The Industry Landscape
Navigating Volatility with Sharper Intelligence
With geopolitical shifts, rapidly changing rate environments and escalating issuer risk, asset managers – especially in high-yield and emerging segments – need real-time intelligence and scalable research solutions to stay ahead. Many firms are turning to flexible research partnerships and tech accelerators for expert, data-rich insights delivered swiftly and cost-effectively.
The Client Challenge
High-Quality Credit Insights, On Demand
A top-tier US-based investment firm, managing fixed income portfolios across developed and emerging markets, sought to expand its credit research coverage while optimizing costs and improving turnaround. Key requirements included:
Cost-effective credit research around new investment ideas, amid increasing volume and complexity
Consistent updates on portfolio constituents, including their events, earnings and Mergers and Acquisitions (M&A) activity
Insights around new issuer analysis and ongoing portfolio surveillance for faster decision-making
A centralized platform for accessing research and receiving event alerts
The Solution
Domain-led Credit Research Powered by Platform Intelligence
As a strategic financial services partner, WNS deployed a hybrid research model that combined deep domain expertise with digital delivery. Working as a seamless extension of the client’s internal research function, WNS’ solution featured:
Expert Analyst Team
Dedicated team of analysts – supported by supervisory resources for quality control and efficient workflow execution – delivering fundamental and technical research across 250+ investment-grade and 140+ high-yield issuers
Digital Delivery Platform
A cloud-based Credit Solution portal for always-on access to all research and bespoke issuer alerts, enabling speed and transparency in decision-making
Integrated Collaboration
Regular engagement with portfolio managers and internal teams to align outputs with investment priorities
Customized Automation
Purpose-built algorithms for data-intensive project requirements, aimed at accelerating analysis for timely, actionable insights
Scalable Support
Flexibility to ramp up coverage and adapt workflows during surges in new deal activity
The analysts further provided quarterly macroeconomic updates, automated financial models and data-driven recommendations, ensuring both breadth and depth of analysis.
The Outcome
Stronger Portfolios, Faster Execution and Strategic Focus
The multi-year partnership enabled the client to improve agility and scale in credit research while strengthening portfolio intelligence across a wide variety of functions, from financial modeling and issuer assessment to sector analysis and technical bond recommendations. Key benefits included:
