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800+ credit models created in six months, and a bond screener created for 4,000+ issuers
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USD1.5m+ in annualised cost savings
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APIs created for seamless data transfer
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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’s 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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