Buy-Side Insights

As a unique differentiator in the competitive world of investment banking, our Corporate and Investment Banking Division formed the Buy-Side Insights Group to assist our corporate clients in better understanding how their decisions and actions will likely influence their share price. Utilizing Credit Suisse's proprietary HOLT framework the Buy-Side Insights Group specializes in helping senior executives understand how corporate decisions concerning strategy, mergers and acquisitions, capital structure, portfolio shaping, capital allocation and debt and equity financing are likely to be viewed and valued by investors.

The Buy-Side Insights Group assists executives in understanding the investor's perspective of a company's historical performance, the market implied performance expectations and the implications of alternative future strategic and financial performance scenarios. Company managements are typically quite fascinated by this unique framework and appreciate the understanding it gives them of how investors view their company and their peers.

HOLT, a division of Credit Suisse, offers one of the most advanced corporate performance measurement, valuation, and strategic analysis frameworks for the exclusive benefit of Credit Suisse and its institutional investor and corporate clients. The HOLT framework focuses on cash flow rather than reported earnings, removes distortions caused by differences in accounting conventions and accounts for fluctuations in the level of inflation in order to provide our clients a more accurate evaluation of corporate performance and valuation. Corporate performance is calculated in terms of Cash Flow Return on Investment (CFROI=AE), which provides a unique perspective on the valuation of strategic decisions. The HOLT methodology helps investors and executives identify valuation insights about a company quickly and easily, saving time and effort. The Buy-Side Insights Group brings this unique capability of evaluating businesses and decisions from an institutional investor's perspective to our corporate clients.

Unparalleled on Wall Street

HOLT and The Buy-Side Insights Group are proprietary to Credit Suisse. No other bank on Wall Street has a more widely used and accepted shareholder value methodology and service offering with the depth and experience of HOLT and our HOLT product specialists.

The HOLT framework has over a 30 year track record with institutional investors and corporations. It is used by many of the most successful money managers in the world and some of the most well respected corporations in the world.

Over 5000 institutional investors subscribe to HOLT, including:

  • 60 of the Top 100 in the US and
  • 19 of the Top 20 in the U.K.
  • 5 of the Top 6 in Germany
  • 7 of the Top 10 in France
  • 6 of the Top 10 in Australia
  • 7 of the Top 10 in Non-Japan Asia

For most corporate clients, 50-75 percent of their top 25 shareholders are HOLT subscribers.

HOLT and The Buy-Side Insights Group are a core part of our investment banking service offering. If you would like to learn more about how you can make use of HOLT and The Buy-Side Insights Group, please ask your Credit Suisse banker today. Further information about how The Buy-Side Insights Group has impacted investment banking clients can be obtained by clicking on the following link: PLEASE CLICK HERE .