Custom Services:
 
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Client Case Studies
 
Client Case Studies
Delinquent Filer Notification  
     
Custom Insider Analysis  
     
Credit Agreement Watch  
     
ETF Filing Monitor  
 
  Delinquent Filer Notification
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  Custom Insider Analysis
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  Credit Agreement Watch
 

    Client:

  • Fixed income group with $400 billion in assets

    Challenge:

  • Monitor EDGAR filings of portfolio companies for disclosure of new credit agreements or modifications to existing credit agreements
  • Client’s dedicating of in-house staff to manually monitor EDGAR filings was not cost-effective and an unsustainable drain on internal resources

    Solution:

  • WS applies our technology expertise in conjunction with our in-house EDGAR researchers to allow client to outsource the entire credit agreement monitoring project

    Benefits:

  • Improved quality and speed in getting credit agreements to analysts
  • Client’s staff and resources are now able to focus on higher value activities in the investment decision process
  • Cost to outsource project to WS is lower than client’s in-house cost
 
  ETF Filing Monitor
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