Leveraged Loans Research for a US CLO fund

About Client:

A newly set up multi-million-dollar US-based CLO fund based in New York.

Business Problem:

The fund managers used to spend a lot of time researching for the origination and maintenance of 300+ US credits. So, to conserve its senior bandwidth for new and drive-by deals, they were looking to outsource regular maintenance updates to a 3rd party research partner

ValueAdd Solution:

ValueAdd quickly set up a two-analyst team with extensive leveraged loans research experience, and was supported by a Delivery Manager.

Exhaustive coverage support:

  • Regular support includes quarterly earnings updates/blurbs & summary notes, corporate actions updates, and daily news monitoring

Support beyond coverage:

  • In addition, the support also includes new & drive-by deal analysis, and other adhoc research requests.
  • Produce one-pagers tearsheets, followed by credit memo for filtered ideas

Benefits Delivered:

  • Led to acceleration of idea generation and quick investment decisions
  • Led to a saving of ~US$80,000 by not hiring an analyst in New York.
  • The India team worked overnight of the US, thus offering 24/5 productivity
  • Increased client bandwidth for effective fund management
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