Services
We provide financial and macroeconomic investment research services directly to our clients so that they can accurately assess the ever-rising volume of data – of markets, competition, threats and opportunities.
Coverage Initiation
Assist with Sector or Company Coverage Initiation​
ESG Analysis
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Create ESG Scorecards on Companies and Sectors
Scenario Modeling
Model Potential Scenarios and Outcomes
Quantitative Analysis
Perform Statistical Analysis and Visualization and Significance
Financial Modeling
Build Simple to Complex Financial Models
Sensitivity Analysis
Evaluate Varying Inputs on Financial Outcomes
Thematic
Research
Generate Thematic Research Reports
Backtesting
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Estimate Model Performance
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Investment Research Services
Our outsourced investment research services offer a powerful mix of strategic, operational, and financial benefits to keep your firm nimble and competitive. Explore our range of tailored research services to help you get the answers that you are looking for. From data gathering to sector sentiment to macro-economic conditions, we work as an extension of your existing team.
Research Approach
At HC3 Advisors, we offer clients the option of following our standard research processes, methods, and tools or customize it for your specific business needs. As an extension of your existing team, we will review which data sources, tools, and extraction and translation methods will be used to achieve the desired investment research result.
Data Collection and Analysis
The process of turning data into meaningful investment insights can be challenging especially when working with alternative data sources that can come in wildly different formats i.e. video, images, social media posts, or application usage logs. Leveraging advanced tools including AI to normalize, synthesize, and summarize structured and unstructured data which often requires specialized infrastructure, custom APIs, and ETL (Extract, Transform, Load) processes and automation to integrate it into traditional investment models.
Research Findings
Depending on the nature of the engagement, the research analysis may feature an executive summary, an assessment dashboard, an investment research summary, and supporting databases or files. The report could cover various aspects, including fundamental analysis, macroeconomic and sector trends, segment performance, financial snapshots, quantitative and qualitative assessments, valuation models, behavioral insights, and risks and opportunities.