The document outlines the investment process and portfolio monitoring strategies employed by Deutsche Asset Management. It emphasizes active portfolio management to minimize risk for RIN Note holders through asset and portfolio level metrics. The process includes origination, due diligence, and constant communication across the investment team, FAO, and Loan Information Agent. Monitoring activities are conducted at least weekly, monthly, quarterly, and on an ongoing basis. Key activities include investment team meetings, reconciliation with trustees, analysis of watch list credits, news review, covenant default assessment, financial performance review, compliance checks, and monitoring of secondary trading levels. The document is part of a presentation on Deutsche Asset Management Infrastructure Debt, dated March 2018.
documents/vol00010-efta01370447-pdf.pdf
{"title":"Investment Process: Investing and Portfolio Monitoring","document_type":"correspondence","key_organizations":["Deutsche Asset Management"]}