At Watsons District, We provide special administration, expertise and innovative solutions for Companies and Asset managers. We need to build a more reliable investments intermediaries and securities. Facilitate oversight requirements and a trustworthy decision making.
We have two separated branch: (IA) INVESTMENT ANALYSIS and (IR) INVESTOR RELATIONS.
Investment Analysis
Investment Analysis (IA) – is THE process that helps evaluate investments, industry trends, and economic cycles. Understanding investment analysis methods helps identify certain investment opportunities, anticipate future performance, and build a solid portfolio management strategy.
Deal Flow : collaborate to identify and understand promising business and assist throughout the investment process (including screening, financial and operational due diligence and closing).
Analysis : Monitor and enhance understanding of the performance and prospects of public companies to facilitate informed follow-on investment decision.
Reporting : Implement consistent reporting frameworks across portfolio management.
Benchmarking : Conduct analysis on valuations, metrics, trends and benchmarking across financial market sectors.
Administration : Funds administration and documented business process and thought processes.
Investor Relations
Investor Relations (IR) – the segment of institutional communication and financial communication – work on the creation and strategic management of a transparent (and two-way) information flow between the company and the financial community.
Deliverables : Assist in the preparation of Investor Relations (AGM – Annual General Meeting, Semesters, Quarters). Assisting Funds shareholders and stakeholders.
Ownership and Responsibility : for the appendix documents (additional information, property compendium, involvements in design and templates of reporting materials, data verification coordination and management).
Creation of Data & Insight : benchmark of listed markets sectors and peer analysis to be used in portfolio management, including board and ELT – Extract, Load and Transform.
Foster Relationships : bring human value into financial administration, in the Investor Relations Process and managing Investor Requests.