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

  • USD1m

    of annual cost savings

  • c.40%

    increase in onshore bandwidth

  • Established

    robust monitoring process

  • c.32%

    productivity gains

  • High volume and limited onshore bandwidth
  • Expensive resources (onshore)
  • Unavailability of talent pool with cross-sector expertise
  • Challenges in meeting compliance deadlines
  • Kicked off with a six-member FTE team with cross-sector expertise
  • The team acted as an extension of the onshore credit research team and was aligned with the client’s team of tax-exempt Munis and taxable credits
  • Defined a workflow process process after a review and re-engineering of critical processes
  • Followed best practices with a robust quality control process and continuous feedback mechanism
  • Set priorities on initiations and initiated regular monitoring to meet compliance and regulatory requirements
  • Leveraged the time zone difference to support new issuance reviews
  • Achieved a sharp improvement in coverage and periodic monitoring of issuers
  • Our solution not only released onshore bandwidth but also helped institutionalise a robust monitoring process
  • Given the impact and value provided by Acuity, the client expanded the team size to nine FTEs within a year of kick-off
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What we have done

Public finance and taxable credit research support to a large private wealth manager in the US
What we are proud of


Cost savings since inception


Release of onshore bandwidth