Customer Logins

Obtain the data you need to make the most informed decisions by accessing our extensive portfolio of information, analytics, and expertise. Sign in to the product or service center of your choice.

Customer Logins

Credit Portfolio Management Solutions

Transform your credit portfolio management workflows with dynamic data-driven credit management tools.

Amid global economic volatility, interest in liquid credit and private debt is growing. But the complexity of these asset classes elevates the risks and costs of administering and managing them. Today's managers, investors and service providers need data-driven solutions capable of driving greater efficiency, visibility, and insight across the credit lifecycle. 

We simplify credit investment management with integrated, front-to-back technology platforms and managed services for liquid credit, private debt, and diversified debt strategies. 

Our credit solutions enable asset owners and allocators, asset managers, hedge funds, CLO managers, and insurance companies to streamline the complex workflows of liquid credit and private debt strategies so that they can minimize operational costs and maximize returns.

Speak to a specialist about our Credit Solutions
Request information
Are you ready for the future of credit portfolio management?

Learn how leading firms are evolving their technology.


$2.3 trillion+
Assets under management using our credit solutions
600+
Credit experts worldwide supporting clients

Credit is complex. IHS Markit simplifies it.

IHS Markit’s technology solutions enable asset owners, asset allocators and service providers to streamline the management of syndicated and leveraged loans, CLOs, and private debt. We support firms across the investment lifecycle, including administration, monitoring, order management, execution, syndication, and compliance.

Trusted by credit market leaders

Hidden Harbor Capital Management

"Prior to partnering with IHS Markit, our loan management processes were highly manual and we recognized the importance of streamlining operations for greater decision-making insights on investments. IHS Markit is helping us automate workflows, decrease settlement times and utilize real-time transparency tools for resolution to mission-critical tasks."

Conor O'Neill, Head of Portfolio Management & Operations, Hidden Harbor Capital Management

K2 HealthVentures

“With IHS Markit's Private Debt Solution, we have access to a high-quality loans platform and their deep subject matter expertise across investment operations. It was critical for us to choose a leader in private markets that is focused on applying technology to solve complexities in credit.”

Anup Arora, Founding Managing Director & CIO, K2 HealthVentures

Revelstoke Capital Partners

“We’ve found the best features of WSO to include helping us with the process of executing trades through to booking the loans. It was helpful to have the WSO Services team by our side to ensure our investments are accurately tracked and executed in a timely manner.”

Blake Bennett, Chief Financial Officer and Chief Compliance Officer, Revelstoke Capital Partners

Brown Brothers Harriman

"We believe that the speed of change occurring in the credit market is unprecedented, and our engagement with IHS Markit has always kept us ahead of the curve. The enhancements to the WSO platform will continue to give us that leading edge, as it plays an integral role in connecting solutions in credit to client workflows and will provide the next generation of client experience."

Michael Schuster, Product Manager Alternative Fund Services, Brown Brothers Harriman

Capital Four

“We were seeking a technology partner with deep experience in the credit market and the flexibility to work with us at every stage of the growth of our business. IHS Markit will extend the capabilities of our team and help us focus on core investment decision-making."

Joe Sorensen, Head of US Finance & Operations, Capital Four

Eddystone Financial Services

"We chose IHS Markit's Loan Agency Solutions to achieve a broad range of automation, accuracy and efficiencies for our operations. We recognize the value of technology systems that are robust, fit for purpose, and at the forefront of developments in the global loan markets, and we wanted to partner with a leader that could help us quickly scale and deliver a first-class experience for our clients."

Barnaby Webb, Managing Director, Eddystone Financial Services

Get technology that benefits the entire firm

Front office

Enhance decision-making, optimize performance, capture and report on ESG requirements, and streamline origination and underwriting activities for deal teams and investment professionals.

  • Chief investment officers and investment committees: Prepare for reporting to investors, board members and other stakeholders with high-level dashboards for your investment pipeline and performance.
  • Portfolio managers and originators: Organize your deals in a pipeline report and access portfolio performance metrics at any time for comparison to new opportunities.
  • Credit analysts and underwriters: Assign deal statuses and organize relevant documentation, models and investment memos used during underwriting.
  • Traders: Streamline the trading process, including order construction, allocation, settlement, pre-trade compliance and ideation.
  • Investor relations teams: Access the data needed to support fundraising efforts and automate time-consuming elements of the reporting process.
Middle office

Monitor compliance and streamline asset management and loan settlement by consolidating, validating and tracking financial performance, compliance and ESG data on a single platform.

  • Trade closers: Automate syndicated loan trade affirmation, confirmation and matching, ensure counterparty transparency and monitor loan performance with a complete electronic trade processing ecosystem.
  • Compliance officers: Ensure covenant and leverage facility compliance, run hypothetical scenarios to determine exposures, review borrower financials, and document amendments and waivers.
  • Risk analysts: Use unique data insights to monitor KPIs and conduct detailed financial risk analysis.
  • Valuation professionals: Centralize the information you need to support fund valuation, report to investors, and meet audit requirements. Leverage our outsourced valuation service for independent, objective valuation and reporting for any level 3 assets.
Back Office & Operations

Bring greater confidence and precision to pre-deal and post-deal reporting and decision-making. View the pipeline report and collaborate with the front office team to ensure transparency on deal timing and necessary terms and conditions for optimal allocation across available investment vehicles including funds, CLOs, leverage facilities and SMAs. Post-deal, maintain accurate loan balances, cash flows and accruals at the deal-level and roll the information up for portfolio-level return analysis and internal accounting.

  • Investment operations: Streamline asset and deal administration, agency activities such as borrower communication and corporate actions, LIBOR transitions, restructurings, and loan payment verification and reconciliation. Generate reporting that completes the lifecycle and enables clients to successfully repeat the investment cycle.
  • CFOs and accountants: Enhance accuracy and timeliness of market and book value reporting, the management of chart of accounts and general ledger, and the preparation of financial statements. Get seamless access to fund accounting, fund administration and treasury functions through data integrations and third-party partnerships.
  • Treasury: Perform cash management and forecasting, and reconcile, integrate, and report on the fund data.

Explore our solutions

Learn more about the technology and services that make up our credit solutions.

Thought Leadership

Follow Us

{}
{"items" : [ {"name":"login","url":"","enabled":false,"desc":"Product Login for existing customers","alt":"Login","large":true,"mobdesc":"Login","mobmsg":"Product Login for existing customers"},{"name":"facts","url":"","enabled":false,"desc":"","alt":"","mobdesc":"PDF","mobmsg":""},{"name":"sales","override":"+1 212 849 3800","number":"[num]","enabled":true,"desc":"Call Sales</br><strong>[num]</strong>","alt":"Call Sales</br>[num]","mobdesc":"Sales","mobmsg":"Call Sales: [num]"}, {"name":"share","enabled":true,"desc":"<strong>Share</strong>","mobdesc":"Share","options":[ {"name":"facebook","url":"https://www.facebook.com/sharer.php?u=http%3a%2f%2fihsmarkit.com%2fproducts%2fcredit-solutions.html","enabled":true},{"name":"twitter","url":"https://twitter.com/intent/tweet?url=http%3a%2f%2fihsmarkit.com%2fproducts%2fcredit-solutions.html&text=Credit+Portfolio+Management+Solutions+%7c+IHS+Markit","enabled":true},{"name":"linkedin","url":"https://www.linkedin.com/sharing/share-offsite/?url=http%3a%2f%2fihsmarkit.com%2fproducts%2fcredit-solutions.html","enabled":true},{"name":"email","url":"?subject=Credit Portfolio Management Solutions | IHS Markit&body=http%3a%2f%2fihsmarkit.com%2fproducts%2fcredit-solutions.html","enabled":true},{"name":"whatsapp","url":"https://api.whatsapp.com/send?text=Credit+Portfolio+Management+Solutions+%7c+IHS+Markit http%3a%2f%2fihsmarkit.com%2fproducts%2fcredit-solutions.html","enabled":true}]}, {"name":"rtt","enabled":true,"mobdesc":"Top"} ]}
Filter Sort