Key Points
Challenge
  • A leading asset management firm that catered to high net-worth individuals and institutional investors lacked customized products and templates
  • It wanted to capture and standardize data, and transfer knowledge and business intelligence across teams
Solution
  • WNS helped underwrite credit deals in a proprietary application, monitor investments through detailed financial models, and provide a macro-economic overview
Benefits
  • WNS enabled the client to increase scope and product coverage tenfold, create customized products and templates and adopt a standardized approach to calculating key financial numbers

Client Profile

A leading asset management firm that specializes in creating investment strategies and solutions for sophisticated, high-net-worth individuals and institutional investors

The Challenge

The client had three major challenges to surmount:

  • Lack of customized products / templates to suit client's diverse requirements
  • Data capture and standardization
  • Knowledge transfer / business intelligence across teams

 

WNS was chosen after a rigorous selection process, and the client entrusted WNS with a mandate for:

  • Underwriting credit deals in client proprietary application
  • Monitoring investments through detailed financial models
  • Providing a macroeconomic overview of Bank Loan, IG-Investment Grade, and HY-High Yield markets through weekly newsletters, reports and industry reviews among others

 

Key Features of the WNS Solution

  • Bank loan process underwriting support
    - Update proprietary application with data from offering memorandum and term sheets
    - Creating and servicing financial models
    - Statement spreading
    - Coverage of 2500+ credits
  • Research process servicing support
    - Build and update the servicing models with the latest financial results
    - Calculate key credit metrics to evaluate and monitor investment decisions
    - Coverage of approximately 600 credits
  • Structured credit process updates and monitor Collateralized Debt Obligations (CDO) / Collateralized Loan Obligations (CLO) deals where the client has interest / exposure
    - This included cash flow, market value as well as synthetic deals
    - Coverage of approximately 650 names

Extending Your Enterprise

WNS extended the client's enterprise by helping increase scope and product coverage by tenfold, building a highly skilled and dedicated team of analysts, increasing revenue by developing new products and creating a sustainable offshore business model.

Benefits Delivered to the Client by WNS

  • Increased scope and product coverage by approximately tenfold
  • Built a client-dedicated team staffed with highly educated, skilled and committed analysts
  • Created customized products / templates to suit the client's diverse requirements
  • Designed and developed several new products for the client such as the weekly macroeconomic newsletter, which was distributed to its external clients, thus generating revenue
  • Standardized approach for calculating key financial numbers such as EV, EBITDA, FCF and leverage, among others
  • Created a sustainable offshore business model resulting in a Voice-of-the-Customer (VOC) score of 10 / 10

About WNS

WNS has a proven track record in driving significant enhancements for a wide range of clients in a Business Process Outsourcing (BPO) environment. WNS has delivered substantial improvements across the entire value chain using both WNS proprietary and customized, client-specific technology solutions (scripting, workflow management, real-time reporting, automated training, knowledge libraries and so on), as well as comprehensive process re-engineering and task enhancement initiatives (such as Six Sigma programs, training re-engineering, macros and operational tools, Pareto optimization). WNS is passionate about building a market-leading company valued by its clients, employees, business partners, investors and communities.

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