Credit Research Services from Research Optimus

In a complex financial environment, Research Optimus provides unbiased and accurate credit research services that play an important role in bond market success for financial institutions, portfolio managers, high-level decision makers, risk managers and investment advisers. Outsourcing credit research tasks to experts such as Research Optimus is a prudent strategy that can save time and money while improving credit research quality.

Identifying profitable investment opportunities — and avoiding potential credit problems — is a key to successful bond investing. Research Optimus can assist with both of these critical goals by constantly examining specific companies and market trends to determine how to achieve an optimized risk-return relationship with bond investments. For example, ROP has the research and data mining expertise needed to keep you up-to-date about credit spreads in different geographical locations and investment categories.

Unbiased credit research is increasingly hard to find in today's intertwined financial environment. Whether you need a detailed bond market overview or regular updates about new developments, Research Optimus will help you deliver insightful recommendations to your clients by serving as an excellent source of specialized credit research that is transparent, independent, accurate and cost-effective. ROP is a leading global provider of timely and high-quality credit research services. For more details, please see the comprehensive listing of our 21 primary credit research services in the following paragraph.

Our Credit Research Service Portfolio

To give you a working idea of the specific credit research services provided by Research Optimus, here are additional details about how we can help:

  1. Mid Cap Bond Analysis

    ROP offers mid cap credit research services that focus on risk analysis, spreads and credit history for corporate bonds issued by medium-sized companies. This area is often under-researched by many credit rating companies and research providers.

  2. Corporate Credit Analysis

    Research Optimus provides multiple variations of corporate credit analysis. Examples include issuer, thematic and regional research encompassing corporate, infrastructure and project finance bond obligations. To improve due diligence, ROP can provide covenant research (strengths and weaknesses of bond covenants).

  3. Structured Finance

    Research Optimus is experienced in all aspects of the project finance area and can prepare detailed credit research reports that cover deal and program-specific analysis regarding structured finance debt obligations. One key example includes review of asset-backed commercial paper.

  4. Covered Bonds

    Research Optimus examines sovereign credit opinions and issuer details in this specialized bond market sector that is similar to asset-backed securities. Because covered bonds are typically backed by cash flows from public sector loans and mortgages, ROP focuses on cash flow coverage.

  5. Sovereign Key Indicators

    ROP produces macroeconomic indicators and ratios that facilitate a detailed comparison among developing and industrialized nations. This allows investors to have a wider variety of bond market alternatives.

  6. Public Finance Analysis

    ROP provides detailed ratings coverage and analysis of this growing bond market sector. Primary issuers include U.S. state and local public institutions such as hospitals and development agencies.

  7. Quantitative Market Ratings

    Research Optimus translates price information from bond, CDS, loan and equity markets into quantitative ratings that serve as a practical measurement of credit quality.

  8. Market Updates

    Because the bond market is subject to periodic changes, ROP issues updates on structured finance deals, market trends, legal developments, newly issued bonds and rating methodology on a daily, weekly, monthly or quarterly basis.

  9. Weekly Bond Picks

    Research Optimus publishes a weekly forecast featuring investment recommendations such as the best-performing bonds.

  10. Monthly Default Report

    ROP has access to comprehensive default and credit databases and analyzes pertinent default analytics. We include default forecasts, opinions and performance trends.

  11. Legal and Regulatory Research

    Research Optimus keeps you up-to-date regarding new and projected regulations and reporting standards. We can issue a regular newsletter as well as automatic updates.

  12. Banking Research

    ROP provides advance warning based on detected credit deterioration when analyzing banking institutions. Specific reports can include SWOT analysis and insights into bank-related risk factors.

  13. Emerging Markets Service

    Research Optimus covers "all the bases" by assembling outlook and analysis of all major emerging markets. Our analysis includes a close look at the banking systems within emerging markets.

  14. Company and Sector Research

    ROP compiles detailed analysis of specific companies and industries, both regionally and globally. Our specific company profiles help you comply fully with due diligence requirements.

  15. Methodology Commentary

    Research Optimus explains and comments about methodologies used during the credit rating process. This variation of "looking more closely under the hood" will help you become more familiar with debt issuers before making recommendations to your investors.

  16. Rating Advisory

    ROP can supply research support that includes proprietary rating models and analysis tools that will make your credit research stand apart from your competition.

  17. Business Fundamentals Analysis

    Research Optimus analyzes issuers by examining fundamental operations such as performance relative to competitors and industry trends.

  18. Detailed Debt Analysis

    ROP reviews all debt-related factors such as liquidity, debt coverage and leverage for past, present and future periods.

  19. Cash Flow Analysis

    Research Optimus evaluates cash flow and includes debt-like contractual commitments that will impact debt coverage and cash positions during the next five years.

  20. Scenario Analysis

    ROP bond market models can analyze a spectrum of bull and bear cases that impact cash flow risks and enterprise value.

  21. Tailored Customer Service

    Research Optimus can customize customer service support for your specific needs. If you want to join regular conference calls or discuss ideas and questions with our analysts by phone or email, we can make that happen.

Your Credit Research Benefits — Working with the Research Optimus Team

When you select Research Optimus as your credit research partner, here are five primary benefits you will receive:

  • Research Optimus has an established track record of providing unbiased and independent credit research — ROP is skilled in all aspects of credit research services and already has a fully staffed team of experts. This allows you to easily obtain accurate and unbiased research.
  • Research Optimus works in the background while you work with your clients — By selecting ROP to perform time-consuming and labor-intensive credit research services, you will free up more time to spend with clients and perform high-priority activities like business development. Because our analysts pursue a rigorous and proven approach to credit research, you can make client investment recommendations that have been "fully vetted" by credit research experts.
  • Research Optimus is a global credit research provider — ROP works throughout the world and provides international expertise that will facilitate more global investment opportunities for you and your clients. We provide proprietary insights about all bond classes and issuers, from mid-size companies to multinational enterprises.
  • Research Optimus will allow you to save time and money without reducing credit research quality — The combination of ROP's cost-effective pricing and expert research team allow you to improve your bottom line and simultaneously enhance the quality of credit research.
  • Research Optimus often provides a "time-zone benefit" that facilitates overnight results as needed — ROP is experienced in working with internal research departments that often have a short time frame to complete assignments with a lean staff. Because of our location, many credit research requests can be completed with an overnight turnaround. This allows you to act more quickly than if you needed to perform the research internally.

How Important Is Credit Research to Your Business Success?

If you are looking for ways to improve credit research services without adding to your internal staff, Research Optimus is a practical and cost-effective solution. Contact Us

Other Financial Research Services Offered

Pricing & Engagement Options

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Quality Systems

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Security and Confidentiality

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Note: Research Optimus responds to business enquiries only, and we do not make unsolicited or automated calls. If you receive such calls please submit your complaint to