ForeFold provides research and analysis services covering a range of debt instruments, including Corporate Bonds, US Municipal Bonds, Syndicated Loans and Hybrid products. Our Debt Capital Market services extend to structured finance products, encompassing data capturing and analysis. This includes Asset Backed Securities (ABS), Residential Mortgage Backed Securities (RMBS), Commercial Mortgage Backed Securities (CMBS), Collateralized debt obligation (CDO), Collateralized loan obligation (CLO), and other structured products. These capabilities allow analysts to make more informed decisions within the structured finance market.

Debt Capital Markets Services: Revolutionizing with Gen AI

By leveraging Generative AI technology, we enhance our analytical capabilities, allowing for more sophisticated data capturing, real-time market insights, and predictive analysis. This empowers our analysts to make more informed, data-driven decisions within the structured finance market, offering clients an edge in a rapidly evolving financial landscape.

We emphasise a proactive, target-based approach to identify client needs and develop outsourcing solutions. Therefore, if there's a client demand for research and data aggregation in structured finance, ForeFold would likely be equipped to provide those services.

Specific services within this segment include

• Debt models building

• Capital Structure analysis

• Leveraged Finance analysis

• Acquisition appetite analysis

• Refinancing analysis

• Credit overview

• Ratings analysis

Fixed Income Products Services

We are Subject Matter Experts (SME) in fixed income products and with techno-functional expertise, we offer below services:

• Fixed Income Products Management & Development Services

• Fixed Income Product Operations & Customer Support Services

• Assisting Fixed Income Products Pre-Sales team in Pitching for Sales (GTM)

• Generating Coverage and Ad Hoc Reports (GTM)

• Fixed Income Products Health Monitoring

Reference Data Services: Unlocking the power of Gen AI

Accurate and up-to-date reference data is the backbone of any successful investment banking operation. We provide comprehensive Reference Data Services to ensure that all your financial data is organized, reliable, and accessible. With the integration of Generative AI, we can take reference data management to the next level

Industry Reference Data

ForeFold aggregates and analyses industry-specific data points, including industry classification codes like GICS, SIC and NAICS,  market trends, competitive landscapes, regulatory developments, and key performance indicators. This service enables clients to gain insights into industry dynamics, benchmark their performance against peers, and make informed investment decisions.

Entity/Organization Reference Data

ForeFold has expertise in analyzing entity reference data, including corporate hierarchies, legal structures, financial information, and key personnel. By leveraging Gen AI algorithms automatically categorize and tag data, making it easier for analysts and clients to retrieve the specific information they need with a simple query.

Covering a wide range of financial instruments, ForeFold provides comprehensive instrument reference data, including security identifiers like CUSIP, CINS and ISIN, pricing information, and reference data like securities' coupon rate, maturity date, debt type and and other terms and conditions data. This data is crucial for accurate portfolio valuation, risk management, and trade settlement.

Instrument Reference Data

These reference data services are designed to enhance efficiency, accuracy, and compliance in investment banking operations. ForeFold leverages advanced Generative AI models and data management expertise to provide clients with reliable and timely reference data.

Private Markets Data Services

Gaining Deeper Insights into Alternative Investments Markets

Private market data is often fragmented and difficult to analyze, yet it is crucial for investment decisions in the private equity, venture capital, and real estate sectors. Our Private Market Data Services empower clients with the insights they need to navigate these opaque markets. Through the application of Generative AI, we unlock new opportunities for market intelligence

ForeFold provides customised data solutions for private equity firms, alternative investment firms, and venture capital firms. These services can help clients make more informed investment decisions, improve portfolio management, and enhance reporting capabilities.

Customized Data Solutions

We emphasize our ability to tailor data solutions to meet the specific needs of private market clients. This could include data aggregation from multiple sources, bespoke data analysis, and reporting dashboards

AIF and Hedge Fund Solutions

By utilizing generative AI and other advanced technologies to enhance decision-making, automate due diligence processes, analyze market data at scale, and develop predictive models that inform investment strategies, we are here to help you with SME support

Deliver comprehensive market research and data on specific industries, sectors, or geographies relevant to private market investing. This could inform investment strategy development, deal sourcing, and market mapping.

Market Research and Data

Issuer Credit Health Analysis & Monitoring Services

ForeFold provides comprehensive Issuer Credit Health Analysis and Monitoring Services to support informed investment decisions. These services help clients assess and monitor the creditworthiness of issuers, identify potential risks, and make proactive investment decisions.

Default Analysis

ForeFold can provide in-depth analysis of historical default rates, identify factors contributing to defaults, and develop models to predict future default probabilities. This analysis can be tailored to specific industries, sectors, or issuer types.

Credit Monitoring

ForeFold can establish ongoing monitoring systems to track changes in issuer credit profiles. This includes monitoring credit ratings, financial performance, news sentiment, and other relevant factors. Timely alerts can be provided to clients upon detecting any material changes

ForeFold can benchmark issuers against their peers and industry averages across various credit metrics. This allows clients to identify relative strengths and weaknesses and make informed comparisons

Comparative Analysis