History of Copal Amba

Acquisition by Moody’s Corporation 

Moody’s acquired Copal Partners in 2011 and Amba Research in 2013, creating Copal Amba – a market and quality leader in the research and analytics offshoring space.

Copal Amba provides custom research services (information, analysis, and insight) to the financial and corporate sectors, which complements Moody’s broader focus on packaged and off-the-shelf research, technology, and tools.

Copal Amba is the leading provider of offshore research and analytics services to the global financial and corporate sectors. They have consistently been ranked #1 in their space by multiple independent customer satisfaction surveys. Their clients include leading bulge-bracket financial institutions, Fortune 100 corporations, mid-tier companies, boutique investment banks, and funds. 

They support more than 200 institutional clients with a team of 2500+ employees. Their delivery centers are located close to clients and in proximity to scalable talent pools. Clients have saved over US$1.9 billion over the past 12 years by using Copal Amba's services to enhance front office efficiency.

Copal Amba is a subsidiary of Moody’s (NYSE: MCO).

Timeline of growth 
Founded in 2002, specifically to support the corporate finance departments of leading investment banks, Copal Partners was the pioneer of financial research outsourcing to the sector.

2003 Opened first overseas office in Delhi, India
2004-2006 Expanded investment banking capabilities to include a consulting division focused on servicing banks’ strategy and corporate development teams
2006-2007 Deutsche Bank, Bank of America Merrill Lynch (formerly Merrill Lynch) and Citigroup, became minority shareholders in the company
2008 Listed as the number one Financial Research Knowledge Process Outsourcing (KPO) firm by the Black Book of Outsourcing
Acquired Exëvo, a market research company, significantly enhancing Copal’s primary research capabilities
Joint venture with EthosData to provide a virtual data room service through a cloud platform for secure and confidential file sharing 
2009 Opened the Beijing research center to meet increasing demands and enhance APAC reach
Opened the Buenos Aires office 
2010 Launched Analytics division to bring insights through advanced data analysis for Marketing, Procurement, and Risk divisions
2011 Moody’s Corporation acquired a majority stake in Copal Partners
2013 Moody's acquired Amba Research, creating Copal Amba
2014 Moody’s completes acquisition of remaining stake in Copal Amba 

A dominant market leader in multiple segments 
Copal Amba occupies leadership positions in multiple user segments.

Investment banks
Our clients include eight of the top ten investment banks, and another 40+ mid-tier and specialist advisory firms. In several long-standing relationships, our teams constitute 30-50% of the client’s junior banker population.

Our clients include six of the top ten brokerage research houses, and another 35+ brokerages, specialist research firms, and stock exchanges. Typically, 30-75% of investment research activities are supported by our teams.

Asset managers and private banks 
Seven of Copal Amba’s asset management clients belong in the top ten in their category (by AUM), and an additional 30+ mid and small-sized funds extensively use Copal Amba to accomplish front office transformations. We support asset managers in the areas of investment research, marketing, and regulatory compliance.

Corporates and consulting
Our clients include several Fortune 500 companies and seven of the top ten consulting firms. We provide information, research, and analysis to people in every major industry, geography, and business function.

Commercial banks
Our clients include at least one top 15 bank on every major continent. We are the only knowledge-services specialist supporting banks in relationship management, lending activities, and risk management.

Expertise plus process produces visible business outcomes
Copal Amba's success is built on a combination of deep domain expertise and superior process. Our access to talent pools across the world is the bedrock of our ability to serve such a wide array of clientele. We ensure stringent hiring standards: every candidate goes through extensive written tests, group interviews, and final interviews by divisional heads. Our training programs are industry accredited, and are often used by clients to train their own employees. With processes that reflect years of experience across small and large engagements, we deeply understand customer requirements and ensure that the solution design reflects actual needs. Our process standardization and optimization procedures, templates, and models are reusable, ensuring faster turnaround times, improved productivity, and higher quality. As a result, we deliver business outcomes that are measurable and visible within a few weeks. By partnering with Copal Amba, investment banks have gained market share, brokerages have improved coverage efficiency, asset managers have better competed for funds and generated more investment ideas, banks have better managed lending risks, and corporations have researched markets faster and procured more cost effectively.

Copal Amba created this industry, and having become a part of Moody’s Corporation, the results we produce are becoming more strategic and transformational.

To learn more, visit www.copalamba.com