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The Fundamentals of Efficiency

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The Challenge

A top 20 CLO Manager faced a recurring and time-consuming bottleneck: manually extracting financial data from overwhelming volumes of quarterly filings. Each analyst was responsible for dozens of issuers, inputting figures from financial statements into models by hand. This approach led to inefficiencies that compounded with every reporting cycle, making it difficult to prioritize and act on fresh waves of data. The delays created by manual processes posed a significant risk, particularly in the fast-moving secondary market, where timing can make or break investment decisions.

The firm sought a solution that could save time, enhance accuracy, and streamline their workflow without sacrificing insight or precision.

The Solution

The answer came in the form of Octus’ Fundamentals Data, a cutting-edge platform that delivers structured bond and loan data, models, and transcripts directly to analysts. Instead of spending countless hours manually entering numbers, analysts now receive data in both as-reported and standardized formats—ready for immediate analysis.

The Outcomes

  1. Accelerated Insights: Within minutes of a company releasing its financials, Fundamentals Data generates flash summaries that highlight the most critical details. This allows analysts to quickly assess which issuers require further scrutiny, skipping the tedious slog through raw data. With less manual data entry and more actionable insights, analysts can shift their focus to what really matters—strategic decision-making.
  2. Transcending Simultaneity: Earnings calls happening at the same time once meant choosing which key moments to miss. With automated transcripts, analysts can tackle simultaneous earnings calls seamlessly, listening to one live and reviewing a transcript of the other later. This breakthrough ensures no crucial comment slips through the cracks.
  3. Streamlined Historical Research: For secondary market evaluations, Fundamentals Data enables analysts to access comprehensive historical datasets within seconds. Where they once pieced together performance trends manually, they now gain a holistic view instantly—saving hours of work and empowering faster, more confident investment decisions.
  4. Empowered Analysts: Octus’ solution has revolutionized processes, which analysts now describe as “indispensable.” By reducing manual tasks and accelerating their ability to gather critical information, they’ve not only optimized efficiency but also gained the confidence needed to thrive in demanding markets where every second counts.

The Bottom Line

With Octus’ Fundamentals Data, this top-tier CLO Manager turned a critical bottleneck into a competitive advantage. Analysts now maximize their time, avoid errors, and act decisively within fast-paced market conditions. When actionable intelligence meets streamlined efficiency, the results speak for themselves.

What would your team do with more time and smarter insights? Discover the Octus advantage today.