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Provided Fixed Income Research to Identify Investment Opportunities for a Top Asset Management Firm

Case Study on Fixed Income Research Asset Management Firm

Fixed income research services by Outsource2india successfully helped a top asset management firm to identify viable investment opportunities in the volatile international debt markets.

The Client

The client is one of the biggest names in South America, with over 20 years of experience in Asset Management. The client specializes in discretionary mandates, investment funds, as well as advisory services and offers lucrative long-term financial options to their customers. Based out of Sao Paulo, Brazil, the client focuses on finding investment opportunities and monitoring risk tolerance to ensure investments are self-sustainable and profitable.

Requirements & Challenges

The client has extensive experience in investments and credit analysis but needed a qualified and scalable offshore financial research team to support fixed income analysis and report viable investment opportunities in international debt markets. The research involved analyzing corporate financial reports of several organizations that offer bonds and securities. The research reports needed to be updated on real-time basis to avoid changes in the investment scenario, and help the client direct funds for a risk-free investment.

Our Solution

Outsource2india delivered a pilot program to ensure the quality of our financial research activities met their expectations. As the project required real-time information sharing, we deployed two full-time financial analysts with 15 years of combined research experience. The client deliveries included a list of financial agencies, banks, and other organizations who offer bonds for fixed income investment opportunities. Our dedicated analysts conducted research on those organizations based on the criteria charted by the Service Level Agreements (SLA) to ensure accurate research outcomes.

Outsource2india conducted Earnings before Interest, Depreciation and Amortization (EBIDA) research, gross debt, net debt, and current capitalization in global currencies to provide the client with simplified financial research reports. O2I also provided updates on company factsheets at the earliest to help the client take quicker decisions. The fixed income analysis reports included Excel sheets and PDFs, which were delivered through secured file and data sharing system.

The Outsource2india Advantage

Outsource2india is a forerunner in the field of financial research services. We provide tailor-made research reports within the stipulated time to match client requirements. Our global delivery locations and staff availability across different time zones ensure quick turnaround time.

Over the years, our analysts have provided fixed income research services to clients from various industry segments and are familiar with leading market regulations and global economic changes.

Avail Reliable Fixed Income Research Services at Outsource2india

Being in the industry for over 25 years now, Outsource2india has been offering professional and reliable fixed income research services to global clients. Our financial research analysts will understand your requirements and will precisely cater to it. Having successfully assisted numerous prestigious clients across the world, we have evolved over the time and can provide assistance to even most complex requirements.

If you have any similar requirements or want customized support, just reach Outsource2india today. Our professionals will help you with your next financial research project.

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