THE CUSTOMER
Asset management firm focusing on private credit and middle markets with CLOs, leverage facilities, loans, private assets and other structures in their portfolio.
THE BUSINESS CASE
The firm is looking for a solution that could help streamline and automate their current time-consuming and manual surveillance and reporting process. Specifically, they needed a platform that enabled quick access and management of fund allocation decisions, handle complex processes, provided accurate, auditable and standardized reporting, and facilitated hypothetical scenario analysis.
THE SOLUTION
Moody’s Manager Module provides our customer a comprehensive solution to manage complex credit compliance, borrowing base, analysis, and reporting for private assets within their portfolio. Implementing Manager Module will provide benefits for the front, middle and back office:
- Fully integrated capabilities allow portfolio managers, traders, and operations analyst workflows on a single platform
- Real-time compliance for fully traceable deal models calculations and faster response time
- Ingest and normalize data from various borrowers and reconcile or directly generate borrowing base
- Open-end platform that utilizes python-based modeling for flexibility to model complex structures
- Open API interconnectivity to drive data into reporting frameworks
- Powerful analytics through a dynamic user interface with key insights into portfolio, deal and asset level metrics.