Case Study: Leading Investment Management Firm accelerates CLO risk analysis with Eigen Technologies

How an investment manager has built robust datasets to enable them to better assess the risk profile of their portfolio

Leading Investment Management Firm, a US-based investment management firm, needed a faster way to understand the risk profile of its CLO portfolio so it could make investment decisions during periods of market volatility. It turned to Eigen Technologies and its NLP platform to replace slow, manual review of lengthy CLO prospectuses with a more efficient data extraction process.

Eigen Technologies enabled the firm to label key fields in a small set of prospectuses and train a machine learning model to extract data from future documents at scale. The solution analyzed CLO prospectuses 7x faster than manual processing and produced a dataset with 5x more data points, helping the firm comprehensively assess portfolio risk and make quicker decisions.