-
USD1.2m
Cost savings since inception
-
c.35%
Release of onshore bandwidth
-
400
Issuers under coverage
-
25%
Increase in coverage universe
CLIENT CHALLENGES
- 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
OUR APPROACH
- 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
IMPACT DELIVERED
- 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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