RMBS INVESTOR NOTICE MONITORING SERVICE
Portfolio Managers use our service to more easily identify and sort through the high impact notices from standardized notices. No more headaches. No more putting it off. Oakleaf just gets it done.
LOOKING FOR AN EASY AND COST-EFFECTIVE WAY TO GET YOUR INVESTOR NOTICES? OUR SERVICE MAKES IT EASY
To aid portfolio surveillance efforts for our clients, Oakleaf collects and analyzes investor notices on public RMBS transactions. Our team of experts provide investor notice monitoring reports twice a month to investors who provide their holdings (CUSIPs or Deal names). This will include the notices issued during that period, plus our own expert analysis of the importance and urgency of each notice.
Outsource this important but painful stream of work to Oakleaf.
Buy-side investors have neglected and missed impactful opportunities in investor notices for years, due to the strains on staff and the inefficient, cumbersome, and time-consuming rigors of navigating multiple trustee sites. Our service solves this problem for our customers once and for all in a quick easy-to-read management level report.
Client Satisfaction Rate (2022 cohort)
Total Retention Rate (2022 cohort)
WHY CHOOSE US
Our service is easy to implement and brings critical information to investors on a daily basis.
GET THIS WORK DONE FAST
It’s high probability and high severity work that still needs to get done – so stop ignoring it and don’t miss these opportunities. Get it done fast with Oakleaf.
EXTEND YOUR TEAM WITH OURS
Our team of experts will click through every deal and sort through every report so that your core team can stay focused on what they do best.
OUR SPECIALISTS ARE EXPERTS
We’ll dive into all the details and look for anything that might impact your performance or income – and then share it with you in an easy-to-read report.
To discuss this service and pricing with someone on our team, please fill out the form below or email us.