Fixed income research support for asset manager

CLIENT

A Brazilian asset manager specializing in investment funds and advisory services.

OPPORTUNITY

The client was looking for a qualified and scalable offshore partner to support its corporate fixed income team. The assignment’s scope included company fact sheets and the analysis of bonds and securities issued by North American and European corporates based on publicly available information such as financial reports and analyst reports.

SOLUTION

Based on a detailed understanding of the client’s investment research process and valuation framework, SG Analytics identified the key addressable areas and adopted the following approach:

Our team sourced data from various trusted sources such as company filings, loan agreements, indentures and research from rating agencies and provided the client with simplified financial research reports by deploying a team of analysts to gather and process the following information:

Earnings before Interest.
Depreciation and amortization (EBIDA) research.
Gross debt and net debt.
Current capitalization in global currencies.

SG Analytics ensured to update the company factsheets at the earliest to help the client take quicker investment decisions.

DATA SOURCES USED:

Bloomberg

Capital IQ

Markit

Moody’s

Fixed income research support for asset manager

CLIENT

OPPORTUNITY

SOLUTION

DATA SOURCES USED:

DATA SOURCES USED:

VALUE DELIVERED

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Fixed income research support for asset manager

CLIENT

OPPORTUNITY

SOLUTION

DATA SOURCES USED:

DATA SOURCES USED:

VALUE DELIVERED

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