Equity and fixed income research solutions from our Beijing office
Jump to OVERVIEW
- Overview
- Who we serve
- Support We Offer
- Automation And Workflow
- Case Study
- In The News
- Our Perspective
- Our Experts
Overview
China research support services
As the global economy remains rattled by the aftereffects of the pandemic and the Russia-Ukraine conflict, international financial services firms are turning to China for growth for the following reasons:
China has abandoned its Zero-COVID policy, alleviating concerns regarding business disruption
It is back on the growth track
The country is home to many innovative and large companies that global investors are interested in
Easing regulations are making it possible for financial services firms to enter China
Along with the positives, the China market poses unique challenges that international firms find difficult to navigate. At Acuity’s Beijing office, we combine our in-depth capital markets expertise with our strong research domain to present integrated solutions related to equity and fixed income research on the China market.
Our clients benefit from our China research analysts’ presence on the ground and language capabilities. We perform a number of research tasks for our global clients, such as local news analysis, creating and updating financial models, attending conferences held in Mandarin, sourcing useful data from Chinese databases such as WIND, translating policy documents, writing reports, conducting channel checks and reaching out to management teams of Chinese companies.
Who we serve
- Asset Managers
- Brokerages and Trading Firms
- Hedge Funds
Support We Offer
- Gather company and industry information
- Attend company briefings
- Financial modelling
- Earnings support: update models for earnings releases, listen in on conference calls and prepare briefing notes
- Background research on companies and sectors
- China market research
- News/research summaries
- Database creation and maintenance
- China Industry research
- Other ad hoc research tasks
- Financial modelling
- Earnings updates on a quarterly basis or for special situations (event-driven)
- Peer comparison and benchmarking
- Scenario and recovery analysis
- Credit positioning and memos
- Sector deep dive and thematic research
- Monthly/weekly market data packs
- China market research
- News tracking and event monitoring
- China Industry research
- Earnings call summaries
Support We Offer
- Gather company and industry information
- Attend company briefings
- Financial modelling
- Earnings support: update models for earnings releases, listen in on conference calls and prepare briefing notes
- Background research on companies and sectors
- China market research
- News/research summaries
- Database creation and maintenance
- China Industry research
- Other ad hoc research tasks
- Financial modelling
- Earnings updates on a quarterly basis or for special situations (event-driven)
- Peer comparison and benchmarking
- Scenario and recovery analysis
- Credit positioning and memos
- Sector deep dive and thematic research
- Monthly/weekly market data packs
- China market research
- News tracking and event monitoring
- China Industry research
- Earnings call summaries
How we are different
Experience
- 12 years as the #1 KPO firm in the Beijing market
- Total strategic focus on financial services clients
- Acuity Beijing serves 7 of the top 10 banks
Talent
- Proven access to the best talent in China
- Support available in three Asian languages – Mandarin, Japanese and Korean
Expertise
- 150+ China research analysts fully trained through Acuity’s top-class training modules
- Stable senior management team, with all senior staff holding equity interests in Acuity
- High D&I focus, with females representing 70% of the workforce
- Experienced in dealing with research and analytical workflow
What we have done
Equity research support to a bulge-bracket US-headquartered investment bank
What we are proud of
15
sectors supported
35+
client analysts served
Read more
Equity research support to a global asset manager
What we are proud of
200+
companies screened per year
Read more
Credit research support to an APAC trading desk
What we are proud of
3,500
hours of annual support provided
50%
around cost saving achieved
Read more
In the News
NEW ENERGY WORLD
Is President Xi Jinping’s Green Dream still alive?
Read More
S&P Global
US-listed Chinese companies homecoming to buoy mainland Hong Kong exchanges
Read More
Bloomberg
China’s Central Bank May Gradually Shift Away From RRR Cuts
Read More
Our Perspective on China Research Solutions
Blog
Blog
China
Whitepaper
Insights
15% ruleagreement
Meet our experts
Bill Yuan
Director, and China Country Head
Bill Yuan heads Acuity Knowledge Partners’ Beijing delivery center. He has close to 17 years of work experience in research and analytics, including 13 years in Acuity Knowledge Partners. Bill has been instrumental in the strategic development of Acuity Knowledge Partners’ China Center business growth, as well as the general management of China center operations.
Avishek Suman
Director, Investment research
Avishek Suman manages the Investment Research business at Acuity Knowledge Partners, Beijing. He has close to 19 years of work experience in research, including 14 years in Acuity Knowledge Partners. Prior to assuming this responsibility in Beijing, Avishek served as Delivery Manager for buy-side and sell-side clients.
Marie Filotti
Marie Filotti, Head of APAC Business Development
Marie Filotti heads APAC Business Development at Acuity Knowledge Partners and is based in Hong Kong. She joined the firm in 2018 after 13 years in Investment Banking and Capital Markets, mainly at Nomura (previously Lehman Brothers), and also worked on the corporate side, having run Investor Relations at a China-based ASX-listed gas company. She uses her experience in the industry to advise our clients on best practices in implementation of engagements across all sectors. Marie holds a BA from Yale University and a Masters in Finance from Sciences-Po Paris.
Thank you for sharing your details
Share this on
