Research for global asset manager with USD100 million in AUM across fund strategies

Client Challenges

A US-based Hedge Fund was encountering scalability challenges due to bandwidth constraints, impacting its ability to handle increased workloads and participation in multi-fund transactions effectively. To address this, the client sought research support to manage the fluctuating demands more efficiently.

Project Methodology

We established a specialized team of analysts to closely support the client in various critical tasks including: -

• Multi-fund deal coverage, quarterly fund performance monitoring, portfolio evaluation, fund screening, reporting credit covenants, and deal evaluation.

• This collaborative effort ensured comprehensive assistance in routine tasks, enhancing efficiency and effectiveness.

Impact Delivered

• Enhanced Operational Efficiency: By generating additional bandwidth for the team, the client could direct their internal resources towards strategy and planning.

• Significant boost in participation in multi-fund deals by delivering rapid valuation multiples, facilitating over 500 enhanced engagements with quick turnaround.