Objective:
Small and mid-sized financial firms in the NYC region can obtain off-shore economies of scale.

Method:
Tactically analyze the investment process workflow. (diagram)
Identify structured elements that collect evidence and compile information.
Engineer research production to provide timely, completed work to decision makers.

Outcome:
Investment team delegates less-complex elements of investment process, increases focus on high level activities.

Most investment professionals use a disciplined, repeatable and scalable process for generating and evaluating ideas.  The components of the process vary from mundane and mechanical to subjective and complex.  Sometimes this work is easily produced, delivered and archived -- sometimes not.  Effective managers need this content queued and complete for a smooth investment process.

Inside a small firm, responsibilties run the gamut.  One person may be the CEO, Portfolio Manager, Capital Raiser, Trader, Compliance Officer, Risk Manager, Operations Manager, Coffee Maker... team members in small firms wear all the hats.

MwV brings decades of direct employment experience - buyside, sellside and info-vendor side -  to strategically guide small firms to intelligent outsouring of analyst research production. Client investment team members then increase focus on higher priorities, performance and profitability.

A good outsourcing platform can:

• produce a custom, complex 'morning paper'
• produce daily 'proprietary research' on portfolio holding
• optimize content and workflow for the 'daily process'
• deliver pre-defined idea generation material
• assemble content for investor communication solutions
  
• allow executives to perform more executive duties and fewer junior analyst duties

• designed to the decision maker's specifications
• secure, proprietary and dependable
  
• customized to changing situations
  
• flexible, intuitive and interactive
• constantly evolving