FWS Provided Investment Analysis and Financial Research Services to a US-based Private Equity Firm

Case Study on Financial Research for US Based Equity Firm

The Client

The client was a top financial analysis, private equity firm based out of the U.S. The client undertook a project that involved research on pension funds of various states within the U.S. and other investments in a variety of financial instruments. The firm had formerly approached Flatworld Solutions to avail other services that were accomplished with a successful outcome. The client, having trusted our credentials and capabilities from previous experience returned for repeat business with the current project.

Challenges Faced by the Client

The client's required FWS to research and gather information on pension funds that were offered by twenty different states in the U.S. In order to benefit the investors, each pension fund's corpus is invested in a variety of financial instruments to drive profit generation and growth.

The client also asked Flatworld to submit a comprehensive report highlighting the trends and allocation pattern by conducting an in-depth analysis of the investments. In conjunction with the primary requirement, the client requested FWS to analyze and present names and contact information of all key individuals and influencers from each state.

FWS' Solution

Flatworld assigned the task to a core team comprising of three Chartered Financial Analysts (CFA) with qualitative experience and deep knowledge of the Finance and Equity. Our team executed and delivered the project from our offshore delivery center.

The project began with the analysis of client's requirement and implementing a plan that leveraged available resources and infrastructure. The deliverable details such as presentations and report formats were also decided. The plan of action also covered the project timeline which included stipulated time for submitting the deliverables.

FWS' team analyzed multiple sources to extract valuable financial information. The CFAs performed a logical and analytical research to pinpoint the patterns and trends required by the clients. Well organized reports and presentations accentuating the information on the investments.

Our experience in the similar project led to its completion in a record time of just four months by successfully meeting client's expectations. The satisfied client appreciated our team's efforts in delivering high-quality results with the conclusion of the research.

The Result

The project was an ultimate success and helped the client to save cost and time. With the outcome of the project, the client became a regular customer and recommended our services to their partners. The highlights of the project are as follows -

  • Provided competitive rates
  • Shortened the turnaround time
  • Delivered error-free and reliable services
  • Results exceeded client expectations

Partner with Flatworld - Leader in Investment Analysis and Financial Research Services

Flatworld holds an unparalleled reputation for providing high-quality financial research and analysis services to organizations around the world. With 12 years of industry presence, we possess a wealth of experience, knowledge, and the skill to facilitate better investment decisions in the financial markets. Our focus is to not just deliver successful insights, but also to provide a better client experience at affordable rates.

Contact us now to explore a range of research and analysis services that will help your business grow.

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