Support to a global asset manager with USD1tn in AUM across fund strategies

  • 20%

    increased coverage to include a larger universe of funds

  • 1,000+

    enhanced participation in multi-fund deals


Client challenges

  • Inability to participate in multi-fund transactions
  • Limited scale to keep up with growth
  • Required strategic expansion on selected work streams

Our approach

  • Multi-fund deal coverage and roll-forward analysis
  • Quarterly monitoring and fund data operations
  • Credit covenant reporting
  • Portfolio rebalancing and revaluation
  • Fund analysis and screening
  • Deal evaluation analysis

Impact delivered

  • 1,000+ enhanced participation in multi-fund deals by providing quick turnaround on valuation/bid multiples
  • 20% increased coverage to include a larger universe of funds
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