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 Debt Portfolio
Surveillance Adviser on a Debt Portfolio
Surveillance Adviser on a Loan Portfolio
Surveillance Adviser on a Loan Portfolio
Mar 2016 – Nov 2018
GBP Institutional Infrastructure Lender
GBP Institutional Infrastructure Lender
March 2016