FWS Provided Fixed Income Research to a Leading South American Asset Management Firm

Case Study on Fixed Income Research to US Asset Management Firm

The Client

The 20-year-old client is a reputed Asset Management firm based out of Sao Paulo, Brazil. With specialization in investment funds, discretionary mandates, and advisory services, the client provides profitable long-term financial choices to their customers. Also, the client is well-known for offering successful investment opportunities and as well as monitoring risk tolerance to make the investments self-sustainable.

Challenges Faced by the Client

Although, the client had deep experience in credit analysis and investments, they required the assistance of a more qualified offshore financial research team to conduct fixed income analysis and report practical investment options across the international debt markets. During the research, the corporate reports of several organizations offering bonds and securities had to be thoroughly analyzed. Also, the research reports had to be updated in real-time so that any sudden changes in investment scenario can be avoided. The ultimate purpose of the research was to help the clients choose profitable investments in a risk-free manner.

FWS' Solution

Flatworld Solutions launched a pilot program to make sure that the financial research activities aligned with the client's expectation. Since real-time information sharing was mandatory, the project was assigned to two financial analysts who carried 19 years of combined experience in research. Our dedicated researchers investigated per the criteria in the Service Level Agreement (SLA) including the client deliveries such as banks, financial agencies, and organizations that provided bonds for fixed income investment options.

Flatworld Solutions researched in depth on Depreciation and Amortization (EBIDA), Earnings before Interest, current capitalization, net debt, and gross debt in global currencies to provide an intelligible financial research report. The client was also provided advice on company factsheet that expedited their ability to make decisions. Our fixed income analysis reports contained PDFs and Excel sheets which were delivered via a high-security data sharing system.

The Results

The project involving fixed income research of corporate financial reports was completed with remarkable success. The results are as follows -

  • FWS analyzed corporate financial reports to identify the best fixed income opportunities
  • With analysis of reports, risk-free investment options were identified
  • Customer was provided income analysis reports in the form of PDF, and excel sheet
  • With clear information, the client could confidently choose the safest investment

Partner with Flatworld - Leader in Fixed Income Research Services

Flatworld Solutions brings in professionals with rich experience in a variety of domains. With 19 years of well-founded industry presence and selling the best client experiences, we continue to offer a gamut of research and analysis services such as corporate finance support, asset management, investment research services and more. Fixed Income research services are exclusively meant for those looking for investment options that are safe. Our team can help you make the right choice by deeply analyzing the financial reports.

Get in touch with us if you require foolproof financial research reports at affordable rates to identify the best investment options.

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