Public finance and taxable credit research support to a large private wealth manager in the US

  • USD1.2m

    Cost savings since inception

  • c.35%

    Release of onshore bandwidth

  • 400

    Issuers under coverage

  • 25%

    Increase in coverage universe

  • High volume and limited onshore bandwidth for deep-dive research
  • Limited expertise in covering multiple asset classes and sectors
  • Need for independent issuer recommendations
  • Lack of a standardised research process
  • Kicked off with a five-member FTE team with expertise in public finance and corporates
  • The team acted as extension of the onshore credit research team and was aligned with the client’s team of tax-exempt Munis and taxable credit
  • Helped the onshore team to standardise the report and model templates and create a robust research process for continuous monitoring and reviews
  • Deployed a team of supervisor and sector experts to monitor and ensure quality, accuracy and timeliness of deliverables
  • Initiated periodical governance calls to source timely feedback and incorporate it in deliverables


  • Achieved faster turnaround with superior and independent credit research views
  • Expanded the coverage universe by 25% within a year of kick-off
  • Delivered value addition through Muni programme updates, credit rating recommendations and weekly rating committee meetings
  • Created dashboards for covenant monitoring and headroom analysis with qualitative commentaries
  • Created dashboards for tracking macroeconomic indicators and key metrics for various municipal sectors
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What we have done

Public finance and credit research support to the investment management arm of a large US-based PE firm
What we are proud of


of annual cost savings


increase in onshore bandwidth