Will AI investment boom finally show up in productivity?
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Do the new tariff regimes harden into a semi-permanent fragmented trading system?
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Are we at the start of a multi-year squeeze in power, grids, metals and cooling capacity that re-prices entire sectors?
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Do insurers, banks, and bond markets finally start fully repricing coastal, heat and flood risk in 2026?
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Will AI investment boom finally show up in productivity? • Do the new tariff regimes harden into a semi-permanent fragmented trading system? • Are we at the start of a multi-year squeeze in power, grids, metals and cooling capacity that re-prices entire sectors? • Do insurers, banks, and bond markets finally start fully repricing coastal, heat and flood risk in 2026? •
The highest level of service,
for the institutions that want
a reliable partner…
Tesseract Research regularly collaborates with asset management firms, family offices and other financial institutions as a partner in research and operations.
All of our collaborations with institutions are by nature,
customized, private and subject to NDAs.
How we help institutions
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On Demand Support
Typically a few days to 2 weeks
Narrow, well-defined questions
One main deliverable, minimal back-and-forth
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Custom Projects
Typically 2–12 weeks, with a defined start and end
Multi-step work with agreed milestones and clear deliverables
Regular check-ins (weekly/bi-weekly)
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Strategic Partnership
6 months or longer, ongoing
Handles higher-complexity, evolving mandates (e.g. recurring reviews, thematic coverage, ad-hoc asks)
Standing calls (e.g. monthly/quarterly) plus ad-hoc touchpoints around key events
EXTERNAL RESEARCH CAPACITY WHEN YOUR TEAM IS FULLY BOOKED…
Most investment teams are already running at full capacity. There’s more data to process, more reporting, more regulation and less time to dig into the ideas that don’t fit neatly into the day-to-day pipeline.
Building a permanent internal team for every niche question isn’t realistic.
Tesseract Research is built for that gap. It’s a small, focused shop that works alongside your existing analysts and PMs, taking on discrete research work, project-based mandates or longer-term support under retainer.
No generic research feed, no mass newsletter, just targeted help on the specific questions where external, independent analysis saves your team time and improves the quality of their decisions.
80 % of asset managers plan to begin or expand research outsourcing
In public markets today, almost nothing is done entirely in-house. A recent BNY Mellon survey found that around 80% of asset managers and over 40% of asset owners expect to begin or expand research outsourcing, and only a small minority have no plans to outsource at all.
That doesn’t mean shutting down internal research teams. It means adding flexible capacity, specialist coverage and better data where internal resources are already stretched. The real question has shifted from whether to outsource, to which parts of the research and analytics stack benefit most from external partners.
OUTSOURCING IS NOW THE DEFAULT OPTION
In financial services, outsourcing is no longer a side experiment. Research from Virtue/Intellect Market Research estimates that the global BFSI outsourcing market will grow from roughly $108 billion in 2023 to about $186 billion by 2030.
The logic is straightforward: internal teams focus on investment decisions, risk and client relationships; specialist partners take on the project-based, data-heavy and process-heavy work that doesn’t justify permanent headcount.
Tesseract Research sits exactly in that space, a focused external research layer you can switch on when the workload spikes or when you need depth in a niche that your core team doesn’t currently cover.
COUNTERPARTY & MANAGER DUE DILIGENCE
Independent eyes on the people and vehicles you trust with capital.
We quietly stress-test external managers, sponsors, platforms and key individuals before you deepen the relationship. The focus is simple: integrity, alignment and the true quality of the track record.
Final deliverable:
A concise due-diligence note with a clear red / amber / green view.
Why this is useful:
Reduces headline and fraud risk around new relationships.
Gives the IC a defensible, third-party opinion, not a sales deck.
ONGOING PORTFOLIO & POSITION RESEARCH
Continuous research support for assets you already own.
As portfolios grow, attention fragments. We keep independent watch over core holdings, highlighting concentration, liquidity and governance risks, plus the events that actually matter for your book.
Final deliverable:
Recurring portfolio briefings and focused event alerts on key positions.
Why this is useful:
Cuts the odds of being surprised by avoidable drawdowns.
Frees internal teams to focus on allocation and client work.
THEMATIC & SECTOR DEEP-DIVE PACKS
Clarity on new themes before you scale exposure.
When a theme or niche sector catches your interest, we build a tailored map of the opportunity set, key drivers, major risks and realistic implementation routes that fit your mandate.
Final deliverable:
A structured thematic report with an implementation short-list.
Why this is useful:
Speeds up IC discussions on where to lean in, or stand aside.
Avoids generic “thought leadership” and goes straight to investable angles.
PRIVATE DEAL & CO-INVESTMENT SCREENING
Fast red-flag screening for direct, club and co-investment deals.
Direct deals are attractive but uneven. We apply a disciplined sanity check to structures, economics and counterparties so weak or misaligned proposals are flagged early.
Final deliverable:
A short decision memo: proceed, proceed with conditions, or decline.
Why this is useful:
Filters out problematic deals before legal and IC time is sunk.
Strengthens your position when renegotiating or walking away.
“The basic fact of economics is that people are driven by their own needs and desires, and that is the reason for the creation of wealth.”
Frequently asked questions
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Most projects result in a written memo or report (PDF/Word), plus supporting Excel models or slides if needed. We can also work inside your templates and house style if you prefer.
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Short tasks are priced as fixed-fee engagements; larger projects are scoped with a clear estimate before work starts. Ongoing support is available on a monthly retainer with a defined number of hours and response times.
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Once the invoice is paid, you own the final deliverables and can use them internally as you wish. We only retain a copy for record-keeping and do not share your materials with other clients.