FWS Provided Investment Research Services to a Top Asset Management Firm

Case Study on Investment Research Services to Asset Management Firm

The Client

Flatworld Solutions was contacted by one of the leaders in asset management in South America. The client had carved out a niche in discretionary mandates, investment fund management, and advisory services. They were especially focused on risk tolerance, so that their client's portfolios would be protected and continue to grow unimpeded. Our experience with investment research and our affordable costs prompted them to use Flatworld Solutions.


The Challenges Faced by the Client

The client required an offshore financial team that had extensive experience in investments, credit research, and analysis. That expertise required some of our best resources. Flatworld Solutions would be involved with analyzing corporate financial reports that updated in real time, and discovering ways to direct funds that would provide a more risk-free investment portfolio for their clients.

FWS' Solution

Before we began this undertaking, we first completed a pilot program to ensure that we met all the client requirements. We placed two resources with 15 years of combined credit and investment research experience on the task. The client sent us over a list of financial agencies, banks, and related organizations that offered fixed income investments, and had our team review the organizations based on the criteria in the service level agreement (SLA).

Some of the analyses we performed included -

  • Earnings Before Interest
  • Depreciation and Amortization (EBIDA) Research
  • Gross Debt
  • Net Debt
  • Current Capitalization and More

We also provided updates on company factsheets as quickly as we could, and handed over valuable reports to the client when completed.

The Results

The client was highly satisfied with the results of our research. The client received exactly the work they requested, and we were able to be the partner in credit research and investment research that this firm needed to protect their client's assets and improve their investments.

With 12 years of experience, we are the perfect choice for your own credit and investment related needs. With familiarity performing this work on a global scale at affordable price, we're confident that we are the best choice for your next project.

If you are looking for investment research service, contact us to discuss your needs.

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