider of end-to-end research and analysis services  Our clients include financial services companies, large corporates and market research firms across US, Europe and Middle East  Our global delivery centre is based out of Pune, India which is known as the ‘Oxford of the East’  SGA is powered by a pool of talented MBAs and CFAs from reputed institutes with diversified experience across sectors and markets Recognition by Clients Ranked 3rd as “Leading Provider of Knowledge Process Outsourcing Services Globally for Overall Satisfaction” 2010 by Black Book of Outsourcing Ranked as one of the top 50 best managed services companies in the world by DataMonitor (ranked 20th, top 1 percentile amongst 2751 companies) in 2010 2
  • 3. Services Snapshot Investment Research  Equity & Sector Research Analytical Services Business Research  Financial Modeling & Valuations  Idea Generation  Tick Data Management & Analytics  Industry Reports  Tracking & Analyzing News & Events  High Frequency Strategy Analytics  Investment Memorandums  Trading Algorithm Development and  Pitch Book & Marketing Collaterals Maintenance  Media Monitors & Newsletters  Customer Analytics  Company Screening & Profiling  Customer Profiling, MIS Reporting &  Business Feasibility Studies Identification of New Up-Sell / Cross-Sell Opportunities  Customer Data Aggregation, Cleansing and Segmentation Research Fund Sales & Marketing & Market Research  Fund Factsheets Analytics  Primary Research(CATI and CAWI)  RFP/RFI Completion  Desk Research  Due Diligence Questionnaires  Survey Programming  Survey Responses  Data Services  Consultant Database Updates  List Generation  Sales and Marketing Flyers Tax Compliance / Valuation Services  Private Company Valuations (IRC 409A) - Financial Modeling - Value Allocation  ESOP Valuation (SFAS 123R) - Stock Option Valuation Modeling - Expensing Schedule  Report Writing  Audit Support 3
  • 4. Approach  Experienced professionals interacting with client project owners to rapidly High end client interface conceptualize solutions  Offshore team primed to absorb large volumes with rapid response Scalable & cost  Capacity to absorb large scale work volumes efficient delivery with offshore leverage Application of domain  Ability to understand and respond to evolving client needs expertise  Flexibility to change teams based on requirements & flexibility to client needs 4
  • 5. Delivery Team Profiles  More than 15 years of international working experience in Europe, US, India or Middle East  Direct experience of Equity & Credit Research, Asset Management, Investment Banking, VP’s Commercial Banking, Structured Finance, Private Banking or Consulting  Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.  More than 10 years of international working experience in Europe, US, India or Middle East  Direct experience of Research and Analysis covering different Markets & Asset Classes Associate VP’s  Qualified MBA’s, CFA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.  5 plus years of working experience in the Financial Services Industry  Direct experience of Research and Analysis covering different Markets & Asset Classes Senior Analysts  Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or India often with engineering degrees from institutes such as IIT  3-5 years experience in Research & Analysis Analysts  Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis often with engineering degrees from institutes such as IIT 5
  • 6. Client Segments  Investment & Private Banks  Asset Management Firms  Fund Administration Companies  Corporate Finance & Investor Relation Firms  Private Equity Companies  Market Research Firms  Large Corporates  Business Valuation Firms 6
  • 7. Service Impact for Clients Increased research  Sector expertise coverage  Multiple language coverage (German, French etc.) Improved analytics for  Working with unstructured data & deriving key insights decision making  Use of external research Higher impact to end  Increased distribution of marketing information clients and investors  High quality presentation 7
  • 8. Key Contacts Europe Ahmed Hakki, Vice President ahakki@sganalytics.com +41 79 576 15 86 United States Michael de Coux, Director michael.decoux@sganalytics.com +1 917 653 8996 Asia Simran Wadhwa, Senior Manager simran@sganalytics.com +91 985 0248 555 Disclaimer: No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical, photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’ databases. For detailed sourcing information contact SG Analytics. . 8
  • 10. Financial Services – Sell Side Investment Research Business Research Daily Briefings Private Client Profiling Quantitative Analytics  Equity research  Investment memorandums & Regular (daily / weekly)  Identification & profiling of  Tick data pitch books coverage on: UHNWI’s based on tracking management  Valuations of wealth generation events  IPO fact books  Equity markets  Quote tick  Financial modeling support to  Both detailed & snap shot analytics the existing resident analyst  Prepare & publish annual &  FX & FI profiles provided quarterly reports based on a  High frequency  Deep sector research company’s audited & unaudited  Sectors & companies strategy balance sheet analytics  Thematic studies  Special events  Policy & compliance news 10
  • 11. Financial Services – Buy Side Market Intelligence Marketing & Sales Support Investment Research Quantitative Analytics Weekly global product launch  Fund pitchbooks & fund launch  Equity research  Tick data management monitor tracking all major brochures investment product launches.  Valuations  Quote tick analytics Products covered include equity  Analysis of funds vis a vis peers in terms of performance & net flows  Financial modeling support to the  High frequency strategy funds (incl. ETF), fixed income funds, existing resident analyst analytics balanced funds, hedge funds, private  Analysis of fund flows across different equity funds, real estate funds,  Deep sector research markets commodity funds, mixed asset funds & structured products  ROI estimation on different  Thematic studies marketing activities  Deal support  Update & maintenance of latest fund information on global management databases  Respond to RFIs /RFPs /DDQs using pre defined templates & softwares such as Kadient  Updating & publishing fund fact sheets 11
  • 12. Financial Services – Commercial Banks Online Customer Analytical Customer Data Aggregation, Customer Profiling, MIS Channel Usage Analysis Customer & Product Workbench Cleansing & Segmentation Reporting & Identification Profitability Analysis of New Up-sell / Cross-sell Opportunities Build an analytical  Integrate customer data  Profile customers deeply  Analyze channel usage  Build profitability workbench using customer from multiple back-end based on their CRM data, trend by customer models at the product , data from multiple sources systems & use key metrics & asset / segment to highlight customer segment or to: sophisticated tools for liability balances usage patterns, SLA discrete customer level best data selection deviations & service gaps to identify profit drivers  Test segmentation  Build sales dashboard for scenarios  Improve data quality management which  Benchmark existing  Analyze customer profile using statistical tools for highlight performance & channel usage to best-in- & transaction data at the  Analyze customer data by cleansing & normalisation linkage to sales KPI’s class practices & build product level using segment, line of business, channel roadmap to close sophisticated relationship managers &  Segment customers to  Identify strategic & the gap multivariate regression others align them to business tactical up-sell / cross-sell models to identify objectives & build opportunities in the  Identify opportunities to actionable steps to drive  Identify business multiple segmentation existing customer base migrate customers to low higher profitability opportunities based on models cost channels codified business rules 12
  • 13. Financial Services – Fund Administrators NAV Calculation Support Reconciliations Support Accounting Support Calculations & reporting of: Corporate actions & cash  Daily accounting, recording & reconciliations maintenance of all investment  NAV activities including multi  Dividend accruals currency accounts  Total expense ratio (TER)  Valuation of the underlying instruments in a PE fund  Taxable income by jurisdiction  Valuation of illiquid financial  Security lending income instruments  Book cap stocks 13
  • 14. Financial Services – Financial Information Providers Data Aggregation Database Creation & Editorial Writing Updates Support regular maintenance & Creation of specific back end  Snapshot information on companies, update of information products databases to support organized sectors or countries related to financial services storage of information industry  Summarisation of impact of regulatory & compliance related news 14
  • 15. Non - Financial Services – Corporates Business Development Corporate Strategy Investor Relations Support  Customer analytics  Corporate profiles  Benchmarking company’s financial performance relative to its peers  New client briefing packs  Investor analysis, relative valuation analysis, share price  Pitch books  Industry and market reports and trading volume analysis  Request for information /  Qualitative and descriptive analyst presentations Request for proposal support providing company and competitor analysis  New market entry opportunity  Newsletters and updates on analysis  Analyst briefing packs industry and peers  Assisting in preparation of annual and quarterly reports 15
  • 16. Non - Financial Services – Business Consulting Industry & Competition Company Analysis Information / Data Research & Analysis Aggregation  Deep sector research  Company analysis reports  Company filings from annual and quarterly reports and company  Comprehensive industry  Financial analysis presentations research  Historic and forecast analysis  Market / industry data from public  Financial and operational sector agencies and industry bodies benchmark analysis  Operational efficiency  Industry landscape SWOT  Pricing analysis analysis  Product and client analysis  Market overviews including key  Scenario analysis players, trends and technologies, historic and forecast analysis  Short and long form company descriptions & analysis  Competitive positioning and intelligence 16
  • 17. Non - Financial Services – Market Research Research Analysis  Primary Research (CATI and  Sector & company analysis CAWI)  Market entry analysis  Desk Research  Customer satisfaction research  Survey Programming analysis  Data Services  List Generation 17