Finance & instruments
Market research & specialist analysis coordination
We place opportunities in context through macroeconomic analysis and information gathering. Equities, bonds, funds and alternative investments are areas for research and discussion with appointed specialists.
Who this is for
Businesses and clients preparing a research brief for discussions with appointed specialists.
What the work includes
- Market context and scenarios
- Documentary comparison of structures and opportunities
- Coordination of specialist assessments
Typical advisory outputs
What the work produces
A source-based research brief, key assumptions and questions for specialist review.
The mandate confirms which outputs are required, who is responsible and the agreed timetable.
What to bring to the first discussion
The research question, relevant markets and the information or comparison required.
Start with a concise overview. We then identify the information and specialist input needed for the next stage.
How the engagement is defined
Scope, responsibilities, fees and next steps are agreed before work begins. Thaddeus undertakes its advisory and coordination duties; appointed providers deliver their specialist services under their own agreements.
Our role and responsibilities