US Based Private Equity Firm Turned to Outsourcing to Gain Substantial Financial Research on Pension Funds in the US

Financial Research Assistance at BackOffice Pro

BackOffice Pro (BOP) is one of the most renowned market research companies providing financial research services with invaluable insights and detailed analysis of the financial sector. The team of financial experts at BOP offers investment research, credit research, financial analysis, equity research, business valuation, financial modeling, debt analysis, and more.


Meet the Client – US-based Equity Firm

The client is a well-known private equity firm based in the US. One of its specialties lies in financial analysis.

Objective of the Financial Research Requirement

The client had some investment plans to expand their business, so they were looking to get a comprehensive report on the pension funds of 20 states across the US.





20 states

Turnaround Time

4 months

Client’s Challenges in Financial Research

The client wanted thorough research of pension funds run by different states in the US. The client had decided to hire BackOffice Pro for this research project since they had already worked with us. They were confident of our skill and ability to execute this project.

They wanted a comprehensive report on distribution patterns and inclinations based on thorough research. The client also requested the contact details of the main people in each fund and other notable people from these states.

BackOffice Pro’s Custom Solution on Financial Research

We started by constituting the specialist team of chartered financial analysts. They were chosen for their experience in finance and equity. They worked from our offshore delivery center, from where we delivered our services to the client.

The team charted a plan of action that was based on the client’s requirements. This plan detailed the resources and infrastructure available and the way forward. It also specified the template of reports and presentations that would be made in the future. Finally, a schedule was prepared. This included deadlines for milestones.

To collect all the relevant data, the team then assessed various financial sources. The team then created detailed and organized reports with well-designed presentations. These were created with special emphasis on the client’s requirement for analytical data. The client praised the precision and flair of our project. Importantly, this high-quality project was finished in record four months.

Financial Research Project Result

The client was more than satisfied with our quick turnaround time. They are now not just our regular customers but have also recommended us to other prospective clients.

Research Services CTA

Outsource Financial Research Requirements to BOP for Accurate Insights

BOP experts bridge the skill gaps through the experienced team available on flexible full-time equivalent mode. Contact us to discuss your financial research requirements and know the process to outsource your requirements to us.

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