Research Publishing Solutions
Research Publishing services, including supervisory analyst (SA ; series-16) approval, editing, formatting & publishing, and design, have become a bottleneck for timely publication of reports and an area where costs have increased, since skilled SAs, editors, and formatting & publishing and design specialists are difficult to hire, train, and retain. Many of our clients are, therefore, outsourcing the process to reduce costs, increase efficiency, cut down on management oversight, and tap into a large pool of skilled resources with domain expertise.
Acuity Knowledge Partners’ Research Publishing team – SAs, editors, and formatting & publishing and graphic design specialists – has over 20 years’ experience serving global financial services firms. They review, approve and publish research, meeting tough deadlines in a fast-paced work environment and amid a heavy flow of content. Working with our teams across the globe, clients can take advantage of the ‘follow-the-sun’ engagement model, ensuring greater efficiency and productivity.
Industries We Serve
Research Publishing Services - Support We Offer
Supervisory Analyst services
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Our SAs perform the following tasks:
- Edit research reports for clarity, commerciality, style and flow
- Ensure compliance with firm's guidelines, policies and procedures
- Ensure that research complies with SEC and FINRA rules and regulations
- Ensure that research is fair and clear
- Assess the accuracy of data
- Please also see our dedicated web page for Supervisory Analyst services for further details.
Editing Services
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Regulatory review:
- Pre-empting and resolving regulatory/compliance-related issues within a document, including for issues, such as promissory and exaggerated language, negative management commentary, assertions without a sound basis, M&A-related discussions without adequate sourcing, touting, front-running and circulation of rumours
- Verifying data for accuracy and integrity
- Ensuring adherence to firm policies, such as rules related to internal approvals prior to publishing
Content Development services
- Our content developers have over 10 years’ experience, on average; they possess advanced degrees in finance or journalism.
- They have extensive experience working with subject matter experts to develop educational content for client engagement, including materials for websites and social media. Their expertise also covers creating scripts for podcasts and videos, creating blogs from panel discussions and repackaging content for marketing collateral such as brochures, flyers, and emails.
- Please also see our dedicated web page for Research Content services for further details.
Formatting and Publishing services
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We offer the following services:
- Formatting support:
Format research reports, proposals and marketing material, including PowerPoint presentations, as per the client’s template and branding guidelines
Coordinate, compile and format conference books, newsletters and special research reports
Collate data and create and format presentations, fund factsheets and pitchbooks
Create templates and manage rebranding/template migration processes
Convert data/hand-written notes into slides
- Formatting support:
Design Services
- Work on a range of products, including research reports and newsletters, presentations/factsheets, brochures, flyers and posters, product-related literature, and investor updates/communication
- Develop high-end marketing material out of basic conceptual themes using MS Office and Adobe Creative suite of products
- Provide high-quality visualisation support by creating infographics and a suite of PowerPoint slides
- Design layouts, retouch photographs, create animations and convert documents into interactive PDFs
- Convert PDF files and handwritten documents to MS Word PowerPoint and Excel files, as per branding specifications
- Use MapInfo for plotting locations and other geographical aspects on maps
- Edit corporate video content (e.g., explainer videos and 2D animation videos) and convert simple information into visually appealing motion graphics
- Include animated infographics, sound and visual effects to increase the video’s organic reach
- Edit and mix podcasts, ensuring fluidity and consistency
- Create storyboards and podcast scripts as per the client’s brief/request
- Well versed in the use of MS Office solutions and Adobe Creative suite of products
Translation services
- Translate English to Chinese and vice versa (supported by our China office)
- Translate English to Spanish and vice versa (supported by our Costa Rica office)
- Translate in other languages such as Japanese, Korean and Arabic
- Work on a range of publications such as market commentaries, annual financial reports, fund factsheets/pitchbooks and marketing collateral
- Work on highly technical materials such as equity research publications and capital market updates
What Defines Us
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