Fixed Income Research Support for a Europe Based Asset Manager

  • 30%

    increase in new coverage

  • 20%

    time saving

  • $1.0-1.5m

    annualized cost savings

  • >3000

    projects delivered


CLIENT CHALLENGES
  • A leading asset manager in Europe operating multiple funds in high yield and distressed debt had limited capacity to screen and evaluate new opportunities
  • This was leading to a delay in deployment of new funds; in addition, the high turnaround time was limiting the universe of investment opportunities
  • The client required support to monitor portfolio names for earnings and news/events due to insufficient bandwidth
OUR APPROACH
  • Deployed a team of credit analysts with experience in high yield and distressed research
  • Focused on screening and evaluating new investment opportunities, helping increase coverage of new issuance by more than 30%
  • Performed financial modeling, capital structure analysis,recovery analysis, covenant analysis, etc.
  • Monitored existing portfolio names to help client analysts focus on idea generation and other high-value activities
IMPACT DELIVERED
  • Standardized routine processes, which led to overall improvement in productivity and turnaround
  • Designed comprehensive initial evaluation template for high yield credits, providing a standardized framework to evaluate credits and make investment decisions relatively faster
  • Set up a strong monitoring framework involving watch lists, news alerts, and the earnings calendar, ensuring closer monitoring of the portfolio and timely decisions on the credit standardized routine processes, which led to overall improvement in productivity and turnaround
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What we have done

Fixed Income Research for a US Based Investment Bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach

Fixed Income Research for a Japanese Investment Bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach