About the client

A US-based asset manager wanted to launch a new CLO fund and sought help in initiating coverage on a set of high-yield (HY) and distressed credits.

Client challenges

Need for quick ramp up in coverage of targeted credits, before taking the fund to potential investors

• Timely initiation of new credits
• Limited in-house bandwidth for deep-dive credit assessments
• Need for scalable solution to assess financial health of mid-market and private loans - a diverse range of issuers across industries
• Faster turnaround required for timely investment decision-making
  

Our solution

• Assembled and deployed a team of five experienced credit analysts in one month
• Built detailed credit models, including covenant and recovery analysis
• Assessed investment strengths, risks, and industry dynamics
• Conducted peer benchmarking for relative valuation insights
• Delivered clear and concise credit notes covering all investment angles
• Enabled faster decisions through structured and scalable research 

Impact and results

• 60+
  CLOs covered in record time, supporting a rapid fund launch
  
  
• 50%
  Reduction in research workload, unlocking portfolio manager bandwidth for investor interactions
  
  
• 30-40%
  Faster decision-making, enabled by structured research templates and pre-built models
  

About Crisil Integral IQ

Crisil Integral IQ delivers solutions and actionable intelligence to top financial institutions, driving strategic transformation, risk optimization, and operational excellence. Our offerings across research, risk, lending, analytics and operations have empowered clients to navigate complex markets, mitigate risks and unlock new opportunities. Our domain expertise, innovative solutions, future-ready technologies such as AI and data science give clients the confidence to accelerate growth and achieve sustainable competitive advantage. Our globally diverse workforce operates in the Americas, Asia-Pacific, Europe, Australia and the Middle East.

Questions

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