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Perusal Global is a strategic, technology- and AI-driven research and advisory partner trusted by investment banks, financial institutions, corporates, private funds, and high-growth enterprises across the United States, Europe, the GCC, and India.

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Asset Managers & Brokerage Research Desks

Asset Managers & Brokerage Research Desks

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Asset Managers & Brokerage Research Desks
Asset Managers & Brokerage Research Desks
Asset managers and brokerage research desks use Perusal to maintain and expand analytical coverage without increasing permanent headcount. The work is produced to the standard of institutional buy-side and sell-side research and delivered within the client's workflow. For sell-side clients, the research is published under the brokerage's name: the analyst directs the brief, Perusal produces the output, and the institutional client relationship belongs entirely to the brokerage. For buy-side clients, the analytical work supports the investment team's own position decisions.
For research desks expanding into new sectors, geographies, or market-cap ranges, Perusal provides the domain-specific depth to produce initiating coverage reports, earnings models, and sector research at the standard the institutional client base applies. For established coverage universes, Perusal handles earnings cycle maintenance, coverage update notes, and event-driven research that needs to turn around quickly when a covered company announces a material development. We operate entirely within the client's existing research workflow and compliance framework. The engagement produces no footprint that is visible to the institutional client relationship, the LP base, or the regulatory environment the fund operates in.
Coverage that is not updated at earnings is not coverage. It is historical research. The valuation in a stale model is a liability, not an asset.

Services For Asset Managers & Research Desks

01
Initiating Coverage Reports (ICR) & White-Label Equity Research

Institutional-quality initiation reports combining in-depth company and industry analysis, investment thesis, earnings quality assessment, and valuation supported by an integrated three-statement financial model, DCF, and peer benchmarking. Reports are prepared to the client’s brief and published under the client’s brand for distribution to investors and other stakeholders.

02
Earnings Intelligence & Coverage Updates

Quarterly model updates, earnings preview notes, earnings call summaries capturing management guidance and analyst Q&A, and ratings change notes. Maintained across the coverage universe on the analyst's publication calendar.

03
Special Situations & Event-Driven Research

Rapid-response analysis for M&A announcements, spin-offs, restructurings, and management changes. Timed to the corporate event, when the decision window is open. Covers accretion/dilution analysis, sum-of-parts valuation for spin-offs, restructuring scenario modeling, and governance event assessment.

04
Portfolio Monitoring & Performance Research

Ongoing valuation, performance attribution, NAV reporting, and factsheet support for active holdings. Covers pre-earnings and event-based research notes, and board meeting note preparation for portfolio companies.

05
IPO & Brokerage Coverage Models

Pre-listing financial models and initiating coverage builds for companies preparing to list. Three-statement integrated models maintained to the earnings cycle standard the institutional audience expects.

06
Thematic Sector Deep-Dives & Macro-Linked Industry Notes

Sector analysis and thematic research notes for coverage universe management and asset allocation decisions. Primary and secondary research combined.

SECTOR COVERAGE FOR ASSET MANAGERS & RESEARCH DESKS

Expanding coverage into a new sector, geography, or market-cap range requires domain expertise that goes beyond general analytical capability. Perusal's industry pages describe the specific analytical work available in each sector, including the disease area coverage in life sciences, the technology stack assessment framework in automation, and the supply chain risk methodology in manufacturing.

01
Life Sciences & Biotechnology

Initiating coverage for NASDAQ-listed biopharma, clinical pipeline benchmarking, mechanism of action assessment, RWE monitoring, Standard of Care competitive positioning.

02
Energy & Chemicals

LNG and gas market coverage, petrochemical cracker margin analysis, CCS asset valuation, regulatory and carbon pricing monitoring.

03
Green Technology & Cleantech

Renewable energy project coverage, VCM intelligence, green hydrogen economics, ESG materiality analysis.

04
Technology, Automation & BFSI

Enterprise SaaS coverage, agentic AI competitive landscape, embedded finance and RegTech market intelligence, fintech equity research.

05
Automotive, Manufacturing, Retail, and Transport

Sector-specific initiating coverage support across OEMs, industrial companies, consumer brands, and logistics operators across US, GCC, and Indian markets.

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Ready to Work?

The first conversation is about the decision you are facing: the deal, the raise, the coverage mandate, the strategic pivot. Tell us what you need and we will tell you precisely how we approach it.