Credit Manager

Streamline the credit investment process and accelerate decision making

Our Credit Manager portfolio analysis software is a web-based platform purpose-built for loan investors. It centralizes the data needed to select investments and enables monitoring of credit performance monitoring and risk. Credit Manager's powerful research tools are accessible through an easy-to-use interface with intuitive dashboards. Flexible features allow clients to calculate IRR, evaluate risks, quantify portfolio concentrations, evaluate weighted average metrics, and identify relative value.

Credit Manager provides tools for teams to collaborate and track their progress on all aspects of the investment process. By providing oversight and controls with real-time auditable data and processes, Credit Manager helps firms increase the number of credits an analyst can cover, maximize investment decisions, increase returns, and scale the investment process.

Key benefits:

  • Faster decision making – Accelerate investment decision making with centralized, online access to comprehensive credit data
  • Enhanced risk monitoring – Conduct a variety of risk analyses through intuitive dashboards that synchronize portfolio holdings with credit data
  • Efficiency – Improve investment team collaboration, reduce investment risk and cover more credits with configurable workflows
  • Scalable technology – Build your business on solid data and development building blocks, including a modern desktop and mobile web interface that makes it easy to analyze and manage investments

Product Features

  • Credit screening – Evaluate opportunities by filtering credits based on technical and fundamental criteria
  • Credit monitoring – Receive alerts when credit quality changes in portfolio assets
  • Portfolio risk analytics – Quantify portfolio concentrations, evaluate weighted average metrics and identify relative value
  • Workflow and collaboration tools – Boost productivity with efficient workflows that improve data capture, pipeline management, investment approval, trade capture, communication, amendments and more

Industry Insight

Syndicated loans: Achieving a real-time view of risk

With higher volatility in the loan market and pressure on margins, asset managers need to eliminate the information and process gaps that lead to risk and missed opportunity. Philip Raciti, managing director and portfolio manager at CVC Credit Partners, discusses how his firm connects front, middle and back office teams in pursuit of a real-time view of risk.
View article

Testimonial

“CVC Credit is operating in a dynamic environment, and we need to have access to sophisticated credit and portfolio analysis. IHS Markit WSO Credit Manager gives us the tools we need to focus on managing risk and our portfolios."
-Philip Raciti, managing director and portfolio manager, CVC Credit Partners

Customers

  • Asset managers
  • Hedge funds
  • Insurance companies
  • Loan originators/direct lenders
  • Mutual funds
  • Private equity

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