Centralize and outsource your loan operations for higher efficiency and costs savings
IHS Markit delivers comprehensive software and services for participants in the leveraged and syndicated loan market. Our leveraged loan solutions support credit research, investment analysis, loan trade settlement, portfolio management, reporting and compliance.
Seamless integration – Conduct faster analysis, reporting and trade settlement with data services integrated across your operations
Flexible outsourcing – Delegate your trade closing, agent and back- and middle-office operational services to IHS Markit – a benefit to any size or type of firm
Easy on-boarding – Quickly and easily launch an investment platform or outsource your operations
Operational efficiency – Drive higher performance by centralizing and outsourcing loan trade settlement and operations
Private equity firms
Research – Loan Pricing and Reference Data from IHS Markit give investment professionals the information they need about a wide range of leveraged loan facilities
Investment analysis – Credit Manager is a specialized credit screening and analysis tool that helps investment professionals make better decisions
Loan settlement – Loan Settlement from IHS Markit offers powerful and fully featured electronic platforms that enables counterparties to settle syndicated loan trades
Portfolio administration and monitoring – WSO Software and Services provide tools for investors to monitor complex portfolios and meet financial reporting and compliance standards
Data management and connectivity – IHS Markit services help financial firms automate communication with agents and manage complex loan data
Loan Settlement platforms from IHS Markit provide loan trade processing for the US and European syndicated loan market. Buyers, sellers, agent banks and legal professionals use our electronic loan trade processing platform for settling syndicated loans trades efficiently and securely. The platform automates affirmation, confirmation and matching to facilitate straight-through syndicated loan trade processing. It reduces settlement delays through access to real-time agent bank data from trading counterparties and integration with client systems.
WSO Services from IHS Markit help customers streamline their businesses by providing outsourced best-in-class middle and back office operational services and solutions. Our team of experienced industry experts leverages the strength of the WSO portfolio management product suite to provide high quality services to loan market participants to improve their operational efficiency. Offerings include asset servicing, cash reconciliation and P&L reporting with a website and feeds to managers, loan settlement and agent asset administration.
WSO Software is a leading suite of software for portfolio administration. It provides a single platform with functionality for performance analysis, compliance, accounting, reporting, and system integration. Our software enables streamlined management of transactions and trades, creating a detailed audit trail while minimizing data entry for users. WSO's highly customizable features give it capabilities for a broad range of asset classes, with many powerful features for leveraged and syndicated loans.
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.
Notice Manager enables loan managers to more effectively and securely handle inbound agent notices related to their bank loan holdings. Use our service to streamline your day-to-day operations and take control over research and audit needs using historical information. Take advantage of workflow and collaboration tools to optimize front and back-office operations. The service allows you to efficiently handle changing data dissemination and retrieval requirements and supports FpML, faxes and emails, including attachments in Excel, Word, PDF and other formats.
Find independent bid-offer pricing and liquidity measures for 6,000 leveraged loan facilities worldwide daily. We use contributor-based loan pricing engines and sophisticated parsing technology to provide loan market investors a reliable dataset that includes mapping to over 300,000 industry identifiers. You also receive access to liquidity metrics, such as the number of dealers quoting, with the size and the average size quoted. Our team of dedicated loan pricing specialists is available to provide you with comprehensive support, including more than 10 years of price history that can be used to generate and back-test trade ideas.
Loan reference data that is used to monitor portfolios, risk and market activity often is spread across multiple sources, including public filings, credit agreements and transactions. Market participants typically dedicate countless hours each month on manual processes to capture, aggregate and validate this data.