Insights
Engagement examples, and one brief laid out in full.
A target screen that focuses a pitch. A peer benchmark that shows which value-creation levers to test. A risk assessment that directs the next round of due diligence.
Anonymised engagements
Research used in real work.
Anonymised examples of delivered research—not measured financial outcomes.
140 → 12
A Big Four consulting firm ranked ~140 organizations into a ~12-target priority shortlist.
Pilot → annual
A leading institutional investor expanded from a pilot to an annual engagement.
Borrower-level
Outside-in, source-linked value scans across a direct lender's loan book — built without internal borrower data.
Portfolio-wide
Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.
Site-by-site
Outside-in financial models for energy and industrial assets — built without internal company data.
Peer-benchmarked
A leading life & health insurer's benchmarking, delivered against a defensible peer set — every comparison source-linked.
Macro → issuer
Repeatable decarbonization and physical-risk screening across a portfolio, every rating source-linked.
Illustrative output
Follow the question through to the brief.
From a question to a useful next step.
A performance diagnostic brings the findings, the reasoning and the next questions together.
Illustrative brief. Fictional example; the format is real.
Where should management investigate cash tied up in operations?
- Research question
- Compare inventory turnover and working capital with peers, allowing for differences in business mix.
- Finding
- Inventory is growing faster than sales, and faster than at comparable peers. The growth is concentrated in slower-moving categories rather than in lines that support demand.
- Evidence
- Peer comparison built from annual filings and investor presentations. Where a peer reports inventory on a different basis, the difference is flagged, not adjusted away.
- Confidence
- Partial. Segment-level inventory is not disclosed by every peer.
- Priority for review
- Test the pattern against SKU-level inventory, seasonality and purchasing commitments before choosing an action.
- Open question for management
- Which categories account for the growth in stock?
The blog
Ideas from the research team.
Explore our published perspectives on business research, investment analysis and the decisions behind the work.
Start with one question
Bring us the question behind your next decision.
Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.