Modelling and screening support to a Swiss asset manager

  • 800+ credit models created in six months, and a bond screener created for 4,000+ issuers

  • USD1.5m+ in annualised cost savings

  • APIs created for seamless data transfer

  • Periodic maintenance started after the initiation period


CLIENT CHALLENGES
  • The client is one of the largest global asset managers, with investment teams across Europe and Asia. The client wanted to set up a flexible and scalable research support team to do the following:
  • Create and maintain models of varying complexity across multiple sectors
  • Build a bond-screening tool that could be used across the organisation
  • Create a customised tech solution for data transfer to the client窶冱 data warehouse
OUR APPROACH
  • Conducted initial discussions with fixed income heads for developed markets and emerging markets to understand requirements, model templates, coverage and the corresponding skill levels required
  • Conducted detailed white-boarding with fixed income and tech teams to discuss templates, timelines and approach
    • Established a 15-member analyst team and a 3-member tech team to deliver on expected requirements
    • Deployed analysts with deep sector expertise and access to internal sector experts
    • Standardised models and customised output in line with onshore analyst requirements
    • Delivered value-add across sectors for impact assessment of global events
  • Regular discussions and the coordinated approach adopted resulted in delivering customised, agile APIs for data transfer
IMPACT DELIVERED
  • Output-based model provided flexibility for quick ramp-up and ramp-down of coverage
  • Freed up 35% of onshore analyst capacity
  • High-quality credit output helped make informed and timely decisions
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What we have done

Financial modelling support to a global hedge fund
What we are proud of

35- 45%

target to improve operational efficiencies

operational efficiency analysis