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Strategic Guide to Sell-Side Research Outsourcing

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Strategic Guide to Sell-Side Research Outsourcing By: Nitin Kumar  February 19, 2026 Share:        Global investment banks and brokerages now use sell-side research outsourcing as a strategic enabler rather than just a way to cut costs. Research desks are under pressure to produce deeper insights with smaller teams as regulatory scrutiny increases and margins tighten. Industry surveys indicate that a significant share of capital markets institutions is re-evaluating their research operating models to improve scalability, flexibility, and cost efficiency, with outsourcing forming a key component of these transformations. However, because of investments in compliance and technology modernization, operating costs in investment banking continue to be high. In this context, companies can optimize cost structures and preserve analytical depth by outsourcing sell-side research. Additionally, it enables quicker coverage expansion without raising fixed overheads in indus...

Financial Modeling Outsourcing Trends in 2026

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Financial Modeling Outsourcing Trends in 2026 By: Utkarsh Kaushik  February 16, 2026 Share:        The practice of  financial modeling  functions as a high-value asset that organizations use for budgeting and valuation and fundraising and M&A activities and project finance and portfolio tracking. The reasons that drive companies to outsource work and their selection of outsourced tasks have changed between 2025 and 2026. Two major forces are converging to create a new situation. Finance teams are being asked to complete their strategic planning work at an increased pace. The routine business operations of CFOs now depend on automation and forecasting capabilities and their ability to manage risks. The 2025 Global Finance Trends Survey shows that finance transformation requires organizations to automate operations while improving their forecasting capabilities. Inside the Rapid Rise of Financial Modeling Outsourcing The practice of outsourcing has p...

Impact of AI in Hedge Fund Outsourcing Solutions

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Impact of AI in Hedge Fund Outsourcing Solutions By: Dhanita Arora  February 12, 2026 Share:        In recent times,  hedge fund outsourcing  has been perceived as an operational requirement where cost reductions, internal controls, and regulatory requirements are critical. This appears to be changing with the impact of technology on the future competitive environment. In 2025, almost 46% of hedge funds are using AI in data, analytics, and compliances compared to just 18% in 2024. This indicates that hedge fund outsourcing is moving mainstream. Consequently, with strategy and data complexity increasing, hedge fund outsourcing services are shifting from efficiency to performance and insights, driven by the rapid expansion of hedge fund software that incorporates AI. From Traditional Outsourcing to AI-Enabled Operating Models Hedge fund outsourcing has traditionally focused on traditional, clearly defined areas of fund operation, including fund accountin...

Types of Financial Models and Their Practical Uses

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Types of Financial Models and Their Practical Uses By: Utkarsh Kaushik  February 9, 2026 Share:        In the last ten years, the position of  financial models  has experienced a paradigm shift. From being static spreadsheets designed to provide answers to very specific valuation or forecasting queries, types of financial model have transformed into decision engines, dynamically connected to strategy, risk management, execution, and optimization. With this paradigm shift, the concept of financial models itself has to be broadened. In addition to its mathematical formulation, the nature of different types of financial model is also determined by their integration with business processes. Notably, this transition from individual calculating aids to integrated decision-making tools is a result of the changing nature and needs of the markets in view. The evolving markets for financial services involve a condition characterised by a sense of increased uncer...