Roan Analytics
What we do

Built around how
investment teams actually work.

Our approach is designed specifically around the requirements of buy-side investment teams.

Rather than operating as a conventional outsourced research provider, we aim to function as an extension of the investment team. Our analysts develop familiarity with the client’s investment process, coverage universe and research requirements, allowing us to provide consistent and context-driven support.

Service

Equity Research

From first look to catalyst tracking — research written to support a decision, not to fill a file.

Discuss this service
  • Fundamental company research
  • Investment thesis development
  • Earnings analysis
  • Industry & company analysis
  • Catalyst & risk assessment
Service

Financial Modelling & Valuation

Integrated models built in your templates, flexed for the questions your portfolio manager will ask.

Discuss this service
  • Integrated financial models
  • DCF
  • Trading comparables
  • Scenario analysis
  • Forecasting
Service

Investment Research

Thematic and industry research that maps the opportunity set before you narrow it down.

Discuss this service
  • Thematic research
  • Industry research
  • Market & competitive analysis
  • Sell-side research synthesis
  • Custom research
Service

Research Intelligence

Data, monitoring and AI-enabled workflows that keep your coverage fast and consistent.

Discuss this service
  • Data gathering
  • Earnings monitoring
  • Research workflows
  • AI-enabled research & automation
Scope of work

Our work
can include.

  • Financial modelling and model maintenance
  • Fundamental company and industry research
  • Valuation analysis
  • Earnings updates and monitoring
  • Initiation of coverage
  • Research database maintenance
  • Ad-hoc and time-sensitive research requests
Let’s talk

Looking to expand your
investment research capacity?

Tell us about your coverage and the work you need. We reply within a business day.

Start a conversation  → contact@roananalytics.com
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