Portfolio Management for Asset-Backed Lending

We combine the digital capabilities of Oxane Panorama PM, our depth of asset class expertise and our team of credit analysts to provide you a comprehensive portfolio management solution for managing your asset-backed lending transactions. Our portfolio management solution helps you build a holistic portfolio-wide view of risk and performance by standardizing and validating data across transactions, and automating cumbersome workflows for portfolio surveillance, risk management and reporting.

We are driving the digital transformation in portfolio management of asset-backed lending transactions with our proprietary technology platform - Oxane Panorama. The platform provides a centralized repository for consolidating all facility and obligor level information without the need to manage multiple data rooms and email tracks for transactional data. The platform is flexible enough to track bespoke facility level structural features and consolidate risk dashboards across all facilities. The experienced team of offshore analysts assist in ongoing data management, financial spreading, reporting queries, adding much-desired bandwidth to your team for increased coverage.

Transform your portfolio management processes

  • Advance your data management Team of analysts standardize and validate data feeds from various sources to ensure clean, accurate and complete datasets
  • Overcome data complexity Centralized repository with clean, accurate and standardized data-set with tagging the data to facility and obligor levels, without the need to manage multiple data rooms and emails
  • Automated & bespoke reporting Flexibility to handle bespoke facility level structural features and custom dashboards for different stakeholders
  • Early warnings & alerts Get reminders for recurring important events such as IPD, reporting obligations and alerts for potential & actual covenants, triggers, concentration limit breaches and other tests
  • Comprehensive risk management Track borrowing base, covenants, concentration limits, triggers, collateral performance and trends of different metrics along with consolidated risk dashboard across all facilities
  • Validate agent reports Validate covenants, triggers and tests at a facility level and perform financial spreading and covenant validation of the underlying loan obligors

200 Transactions

$40 Billion Managed

Client Story

Simplifying the complexity of managing and reporting on portfolio financing transactions

Helping a large bank monitor collateral adequacy, funding, and risk for their portfolio financing facilities

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Bringing rigor, speed, and integrity to borrowing base management

Helping a financial solutions firms streamline borrowing base reporting for their revolving credit facilities.

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Enabling a bank to regain control of borrowing base management

Helping a large bank streamline operations and regain control over their risk exposure for their asset-backed lending transactions

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Portfolio management solution for global investment banks

Unified portfolio management across illiquid credit desks for three global investment banks.

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Portfolio monitoring for an alternative credit manager

Streamlining monitoring and reporting for a specialty lending book using Oxane Panorama PM platform

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Engagement Snapshots

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