Portfolio monitoring for an alternative credit manager

About the client

The client is a global alternative asset manager with three complementary and market leading investment groups - credit, private equity and real estate. The credit group focuses on non-investment grade products including syndicated loans, high yield bonds, institutional credit and other alternative investments.

The Challenge

For their monthly risk reporting, the client had to manually consolidate and process a large amount of data from different originators and servicers. Data being in excel files and varied formats, it was extremely cumbersome to validate, consolidate, process and produce reports on time. Moreover, there was no efficient way to run any portfolio analytics.


Read the case study to learn how Oxane enabled the client to transition to an investor-centric solution and:
  • Reduced the turnaround time for risk analysis from days to minutes with one-click reporting
  • Enabled performance monitoring and analysis at fund and portfolio levels
  • Empowered the client to originate more deals and be in better control of their portfolios

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