2. >> Debt, Corporate and
Capital Markets
+ Private Debt
+ Private Equity
+ LPs / Investors
>> Data and Platforms
+ Loan Operations
+ Regulatory Reporting
>> New Service Offerings
+ Covenant Monitoring
+ CLO Servicing
+ ESG Reporting
>> Go-To-Market Strategy
+ APAC Expansion
+ Global Pre Sales Capability
Global Opportunities
3. >> Understand the language of lenders, borrowers and other Private Debt market
participants
+ Differentiate Private Debt from Equity Hedge Funds, PE and Banks; requiring
unique solutions and services (eg covenant monitoring and compliance)
+ Higher value, higher ticket, but also more intensive operations
+ Scalable platforms and processes to onboard credit agreements and service
loans
>> IQ-EQ must demonstrate a credible understanding of processes both upstream
and downstream of the credit agreement leading to post-deal opportunities
>> Related platforms and competitors: Allvue, IHS Markit, FIS Virtus
DCCM: Private Debt
4. >> Need to understand the key drivers of IQ-EQ APAC strategy: private market
funds, hedge funds, banks, other? What is the core / bread and butter business in
APAC?
>> Then, we should map the current and projected service capability in-region (PH,
IN) vs global (Lux, US, Ireland)
+ Realistic vs aspirational service offerings
+ Maturity of referenceable client base (buy Asian, with a global track record)
>> Positioning IQ-EQ: local knowledge and expertise, with global best practices
>> Global Solutions capability: best in class platforms, whatever the need.
Go To Market: APAC Expansion
5. >> Both European SFDR and US regulations have incorporated, or will
incorporate, ESG data collection and measurement guidance in the near future.
>> Regulators in key markets (Canada and Australia) have or will also
incorporate ESG guidance to investors and LPs.
>> Data collection and articulating a data strategy will be a key service driver
and players need to show both a service and a reporting solution (either self
service reporting or finished packages)
>> Related platforms: Findox, iLevel, MSCI, Morningstar
New Service Offerings: ESG
