Portfolio Management and Risk Analytics

αQuest Advisors helps institutional asset managers and wealth managers with critical insights on broader capital market trends, model multi-asset portfolio, specific investment opportunities, and risks (micro and macro level) analysis to enable them construct well diversified investment portfolio. Further, we support Investment Managers with performance monitoring and measurement of their portfolios for long term outperformance.

  1. Help create sustainable investment strategy based on goals, risk tolerance, constraints and future needs of capital. We run capital market model for you to vet your market assumptions produce strategic asset allocation
  2. Portfolio construction support across public equities, sukuk and bonds and alternative strategies from building screeners based on defined parameters to detailed analysis of potential opportunities
  3. Portfolio monitoring: Continuous tracking and comparison of the performance of portfolio companies/funds to provide you with actionable intelligence that keeps you on top of your portfolio
  4. Our portfolio management capabilities allow investment managers to view exposures and holdings, understand the impact of asset allocation and de-risking decisions, and construct portfolios that are aligned with investment mandates.
  5. Manager diligence and selection support across strategies and geographies.
  6. Ex-ante risk modeling and ex-post risk measurement, scenario and trend analysis

Alternative Investments Research

Alternative Investments, such as private credit, private equity, venture capital, real estate and hedge funds are increasingly becoming mainstream. Increased demand has ensured advent of plethora of investment managers and strategies. αQuest offers to help navigate this growing opportunity set to ensure capital is committed to the best in the space.

  1. Support institutional investors identify evaluate strategies that suits their risk tolerance and investment objectives
  2. Analyzing the opportunity by developing an understanding of the investment strategy, track record, execution skills, and operational due diligence support, etc.
  3. In-depth review of processes, controls and procedures across core areas of the organization
  4. Portfolio maintenance services including periodic review of managers performance, analysis of portfolio holdings and follow up with any major changes
  5. Provide access to broad set of best-in-class Funds offering opportunities across markets, geographies and industries

Equity Research

Equity Research desk is responsible for producing analysis, recommendations, and reports on investment opportunities that investment banks, institutions, or their clients may be interested in. The team provides high-quality, decisive analysis and recommendation in a timely manner. We create value for our clients across the research process, including

  1. Conducting top-down and bottom-up analysis on the universe to identify and create the opportunities set
  2. Qualitative and quantitative information on company background to help form opinion and take informed decisions
  3. Comprehensive company and industry research (competitors, SWOT, trends etc.) aligned to your business requirements
  4. Financial modeling with historical financial data, structured forecast models, valuation model, and sensitivity analysis
  5. Thorough analysis and diligence of Global Equity Managers across developed, emerging and frontier markets and strategies
  6. Periodic updates on news and events relevant to your industry

Fixed Income & Credit Research

Fixed Income & Credit (FIC) desk offers bespoke research and analytics solution to suit institutional needs across all types of products on primary and secondary markets. The team provides high-quality, decisive analysis and recommendations in a timely manner. We cover securities across rating categories, products, regions and fixed income segments.

  1. Thorough analysis and diligence of Fixed Income Managers/Funds across markets and strategies
  2. Developing screeners for trade ideas, preparing credit notes and relative value analysis
  3. Support across the fixed income life cycle including identifying investment opportunities, evaluation of prospective investments, and monitoring coverage universe
  4. Custom support across the fixed income spectrum including investment grade, high yield, and distressed debt
  5. Cash flow models, indenture screening, covenant headroom monitoring, stress testing and scenario analysis
  6. Coverage across conventional and shariah instruments

Investment Banking

We offer our Investment Banking clients solutions across M&A (mergers & acquisitions), Equity Capital Markets (ECM) and Debt Capital Markets (DCM).

  1. Support across the investment life cycle including deal sourcing, target evaluation, investment review, value enhancement and investment exit
  2. Identify the most suitable investment targets by following a process of rigorous industry and company screenings
  3. Analyze investment targets by developing an understanding of the business model, industry drivers, financial forecasting, and due diligence support, etc.
  4. Help formulate optimal investment exit strategy by performing valuation analysis
  5. Create information memorandums, marketing teasers, identifying potential buyers, managing data rooms, among others

Corporate Advisory

αQuest Advisors provide practical assistance to business owners, boards and executives make informed decision on critical strategic subjects including organic, inorganic growth, market attractiveness, cash flow forecasting and business review

  1. Help you gain valuable insights into structuring options for your business, enabling you to enhance stakeholder’s value
  2. We conduct market feasibility study including comprehensive overview of market potentials and risks, evaluate competition, size market, evaluate capital requirements and potential financial returns
  3. Assist clients gain insights on strategic and financial risk management issues including financing structures, capital modeling and enterprise risk management
  4. Support you through complete M&A lifecycle including target identification, product/market analysis, evaluating synergies, restructuring, integration and exit strategy formulation

Who We Work With

αQuest Advisors multi-disciplinary team of professionals have worked across wide spectrum of capital market players and have gained deep understanding of the issues, and challenges constraining value maximization across capital structure.

Asset Owners

Market Intelligence

We create bespoke newsletter based on your interest and exposure and publish daily/monthly/quarterly basis to keep you abreast with all events that matters to you.

Manager Search and Diligence

αQuest offers investment solutions with multi-asset capability to help institutions build portfolios that seek to deliver differentiated outcomes. We specialize in identifying, researching and monitoring the leading global asset managers across strategies.

Review of Investment Opportunities

We review deal tear sheets outlining investment thesis and risks during initial evaluation. We run rigorous analysis of potential opportunity with emphasis on the down-side. We prepare detailed investment memo including advanced term sheet, investment theses and risk mitigation, operations, key management.

Portfolio Management & Analytics

We can actively monitor your portfolio, run attribution and contribution analysis, slice and dice these portfolio positions to gather actionable intelligence.

Performance and Risk Reporting

We offer portfolio valuation, VaR modeling, risk reporting and performance benchmarking on a monthly and quarterly basis.

Cash Flow Projection

Spreadsheet modeling to predict cash flows for private capital funds based on historical contribution and distribution data.

Asset Managers

Pre-Deal Research

αQuest will run sector, market studies to identify opportunity bucket, generate exhaustive list of companies, and create company profiles to help you identify the target.

Valuation Support

We expertise in discounted cash-flow modeling, relative valuation and precedent transaction analysis. We triangulate these valuation methods to provide you with a valuation range for the company for decisive deal making, whether initiating a position or exiting.

Marketing Material Support

αQuest understands where your time is worth more. We do all the heavy lifting for you whether it is preparing the marketing material like presentations and pitch books or drafting placement memorandum and prospectus.

Portfolio Maintenance

Our analysts follow up the portfolio companies, analyze their financial statements and gather all material information for you to make critical strategic decision.

Investment Banks

Equity Capital Markets (ECM)

αQuest team provides end-to-end research and documentation support in equity raising, IPOs, convertible shares, share buybacks, and rights issue.

Debt Capital Markets (DCM)

Our research team provides support through the transaction process on raising of debt for acquisitions, refinancing of existing debt, or restructuring of existing debt.

Mergers & Acquisitions (M&A)

αQuest provides essential M&A support including identification and shortlisting of buyers/target, in-depth analysis of the potential target, financial modeling and valuation analysis and creating marketing materials.

Brokerages

Market Intelligence

We create bespoke newsletter tracking sectors, markets and economies and scan through industry and company news to help you generate profitable investment ideas.

Sector & Thematic Research

αQuest team can conduct macro analysis and sector specific studies  to help you identify current themes and formulate equity strategy. We write detailed reports summarizing all our observation and back it up with relevant data.

Initiating Coverage Support

We provide full financial modeling, valuation and report writing support as you initiate coverage on a company either with a simple corporate structure with single business line or complex multi-national conglomerate with diverse business interests.

Maintenance Support

We do continue following up with the company post initiation and provide with earnings call summary and validate /revise financial model and company valuation.

Corporates

Competitive Intelligence (CI)

See past market disruptions and anticipate competitive activity to outmaneuver your competition. Our team will collate and analyze information from various sources to provide you insights into marketplace dynamics and challenges.

Industry Study

Our analysts will gather and summarize information from potential buyers, distributors, agents and other intermediaries, and industry experts to help you take an informed decision on market entry and market expansion programs.

Investor Presentation

We create professional presentation of the highest quality whether you are looking to raise funds or improve communication with various stakeholders.