Financial Services Research Trends In 2017 – What to Look For

Custom financial research continues to thrive across asset classes, geographies, and sectors to meet economic, industry, thematic, and company research needs of different investors. Even organisations with their own research teams engage financial research service providers for support, especially when it comes to keeping themselves updated with the latest financial services research trends. Now more than ever, financial services research matters—especially amid the changes occurring in the financial sector of many countries, including the UK.

One of the major trends in financial services research for 2017 is concerned with processing and handling large amounts of data. It is now essential for sell-side researchers or IRPs, investment bankers, private equity partners, investment advisors, and asset managers to have access to financial research providers who can assist them and their in-house researchers. Research providers can manage data-intensive and repetitive tasks. The same experts can cost-effectively and flexibly handle peak-load situations, too, so you can focus on generating revenue and ideas, portfolio optimisation, and client management, and increase the profitability and quality of your financial research.

With regards to changes in buyer behaviour, financial services research is expected to make an impact on investment management in 2017, especially since millennials are joining in the investing marketplace. Securities and exchange authorities have increased regulations and recommended the use of automation and other technologies that can make investment management easier for firms.

Financial services research can make it easier for investment advisors, asset managers, private equity partners, and investment bankers to efficiently provide their services to new investors. Service providers can help them identify emerging acquisition targets and investment themes, and provide support for time-sensitive deals. Likewise, they can reduce the likelihood of information overload, and provide assistance in controlling research costs by boosting the capabilities of in-house research teams.