investment research outsourcing

Worked with
1,000+ Clients

equity research outsourcing

From Emerging to
Established Firms

outsourced investment banking analyst

Servicing Clients
in 80+ Countries

accounting and finance outsourcing companies

Across Industries
and Asset Classes

Client-Integrated
Operational Strategy

Why Partner with Us

We enable our clients to achieve resource optimization through leveraging an offshore capacity model

Through consistent dedication to excellence and quality as well as active participation in the growth and success of our clients, our value proposition lies in our ability to integrate with our clients’ operating strategies while providing highly talented resources capable of delivering best-in-class support across functional areas of the organization.

HR SOLUTION

Flexible Staffing Model

Dedicated Tiered Teams Per Project

COST EFFICIENCIES

Meaningful Direct Cost Savings

Lower Indirect Costs

OPERATING LEVERAGE

Centralized Resource Pool

Integration Across Value Chain

QUALITY

Industry-Leading Talent

Multiple Layers of Quality Checks

HR SOLUTION

Flexible Staffing Model

Dedicated Tiered Teams Per Project

COST EFFICIENCIES

Meaningful Direct Cost Savings

Lower Indirect Costs

OPERATING LEVERAGE

Centralized Resource Pool

Integration Across Value Chain

QUALITY

Industry-Leading Talent

Multiple Layers of Quality Checks

Services
Research and Investment Services
investment research company TresVista

The Research and Investment Services (RIS) involves a team of highly trained professionals to function as an extension of a client team. The execution team consists of an Analyst(s), Associate(s), and an AVP. This team is additionally supported by value-add functions for efficient execution.

The scope of work includes support on deal sourcing and profiling, modeling and valuation, research and due diligence, and portfolio management.

CFO Office Services
CFO Office Services TresVista

CFO Office Services supports client back-office functions, including fund administration/accounting activities, corporate accounting, and bookkeeping services.

The scope of work includes preparing NAV packages, partner capital statements, fund level accounting, processing payables, credit card expenses, preparing wires, and general bookkeeping support.

Data Intelligence Group
data intelligence company TresVista

Data Intelligence Group (DIG) works with clients in leveraging data to generate strategic insights, provide comprehensive business intelligence, and analytics solutions.

The DIG team is well-versed in solutions covering all major aspects of the analytical process, including predictive modeling, text mining and analytics, and reporting and dashboarding.

Process Support Services

The Process Support Services consists of four distinct resources providing back-office support that work in conjunction with the Core Delivery Team. These resources add operating leverage on rote high volume and
data-intensive processes and provide for more efficient execution of deliverables.

Process Support Services consist of Business Development Support for CRM management and lead generation, Financial Process Services for data management and bookkeeping services, Graphic Design Services for graphics and custom design work, and Library Services for sourcing company, industry, and economic reports and data.

Client Speak
As business leaders, we consider it our responsibility to look after the communities that impact our lives.

Careers

Join our team
of experts.

We offer unparalleled opportunities of mutual growth to those who are looking to make a lasting impact.

Culture

We stand by
our PACT.

Our culture endorses our vision, mission and values that are deeply rooted in our PACT

Connect for inquiry

Get in touch today and
learn how we can create
an impact, together.