Thematic research & market intelligence
Research, market mapping and monitoring across sectors, companies, products and strategic themes.
- Industry landscapes
- Company and business-model briefs
- Trend and event monitoring
INSTITUTIONAL SERVICES
Research organised around institutional questions.
We provide project-based consulting and research support to securities firms, fund managers, private banks and family offices. Every engagement begins with a defined question and a clear scope, source standard and review process.
Hong Kong equities & cross-border support
Support for Mainland institutions interpreting Hong Kong-listed companies and cross-border capital markets.
- Company and sector research
- A/H information comparison
- Chinese and English synthesis
Bespoke research & verification
Desk research, fact-checking, interview preparation and research-file organisation within a client framework.
- Public-source verification
- Interview preparation
- Structured evidence files
Research operations
Workflow, review gates and collaboration design for recurring or time-sensitive research needs.
- Task design
- Citation standards
- Quality review
Executive & institutional briefs
Concise material for management, investment committees and professional client conversations.
- Executive briefs
- Issue memoranda
- Meeting and Q&A materials
Research talent collaboration
Screened and trained research capacity for suitable projects within defined confidentiality boundaries.
- Project teams
- Structured training
- Layered review
ENGAGEMENT MODEL
From a research need to an output that can be used.
Institutional assignments are shaped by deadlines, information rights, intended audiences and format requirements. We first define the decision behind the request, the evidence standard and the review process, then build the workplan around those constraints.
Scoping the engagement
We define the core question, audience, boundaries, working language, output and timing. Broad topics are broken into testable sub-questions so the research remains connected to its intended use.
- Question and use case
- Information cut-off and timeline
- Reviewers and version rules
Typical deliverables
Outputs may include executive briefs, company or sector studies, market maps, monitoring files, meeting packs, interview guides and structured research records. Facts and the limits of conclusions are made explicit.
- Company and sector briefs
- Competitive and institutional maps
- Monitoring, Q&A and meeting materials
Coordination and confidentiality
Projects use defined communication and review points. Scope changes and new information are recorded, while client materials are handled only within the agreed team, purpose and access boundaries.
- Progress and issue logs
- Change and version records
- Project-specific access controls
ORIENTAL RIVERSTONE / HONG KONG