About Acuity Knowledge Partners

Empowering you to be exceptional

July 2021
Trusted Partner to Global Financial Services Industry

Acuity Knowledge Partners is a leading provider of Global Offices

high-value research, analytics and business
intelligence to the financial services sector. New York City and San Francisco,
United States
We serve a wide array of clients ranging from asset
& private wealth managers, investment banks,
London, United Kingdom
commercial banks, private equity & venture capital
firms, brokerages & trading firms, consulting Bangalore and Gurgaon, India
companies and more.
Colombo, Sri Lanka

San José, Costa Rica

2003 350+ 3500+
Founded Clients SMEs Beijing and Hong Kong SAR, China

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We are a new brand,
not a new company
Nov, 2019, rebranded to Acuity Knowledge
Partners, post management buy-out by Equistone
Partners Europe from Moody’s Analytics

No change in management, policies, processes or

employee benefits

Retained all marquee clients, and continue to grow

in high double digits in terms of revenues

Our core values, ethos and integrity enables us to

be a trusted partner for our customers

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Our Values

Customer Focus
We tackle our customers’ Problem as if they were our own.
Work Hard.
Performance Obsessed
We want everything we do, big or small, to be exceptional.

Teamwork and Fun

We believe in collaboration and fostering a sense of
Play Hard.
belonging. We never turn down a reason to celebrate.

Humility and Respect

Diverse and inclusive culture that is built on equality and equal Be Kind.
opportunities where all voices are heard and valued.

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Driving a Vision for the Future – The Acuity Leadership Team

Philip Gore-Randall Robert King Damian Burleigh

Chairman Chief Executive Chief Revenue &
Officer, & Member of Marketing Officer
the Board

Dr. Paul J. Alapat David Fellows Avadhesh Dixit

Chief Product Officer Chief Product Officer Chief Human
Resources Officer

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Empowering you to
be exceptional
We help bridge the gap between the perception and the
reality of working in the financial services industry.

Being an insider with nearly two decades of experience we

can open-up a plethora of opportunities for you to work in a
wide range of finance-related jobs; from supporting
investment bankers, asset managers, commercial bankers
to working on financial modeling, model risk management
and beyond.

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Human Capital + Technology = Do More with Less
We combine human capital and technology to provide bespoke solutions that
drive measurable business outcomes for our customers thereby creating a
competitive edge that is truly sustainable.

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Create Your Dream Career in the Financial Services Industry
with Us

Work for Global Clients

Get an opportunity to work with top investment banks,
brokerages, commercial banks, hedge funds, private
equity firms, venture capital firms and more.
Cutting Edge and Futuristic Projects

Work with our BEAT team to create bespoke

technology solutions leveraging disruptive tech
like AI/ML to deliver tangible business outcomes
for our clients

Work with the Brightest Minds on Wall Street

Our teams are techno functional and consists of
experienced researchers, statisticians, data scientists,
technologists and excel ninjas

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Career Acceleration Programs
Leadership Program

1 Selected individuals are mentored and groomed by senior leadership on

various aspects of leadership, team management, driving culture and
more. Includes external trainings by consultants

Management Trainee Program

2 Fast-track career development program to ensure top performers are

recognized and given training to elevate them to the next level



Blended learning – Classroom + eLearning + on-the-job
Content – Domain knowledge + Team skills + Management Skills

Training and Sponsorships

3 We sponsor programs like Chartered Financial Analysis (CFA), Financial

Risk Management (FRM), Project Management Professional (PMP)

Internal Job Postings

4 We strongly believe that each individual charts his/her own career. Our
internal job postings offer employees access to a wide variety of
opportunities across client segments and business horizontals.
Training at Acuity Knowledge Partners
Training at Acuity is designed to provide right platform for career development with a view to
EMPOWER and TRANSFORM clients and talents together

A Trainings to enable better client servicing B Continuous Education for Skill Upgrade

Technical training Professional Knowledge Sharing Skill Upgrade

programs development efforts Platforms Assistance

 Boot Camp Trainings for  Behavioral and  Learning Management  CFA, FRM, CIMA
Fresh Grads Communication trainings System and Knowledge
 Independent Skill
Repository
 Refresher Training  Self, Client, and Team Assessments
Programs Management trainings  SMEs sessions on sectors,
domains, client centricity
 Customized for new client /  Trainings for New
etc..
job rotation Managers and Leaders

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Training at Acuity Knowledge Partners
Talented, well trained and motivated staff with financial services domain expertise is the backbone
of Acuity’s ongoing success and excellent client service

Campus to Corporate Manager Essentials

Campus Boot Camp trainings New 1-2-1 Coaching
Hires On-the-Job trainings Managers Team Management
Communication Skills

Professional Development Support throughout an employees life cycle

Refresher Trainings Change Management

Experienced Skill Upgrade Strategy Events
Hires Leaders
Client Management Digital Transformation
Qualification Assistance

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Culture and Life
@ Acuity
We believe that employees feel comfortable and enjoy
work when the corporate culture matches with their values
and aspirations.

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We believe in work life
balance
Maintaining a work-life balance in today’s unpredictable and fast-
paced business world is incredibly difficult.

We are forever connected through technology and social media,

making it more difficult to separate work from our personal lives.

Hence, we support our employees to maintain a healthy work-life

balance.

We want everyone to be motivated and focused when they come to

work. This helps improve productivity, creativity and efficiency of the
team

Vacations and holidays are not a luxury, they are a necessity.

They help people switch off and enjoy life and come back
rejuvenated and recharged.

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We celebrate uniqueness

Diversity and Inclusion is at the core of our business

Equal Opportunity Employer
We are fully committed to being an inclusive workforce
with employees representing across different
backgrounds, cultures, gender, and viewpoints

Be Your Authentic Self

We celebrate uniqueness, and truly believe it to

be a catalyst for innovation, creativity and
problem solving.

Every Voice is Heard and Valued

We support our employees to express themselves. Every
idea, opinion, and suggestion matters.

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Diversity Networks

WIN – The Women’s Initiatives Network

We are fiercely passionate about An employee driven network that fosters greater interaction
women’s empowerment, promoting among peers, and acts as a collective voice for raising women's
culture and helping the community. issues to senior management and also enabling women to fast-
track their careers
PEP – The Parents Encouraging Parents Network
Diversity networks are employee-driven An initiative that aims to strengthen parenting abilities and
networks that help promote critical promote the development of new competencies, so that parents
initiatives that empower employees to have the knowledge and skills needed to carry out child-rearing
be exceptional not only at work but responsibilities and provide their children with experiences and
also in their personal life. opportunities that promote learning and development.

All networks are headed by a MAGNET – The Multicultural Affinity and Growth
management leader underscoring the An employee driven network that seeks to leverage talent by
importance of these networks to Acuity. promoting recruitment, professional development and
networking opportunities for our ethnically diverse employees.

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Openness and Transparency
We believe in having openness and transparency:
1. Between management and employees
2. Between managers and employees
3. Between peers
Transparency fosters effective communication which is
quintessential for any business
We have open town halls with our CEO where everyone is
encouraged to ask questions about strategy, financials, new
policies, or anything that’s on your mind.

Leadership Town Halls Skip Level Meetings

Helpdesks Hotlines HR Connect Sessions
Employee Satisfaction Survey Newsletter

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Bring about a real change in
the real world
Community outreach is more than just financial support for us.
It is about providing our greatest asset – our people. We
leverage our access to resources to make valuable
contributions to society and local communities. Employee
involvement, which includes skills, time, talent and leadership,
is a critical aspect of the company’s strategy of giving back to
society.

We make a living by what we get, we make a

life by what we give.

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Having Fun At Work
We believe that work can be fun. Hence we devote time to celebrate every milestone, individual success,
and festivals together. At Acuity, you will always find plenty of opportunities for networking, team bonding,
creating lasting friendships and exploring your passion.

If you are a sports enthusiast, then feel free to join or lead our corporate cricket, football, badminton,
quizzing or any other sports related teams.

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We Take Employee Health Seriously
We have a many fitness activities, competitions, guest workshops to make
sure you stay on top of your health

Still in case you still need medical help, we have best in the industry
health care plans for our employees and their immediate families

1 Term Life Insurance

3-4 times of fixed CTC depending on seniority level

2
Accidental Coverage
Corporate plan of Acuity which offers 2 times of Fixed CTC of employees.

Parental Insurance

3 A self-funded parent cover with a floater cover of INR 2 Lacs for both
the parents / Parents-in-law

4 Group Medical Coverage

A best-in-industry Group Medical Coverage for all employees to meet
expenses up to INR 3/5/8 Lacs.
Benefits – India
Compensation and Benefits Team
Benefits Synopsis

As work and family life absorbs the bulk Acuity understands that needs change
of an employee’s attention and at different stages of life. It has come
finances, Acuity provides best in class up with a flexible, tax efficient
medical facility that can be both a Health Care structure which helps employees to
comfort and an asset. Benefits

Saving Solution
design their compensation structure

Tax Efficiency,
Retirement &
as per their needs.

Convenience
Work-Life &

Benefits
Education Assistance Program is a strategic
We know how difficult Things can be for
benefit which helps employees in improving
young parents. Therefore at Acuity, we
Education their skills and capabilities through external
have redesigned our maternal and
Assistance coursework. Acuity encourages employees
paternal leave policies to ensure every
Program to take up such courses and supports them
parent at Acuity spends enough time in
by giving them examination leaves and
taking care of his or her newborn.
reimbursing the fees

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Benefits | India

 A best-in-industry Group Medical Coverage for all employees to meet expenses up to INR 3/5/8 Lacs.
Group Medical
 This benefit covers all its employees and their immediate dependents (spouse + upto 2 dependent children)
Coverage (GMC)
 This policy covers expenses by the insured person on account of hospitalization due to sickness or accident

Parents Insurance
 A self-funded parent cover with a floater cover of INR 2 Lacs for both the parents / Parents-in-law.
Coverage

Group Personal
 This insurance covers death or disablement due to an accident. Sum insured is 2 times of fixed cover.
Accident Cover

 3 times of fixed CTC up to Associate Director

Term Life Insurance
 4 times of fixed CTC for Director and above

Business Travel &  This is a corporate funded cover in which all employees are covered for Permanent Disablement, Partial
Accident Cover Disablement and demise due to accident.

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Benefits | India

 This is a unique benefit provided by Acuity to all its employees where they can take up any professional
certification course and save taxes on the fees paid by them.
Professional Education
Assistance  We also have a special benefit on courses like CFA, FRM and PRM where the fees is reimbursed by the
organization. Company reimburses up to USD 500 as examination fees for level 1,2 and 3.
National Pension  A voluntary benefit provided to all employees to save taxes and save for the future as well.
Scheme
(Retirement Benefit)  Employee can contribute up to 10% of basic salary and make their compensation tax efficient
 Nothing compares with that first day back to work after maternal leaves. A new mother needs support as she
tackles the sharp learning curve of being a working parent.
Crèche Facility
 Crèche facility is provided to all new mothers to help them accommodate both their personal and professional
lives.

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 Thank You

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NOTWITHSTANDING ANYTHING CONTAINED IN THIS DOCUMENT TO THE CONTRARY, ACUITY KNOWLEDGE PARTNERS IS NOT AGREEING TO ANY
LEGAL OR CONTRACTUAL TERMS, CONDITIONS, OR OBLIGATIONS IN CONNECTION (AS APPLICABLE). ACUITY KNOWLEDGE PARTNERS EXPRESSLY
RESERVES THE RIGHT TO FULLY AND FREELY NEGOTIATE ALL RELEVANT LEGAL TERMS (AS APPLICABLE).

ALL INFORMATION CONTAINED HEREIN IS PROTECTED BY LAW AND NONE OF SUCH INFORMATION MAY BE COPIED OR OTHERWISE REPRODUCED,
REPACKAGED, FURTHER TRANSMITTED, TRANSFERRED, DISSEMINATED, REDISTRIBUTED OR RESOLD, OR STORED FOR SUBSEQUENT USE FOR ANY
PURPOSE WHATSOEVER, IN WHOLE OR IN PART, IN ANY FORM OR MANNER OR BY ANY MEANS WHATSOEVER, BY ANY PERSON WITHOUT ACUITY
KNOWLEDGE PARTNERS PRIOR WRITTEN CONSENT.

ALL INFORMATION CONTAINED HEREIN IS BELIEVED TO BE ACCURATE AND RELIABLE. BECAUSE OF THE POSSIBILITY OF HUMAN OR MECHANICAL
ERROR AS WELL AS OTHER FACTORS, HOWEVER, ALL INFORMATION CONTAINED HEREIN IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND.

TO THE EXTENT PERMITTED BY LAW, ACUITY KNOWLEDGE PARTNERS AND ITS DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, REPRESENTATIVES,
LICENSORS AND SUPPLIERS DISCLAIM LIABILITY TO ANY PERSON OR ENTITY FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, OR INCIDENTAL
LOSSES OR DAMAGES WHATSOEVER ARISING FROM OR IN CONNECTION WITH THE INFORMATION CONTAINED HEREIN OR THE USE OF OR INABILITY
TO USE ANY SUCH INFORMATION, EVEN IF ACUITY KNOWLEDGE PARTNERS OR ANY OF ITS DIRECTORS, OFFICERS, EMPLOYEES, AGENTS,
REPRESENTATIVES, LICENSORS OR SUPPLIERS IS ADVISED IN ADVANCE OF THE POSSIBILITY OF SUCH LOSSES OR DAMAGES.

TO THE EXTENT PERMITTED BY LAW, ACUITY KNOWLEDGE PARTNERS AND ITS DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, REPRESENTATIVES,
LICENSORS AND SUPPLIERS DISCLAIM LIABILITY FOR ANY DIRECT OR COMPENSATORY LOSSES OR DAMAGES CAUSED TO ANY PERSON OR ENTITY,
INCLUDING BUT NOT LIMITED TO BY ANY NEGLIGENCE (BUT EXCLUDING FRAUD OR ANY OTHER TYPE OF LIABILITY THAT, FOR THE AVOIDANCE OF
DOUBT, BY LAW CANNOT BE EXCLUDED) ON THE PART OF, OR ANY CONTINGENCY WITHIN OR BEYOND THE CONTROL OF, ACUITY KNOWLEDGE
PARTNERS OR ANY OF ITS DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, REPRESENTATIVES, LICENSORS OR SUPPLIERS, ARISING FROM OR IN
CONNECTION WITH THE INFORMATION CONTAINED HEREIN OR THE USE OF OR INABILITY TO USE ANY SUCH INFORMATION.

WITH RESPECT TO THE INFORMATION PROVIDED HEREIN, ACUITY KNOWLEDGE PARTNERS HEREBY DISCLAIMS ANY WARRANTY, EXPRESS OR
IMPLIED IN RELATION TO FITNESS FOR ANY PARTICULAR PURPOSE.

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