Research and Analysis

Exploring opportunities to create value

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Informational efficiency has always been a key component of financial markets and at Optiva we have long recognised its value and importance to the investment process in helping our clients to achieve superior returns through differentiated investment insights and ideas.

Rigorous research and analysis provides clients with a focused, comprehensive, value-driven insight into a wide-range of global industries, sectors and markets, with the principal objective of enlightening, informing and supporting our investors and stakeholders in their investment decisions. Although an entirely separate function within the firm, our Research and Analysis team closely supports the work of our Corporate Finance / Broking and Investment Management departments.

We also have access to a number of industry expert external research consultants on whom we can call when reviewing certain sector-specific growth-based investment opportunities.

Optiva’s research strategy is based on factual marketing material and as such these reports do not give a recommendation to Buy, Hold or Sell stock.  The marketing material includes, though is not limited to, macroeconomic analysis, financial analysis and complex modelling to discover companies that are potentially undervalued, as well as companies that may present excellent capital growth opportunities for like-minded investors.  These reports are marketing communications under the rules of the Financial Conduct Authority.
Please refer to our Analysis Policy.

If you would like to receive more information on Optiva’s research and analysis services please contact us .


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