Our Range of Portfolio Surveillance Services

Our Portfolio Surveillance Services focus on delivering independent and objective support to credit investors and lenders. We tailor the service offering to meet the specific needs of the creditor, becoming a ‘critical friend’ through the life of the investment or loan. This service enhances risk management and operational efficiency by accessing our surveillance and credit management expertise.
Enhance operational efficiency and reduce costs
• Allow staff to focus on core servicing activities

• Allow investment managers to focus on value-add activities

• Differentiate management focus between less ‘administrative’ and more material matters

• Enhance servicer performance

Strengthen Risk Management
• Experienced team with specific expertise and focus

• Benefit from our tried and tested portfolio surveillance and reporting processes

• Have pre-agreed escalation procedures in place in case of negative development in any investment(s)

Improve regulatory and supervisory compliance
• Improve oversight in response to increased scrutiny from regulators

• Enables management to demonstrate ‘in control’ status

• Get timely event driven and deal-by-deal information flow

Recent Portfolio Surveillance Transactions
Our experience provides independent validation that investment risks are understood and that creditor decisions are taken on an informed basis.
Surveillance Adviser on a Loan Portfolio
Surveillance Adviser on a Loan Portfolio
Ongoing
GBP Institutional Infrastructure Lender
GBP Institutional Infrastructure Lender
March 2016

 

REGULATED BY THE FCA

Headquartered in London, Bishopsfield Capital Partners is authorised and regulated by the Financial Conduct Authority ('FCA') in the UK. Bishopsfield Capital Partners has been passported by the FCA to act as an arranger and investment advisor in other EU jurisdictions such as the Netherlands, Germany, Belgium, Luxembourg, France, Ireland, Italy and Spain.

ACCREDITED BY EURONEXT

Bishopsfield Capital Partners is an accredited listing sponsor of Euronext for equity or debt listings on Euronext Growth, Euronext Access and Access+.