Fixed Income & Credit Research Services

Delivering decisive research on global bond markets for global clients

Why Fixed Income & Credit Research is Important?

As a trusted outsourcing partner for knowledge processes and services, SG Analytics’ Fixed Income and Credit Research services offer bespoke research and analytics solutions in the investment research process to its clients across the world. Through our unique blend of domain expertise and service-driven culture, we aim to help our clients improve the quality of investment decisions through a robust, fundamental and thorough research process. We deliver insights on various fixed income products across various rating categories, industry and thematic reports, and macroeconomic insights. We also offer compliance support and assist in formulating cross-asset investment strategies.

Why SGA ?

OUR DOMAIN EXPERTISE

Investment Banks

SG Analytics provides fixed income and credit research services to investment banks
  • Fixed income and credit research services that facilitate the cash flow modelling for investment-grade, high-yield, and distressed debt which include setting up projections, capital structure, covenant, recovery, waterfall, asset valuation, scenario and sensitivity analysis
  • Rating model, leveraged buyout, and relative bond valuation
  • Credit report/memo with and without trading recommendation
  • HY bond comps, charting and presentation support
  • Monitoring coverage through earnings review
  • Credit strategy and thematic reports
  • Daily news monitoring and periodicals
  • Issuer-paid research to enhance visibility in the investor and analyst circle

Asset Managers

SG Analytics provides fixed income and credit research services to asset managers
  • Developing screeners to generate trade ideas
  • Cash flow modeling for investment grade, high-yield, and distressed debt
  • Preparing credit notes including ESG and relative value analysis to arrive at recommendation
  • Active management of investment portfolio through regular monitoring of earnings and events including new issue notes
  • Morning credit briefing, supporting in monthly CIO newsletter and strategy
  • Structured finance for CLO, CDO, ABS and synthetics

Private Credit

SG Analytics provides fixed income and credit research services to private credit
  • Target screening for middle market, owner-operated and PE-backed firms
  • Financial spreading of unstructured data into structured form with standard adjustments for one-off line items to determine key credit ratios, variance analysis, capital structure, covenant testing etc.
  • Monitoring operating performance
  • Writing credit memo/due diligence report which includes a detailed business and financial profile, industry, risk and mitigants
  • Management profiling, management compensation analysis
  • Industry sizing and reports for niche markets e.g.biotech, fintech start-up companies

Commercial Banks

SG Analytics provides fixed income and credit research services to commercial banks
  • Origination and underwriting support
  • Financial spreading, collateral assessment, writing credit memo and surveillance notes
  • Determining qualitative rating criteria for the leveraged and asset based loans
  • Counter party credit reviews/assessments of municipals, banks, brokers/dealers and corporates
  • Covenant monitoring and testing, repayment ability analysis

Macroeconomic Research

Macroeconomic research as a part of equity research services | SG Analytics
  • Preparing daily macro and credit markets outlook
  • Drafting monthly/quarterly/semi-annual/annual economic periodicals, including equities, fixed income, FX and commodities outlook
  • Sovereign analysis, rates analysis, thematic reports, and geopolitical insights
  • Econometric modelling with stress testing and scenario analysis

Our Work

Knowledge Center - Your Information Hub

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