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Case Study – Research support to a Large European Asset Manager

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Research support to a Large European Asset Manager Client Brief • One of the top European banks, is one of the largest asset management companies in Europe with £100bn+ under management and part of a top European bank • Annual credit research views and Investment recommendation on close to 300 investment grade corporate, financial and structured credit names

Summary of Engagement • Credit reports (updated routinely) encompassing: – Risks and mitigants – Operating-performance commentary – Debt profile (coverage, leverage, and liquidity) – Financials – Peer benchmarking • Detailed financial statement analysis, ratio analysis, and multiyear, pro-forma projections/analysis •

Detailed credit/financial modeling

Benefit to the Client • Access to a diversified talent pool • Efficient portfolio monitoring and improved turnaround time • Substantial cost savings • Client analysts/fund managers are able to focus more on client servicing and business development resulting in new mandates from a number of institutional investors

© 2014 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.

www.sutherlandglobal.com February 21, 2014

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Thank you

Š 2014 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.

www.sutherlandglobal.com February 21, 2014

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Case study research support to a large european asset manager  
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