Equity Firm in the US Determines the Investment Trends of the Pension Funds in the US with Precise Financial Research

Financial Research Assistance from BackOffice Pro

BackOffice Pro (BOP) is renowned financial research company providing financial analysis services to various global organizations and startups from all industries. Our financial research reports are result driven and help in better decision-making leading to raise the profit.


Meet the Client: US Based Private Equity Firm

The client is a US-based Private Equity Firm that does important research related to pension funds in different American states and how they are being invested. They needed a reliable offshore partnering solution, and since they had already availed of the services of Back Office Pro earlier, they approached us once again.

Objective Behind the Financial Research Project

The client aimed at gathering the financial data of the pension funds of 20 different American states.



Pension fund of 20
American states


4 months

Challenges of the Client in Financial Research Requirement

The client was facing difficulties in gathering financial data from twenty different American states' pension funds, understanding how and where the bulk of these funds were invested, and determining these investments' patterns.

On top of that, the client also wanted to collate the names and contact details of the essential people in this field and provide a detailed analysis of their roles. They hired BOP to manage the task and deliver the output on time.

Custom Solution from BackOffice Pro on Financial Research

To start the project, we hired Chartered Financial Analysts (CFA) specializing in Equity and Finance. These professionals were based in our offshore delivery center from where we submitted the final work to the client.

They first analyzed the kind of research needed and drew up a plan detailing how to go about the job using the available infrastructure and resources. They also discussed the other deliverables for the project, including the formats of the presentations and reports. Eventually, the plan also showed the timeline estimate for the entire project.

They used different tools at their disposal to collect the required raw data. It was then strenuously analyzed and studied so that the pattern of investments could be mapped, and a trend could be predicted. Following this, we made the necessary reports and presentations, which is what the client initially needed. In the end, we exceeded the expectation of our client by delivering the entire project in a record time of four months.

Financial Research Takeaways

As we saved our client a lot of time and money, this project led us to a long-term partnership with the client. The client was benefitted in the following ways:

  • Saved cost with our competitive rates
  • Received top-notch financial research report in record time

Being highly satisfied, they recommended our name to other businesses as well.

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