Case Study Portfolio Compliance Reporting & Optimization engage@tendelta.com Page | 1 Portfolio Compliance Reporting & Optimization Buy-Side Syndicated Loan Asset Manager Duration: 5 months Overview A buy-side client required a solution to apply complex ‘what-if’ portfolio mix compliance rules to both pipeline and held positions, as well as produce branded internal and external reporting. The client was utilizing both the Everest (Black Mountain Systems) and CDO Suite (Deloitte) environments. The data management and workflows had to be designed to address the need for real-time feedback from resource (calculation) intensive operations. Business Goals Implement a process and system solution to meet the following needs: 1. Compliance Rules-Based Analysis Engine:

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