Fixed Income and Credit Research
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Overview
Our
Solutions
Corporate credit research
We are a specialist in providing actionable research on corporate credit, across investment grade, cross-overs, high yield, stressed/ distressed, and leveraged loans. We are well-versed in the regional nuances of developed and emerging market debt, and have covered the majority of the sectors and sub-sectors including consumer, healthcare, financials, technology, communications, industrials, energy, utilities, and materials.
- Investment grade
- Cross-overs
- High yield
- Stressed/ Distressed
- Leveraged Loans
- Developed market credit
- Emerging market credit
- LatAm credit
- Supra-nationals/ Sovereigns
- Municipals
- Structured credit
Commercial lending underwriting support
For global loan underwriters (including commercial banks, financial institutions, and lending platforms) and 3rd party underwriting consultants, we offer the entire business and credit risk assessment and due diligence support. The support spans across commercial loans, equipment leasing, commercial real estate & asset based loans, project finance, leveraged loans, securitized loans, retail loans, credit cards, and investment solutions.
Origination and Underwriting Risk Scoring:
Underwriting risk assessment and due diligence include building cash flow models, credit analysis, risk ratings, industry analysis, peer comparison studies, and writing credit appraisal memos or Techno-economic viability report. This helps clients with speed-to-market, increase revenue, and do effective risk management.
Portfolio Monitoring
The effective monitoring of the portfolio helps clients regularly monitor and control risk, through periodic reviews, covenant compliance, and the loan restructuring support.
Analytical Services
Includes loan foreclosure and delinquency predictive analysis, customer loyalty, cross-selling, and revenue optimization analytics, social media analytics, sentiment analysis, customer survey analytics, and attrition analysis.
Securitized credit
A team of securitization analysts provide a comprehensive research support across MBS (CMBS and RMBS) and ABS deals (auto loans, student loans, credit cards etc). We build and maintain waterfall cash flow models, monitor covenant tests, perform sensitivity analysis, vintage analysis, static pool analysis, prepare summary reports/cheat-sheets, and analyze and report underlying collateral performance. We leverage our experience with third-party tools including Intex, ABS.Net, ABSXchange, and S&P and Moody’s structured products.
The research on CDO/CLO of ABS/MBS primarily includes analyzing the quality of underlying by assessing various parameters such as probability of default risk, interest rate risk, constituent changes, rating changes, average maturity, average age, and average yield.
Securitized credit
A team of securitization analysts provide a comprehensive research support across MBS (CMBS and RMBS) and ABS deals (auto loans, student loans, credit cards etc). We build and maintain waterfall cash flow models, monitor covenant tests, perform sensitivity analysis, vintage analysis, static pool analysis, prepare summary reports/cheat-sheets, and analyze and report underlying collateral performance. We leverage our experience with third-party tools including Intex, ABS.Net, ABSXchange, and S&P and Moody’s structured products.
Leverage loans
For CLO managers and sell-side leveraged loans desks, we offer an effective leveraged loans research, from research initiation to monitoring support across new and drive-by deals, A-to-E covenants, restructuring, waivers, and Refinancing/re-pricing.
Public finance
For clients with macro and public finance strategy, we provide support across writing macro-economic outlooks, sovereign and municipals reports, thematic reports, maintain a database of leading and lagging economic indicators by country and key sectors, and disseminate the intelligence through interactive dashboards.
Public finance
For clients with macro and public finance strategy, we provide support across writing macro-economic outlooks, sovereign and municipals reports, thematic reports, maintain a database of leading and lagging economic indicators by country and key sectors, and disseminate the intelligence through interactive dashboards.
Leverage loans
For CLO managers and sell-side leveraged loans desks, we offer an effective leveraged loans research, from research initiation to monitoring support across new and drive-by deals, A-to-E covenants, restructuring, waivers, and Refinancing/re-pricing.
Success Stories
Buy-side crossover and high yield research support
Investment management arm of a global insurance giant, based in the US. The investments were majorly in the US crossover and high yield bonds.
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Distressed debt research support for a US-based mid-sized asset manager firm
A mid-sized buy-side firm reached out to ValueAdd for stressed/ distressed debt origination support; it was a referral through one of our clients.
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Leveraged Loans Research for a US CLO fund
A newly set up multi-million-dollar US-based CLO fund based in New York.
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Credit research and shadow-rating support for US high yield and convertible bonds for a US based hedge fund
A US-based multi-billion-dollar hedge fund with high yield and convertible strategies. Had offices in New York and London.
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Buy-side Securitised credit Research Support
ABS/MBS fund manager of an investment management firm, based in the US.
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Stressed and distressed debt origination research support for a London-based boutique sell-side desk
A mid-sized credit-focused sell-side firm based out of London and with an investment team in Austin, Texas too, covered US and European credit markets.
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Sales and trading credit research support
A credit-trading desk of a large multi-asset brokerage firm based in the US.
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