< Home Case Studies & Articles

Offshore service for a asset management firm

An Extensive Study on an online platform for hiring talent.


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 :

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

Invisor was chosen after a rigorous selection process, and the client entrusted Invisor 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 Invisor 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

Invisor helped 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 InvisorIncreased 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.
  • Created a sustainable offshore business model resulting in a Voice-of-the-Customer (VOC) score of 10 / 10