-
USD1.2m
Cost savings since inception
-
c.35%
Release of onshore bandwidth
-
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 standardized research process
Our Approach
- Kicked off with a five-member dedicated team with expertise in public finance and corporates
- The team worked as an 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 standardize 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
Value 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 program 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
Thank you for sharing your details
Your file will start downloading automatically
If it does not download within 1 minute,
Share this on
