Overview
Our AI-enabled custom Credit Research solutions provide support throughout the investment lifecycle. These services encompass Idea generation, Screening, Credit Research, Underwriting, Tracking Corporate events, Portfolio Monitoring & Surveillance, and Loan Operations. Our technology-backed solutions enable smarter and more efficient financial analysis including ESG (Environmental, Social and Governance) where applicable.
We work with Investment Banks, Hedge Funds, Pension Funds, Alternative Asset Managers, Private Equity Firms and Research Houses supporting a diverse range of strategies.
Our teams have proven capabilities in custom Credit Research and Fixed Income Research across asset classes:
- Investment Grade Bonds
- High Yield bonds
- Structured Products
- Convertibles
- Direct Lending
- Syndicated Leveraged Loans
- Distressed Debt
- Special Situation Credits
- Infrastructure Debt
- CRE Debt
- Asset Backed Finance
Our Solutions
With deep asset class expertise and extensive sector experience in the team, we cover a multitude of issuers and obligors across geographies. Our solutions range includes but is not limited to:
- Credit Memos
- Investment Reports
- Financial Models incl. projections
- Pre/Post Earning summaries
- Shadow Rating
- Debt Comps incl. Relative Value analysis
- Forward-looking Rating Trajectory
- Credit Surveillance
- Portfolio Monitoring (Investments, Direct / Syndicated Lending)
- Cashflow Monitoring for SRTs
- Data Transformation projects
We incorporate customizations per client preference, thanks to our expert Graphics and Editorial teams.
Platforms
Sutherland is deploying AI tools using enterprise licenses to bring ever greater speed, efficiency, and standardization. We have access to multiple data sources and our analysts are trained well to navigate multiple Platforms depending on Client needs and preferences. To mention a few:
ChatGPT, Perplexity, Claude
Bloomberg
PitchBook
SeekingAlpha
CapIQ
FactSet
iMarkit
Intex
Sentry
In-House Proprietary Products (ModelBot, SGS LLM)
Why Sutherland
Of assets under management — Constant portfolio monitoring globally
Investment Ideas evaluated annually
Credits tracked for performance globally
Financial models built across investment strategies