Invisage - Pitch Deck

Award-winning investmentresearch analytics platform Best MiFID II Research Management Platform

The purpose of investment research is to identify investment trends timely and accurately. But not all of them do.

Research types Research comes in different forms and shapes Equities Research Analyst Fundamental Credit Economist Research Research Algorithm Quantitative Professional Research Macro Economic Research Firm Blogger Research FX & Commodities Research

Problem No framework to evaluate research and use it effectively in investment decisions Challenges in evaluation How does it impact investment workflows • Extracting actionable investment ideas from • Thousands of research pieces – not sure diverse sources and formats of research is which one to read. difficult. • How do I link macro research to micro • Currentsolutions (alpha capture platforms) are across different providers? stocks specific and don’t cover bonds, macro • How do I know which research impacts my ideas and other asset classes. portfolio holdings the most? • How do I identify unique trade ideas? 4.

Invisage Actionable trade ideas, extracted from research, tailor-made for investment strategies.

Platform Research complexity to investment clarity 6.

For Investment Firms Invisagefor Investment Firms • Discover actionable insights from research based on investment focus. • Connect macro research and themes to micro level and understand the impact of research to your portfolio holdings and investable universe. • Convert research into investment strategies. PM / CIO • Objectively ensure research coverage and costs are optimised to investment strategy. • Demonstrate the value research adds to your portfolio performance. Research Manager 7.

For sell side Invisagefor Banks Improves sales conversion by enhancing the value for end-customers, without changes to editorial process. • Identify best ideas quickly and systematically. • Create thematic investment baskets based on research ideas. Research • Integrate research in client’s investment workflows and demonstrate Sales the value it can deliver for their specific investment strategy. • Create tactical and strategic thematic baskets leveraging both top-down and bottom-up research. • Indulge your clients in themes that drive today’s world. • Run alpha-focused automated portfolios that capture the best research Wealth ideas tailor-made for your clients. Adviser 8.

How does it work? Integrate research into investment workflow Use Cases Investment Idea Coverage map Proprietary Valuation and NLP Engine Metadata benchmarking enrichment Portfolio & basket Extract investment construction ideas and signals Idea screener and RESEARCH from all forms of alerting investment research Theme Conviction Asset Allocation & Consensus Modelling Trading strategy RESEARCH Risk profile Portfolio EXTRACTION Performance integration RESEARCH CAPTURE RESEARCH MODELLING RESEARCH ANALYTICS 9.

Achievements Robust methodologyand Award-winning product Best MiFID II Research Management Platform 10.

Who are we 100+ years of buy-side and sell-side experience Vishnu Thurpati Dr Harsh Dadhich Brijesh Malkan David Conner CEO COO Chief Product Officer Chief Revenue Officer Investment risk and PhD in Marketing & Former Portfolio Manager and Former global head of regulatory experience extensive Ops experience a well-known research expert commissions management ADVISORS WORKED WITH GREAT FINANCIAL FIRMS Krishna Chakkirala Ruben Calderon 20 years of Asset Management Former award-winning Technology experience portfolio manager at Fidelity 11.

Contact us Get better performance from research Contact us today Vishnu Thurpati, CEO E: [email protected] T: +44 (0)20 3858 7116 Harsh Dadhich, COO E: [email protected] M: +44 (0)7407 550898 12.