Research on Demand

Through our research on demand solution, we support professional investors to make informed investment decisions

The research on demand solution – investment studies – involves the research and analysis of specific issuers or financial instruments. The goal is to prepare a report that provides a general recommendation on the issuer and/or the instruments analyze.

Through multi-factor scoring models, developed internally, we support professional investors to make informed investment decisions, with a special focus on investment research on debt markets. As an example, we highlight some of the risks we assess in emerging market countries (or companies):

Political stability and the government’s ability to implement consistent policies are assessed. Factors such as the quality of government institutions, governance, transparency and the likelihood of political instability or significant political changes are taken into account.

The economic health of the country or company is assessed. This includes the analysis of economic growth, economic diversification, competitiveness, inflation, unemployment, exchange rate stability, fiscal and monetary policies, debt structure and payment capacity.

The analysis of financial aspects includes assessing the health of the country’s financial system, the quality and solidity of banks, the ability to access financing, the availability of international reserves, external debt and debt sustainability.

Market risks are considered, including volatility in global financial markets, fluctuations in commodity prices, impacts of trade policies and adherence to international regulations.

A country or company’s ability to obtain financing and meet its payment obligations is assessed. That includes analyzing the availability of reserves, access to credit lines, cash flow management and the quality and diversity of the investor base.

Analysis of social and environmental impact is increasingly important. Social factors include inequality, poverty, education and quality of life. Environmental factors involve environmental sustainability, climate change.

Access to specialized resources

Ability to conduct comprehensive investment research, having in consideration a wide range of factors relevant to investment decision-making such as market volatility, political risk, credit risk, liquidity risk, between others. This proactive approach to risk management helps with making more substantiated informed decisions and protects investments.

Cost reduction

Conducting investment analysis internally can require a significant investment of time and resources. Hiring Dolat Capital can help your institution save time and resources, allowing your internal teams to focus on other important areas of the business.

Risk reduction

Risk reductions

A more balanced and accurate assessment of the risks involved in each investment allows professional investors to take appropriate measures to mitigate these risks and strengthen their investment and decision process.

Unbiased analysis

Investment research grounded in independent and impartial analyses provide an objective perspective on specific investments, free from external influences or conflicts of interest. This enables professional investors to make informed decisions based on reliable, unbiased information, ensuring a clear and accurate assessment of the investment.

Banks
Insurance companies
Pensions funds
Asset managers

Reseach on demand
Emerging Economies, Credit and Debt Risk Analysis
Client description
Medium-sized insurance company in Portugal
Client's goal
Our client, operating in Portugal, aims to make investment decisions about countries, sectors and companies, with a special focus on assessing credit and debt risk in emerging markets. Aware of the crucial importance of these specialized analyses, the client turned to Dolat Capital to satisfy their need for specific information and quantitative data.
Dolat Capital's Solution
We develop proprietary and replicable in-house models to analyze countries, sectors and companies in emerging economies, with a particular focus on assessing credit and debt risk. Based on these models, we provide expert assessments that emphasize relevant points, enabling the client to make informed investment decisions and a proactive approach to mitigating risks and identifying opportunities. The strategic partnership with Dolat Capital enabled the client to obtain specialized analysis of countries, sectors and companies in emerging economies, with a focus on credit and debt risk assessment. With up-to-date information and specialized analysis, the client can make informed and substantiated investment decisions, mitigating risks and taking advantage of opportunities in emerging markets. At the same time, the operational efficiency provided by Dolat Capital helps the client to optimize its internal resources.
The strategic partnership with Dolat Capital enabled the client to obtain specialized analysis of countries, sectors and companies in emerging economies, with a focus on credit and debt risk assessment.
With up-to-date information and expert analysis, the client can make informed and informed investment decisions, mitigating risks and seizing opportunities in emerging markets. At the same time, the operational efficiency provided by Dolat Capital helps the client optimize its internal resources.

As credit investors, we asked Dolat for help in obtaining an independent credit risk analysis of a list of issuers in different emerging markets and we were positively surprised by the quality of the work done. The methodology used and the scores for each metric were explained to us in a very clear way, and then the individual analyzes for each company were always very rigorous and detailed with useful information. This identification of the risks contributed decisively to the selection of the issuers, and brough a lot of confidence in the decision-making process, which is why we enthusiastically recommend this Dolat service.

Institutional investors and corporates

Outsourced CIO: Outsourced Chief Investment Officer

Your partner to navigate risks and achieve the financial goals of your institution

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Research on demand

Optimal investment decisions require specialized financial analysis

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SPO: Second Party Opinion

Independent and substantiated opinion regarding the financial instruments from a portfolio

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FAQs

1. How can the research on demand service help identify emerging market trends and opportunities?

With this service and through our highly specialized team, we carry out in-depth analysis and monitoring of various markets. Using know-how and advanced research tools, we are able to identify emerging trends, market changes and potential investment opportunities. This way, we enhance access to the latest developments and informed investment decision-making in a rapidly changing market environment.

2. What is the important of the research on demand service for an institutional investor?

Research on demand services can play a crucial role in providing informed generic analysis and recommendations to guide substantiated investment decisions. This service allows you to obtain valuable information about financial markets, economic trends, and the performance of specific sectors and companies. Based on this data, investors can make more informed decisions, identify investment opportunities and manage risks more effectively. The investment research service helps to maximize the profitability potential of investments, providing a solid basis for financial decision-making.

3. How is the reliability of research on demand results ensured?

We maintain a rigorous quality process to ensure the reliability of research results. We follow solid research methodologies, collect data from reliable sources and carry out exhaustive analyses using highly demanding, internally developed models. Additionally, we carry out internal checks to validate research results before they are delivered to customers, ensuring high standards of reliability.

4. How can an institution reduce internal costs using the research on demand service?

Research on demand helps reduce internal costs by providing expert analysis and optimizing asset selection. This eliminates the need to hire internal resources specialized in research and analysis, which results in very significant cost savings.

Research on Demand

Research on Demand

Through our research on demand solution, we support professional investors to make informed investment decisions

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