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WSO Services

Drive efficient middle and back office loan operations with outsourced solutions

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.

Key benefits:

Cost savings – Experience low operating costs with no upfront investment associated with hosting and maintaining software
Operational efficiency – Outsource complex processes around middle and back office operations as well as loan administration
Dedicated support – Enjoy support through the full loan cycle from our team of experienced asset class experts

Customers

Agents
Hedge funds
Insurance companies
Broker-dealers
Asset managers
Private equity firms
CLO managers
Mutual funds
Underwriters
Investment managers

Products and Solutions

WSOWeb

The WSOWeb application from IHS Markit allows access to real-time position data and reporting from a web-based service so you can improve your operational efficiency. Our loan portfolio software provides a unified platform for reporting, CLO, compliance, integration, performance analysis and agent syndication across the complete trading lifecycle. WSOWeb also serves as a convenient delivery portal for many of WSO’s outsourced services for the loan market. Our software provides a complete loan management solution with connections to Loan Settlement, Loan Pricing, and other solutions from IHS Markit.
WSO Trade Closing Services

When in-house loan settlement occurs mostly through a manual, paper-driven process, it requires the constant attention of loan managers and their interaction with multiple counterparties. This time-consuming process can be complex to manage, decrease liquidity and increase counterparty risk. The average trade settlement time in the market remains high due to lengthy administrative processes.
WSO Reconciliation

Maintaining the accuracy of position data and updates across internal systems and external sources, such as trustees, agents and prime brokers, can pose a challenge for firms. Manual reconciliation processes are time consuming and resource intensive. Even worse, manual methods can create an increased risk of disjointed or incorrect data, which might lead to serious trade errors. Managing and staffing an in-house team for exception management research to clear breaks can also be very costly and inefficient.
WSO Agent Services

Many in-house administrative agent operations rely on multiple systems, manual documentation and cumbersome lender-borrower communications. These costly and time-consuming procedures can drain the resources of administrative agents and increase the risk of posting inaccurate activity.

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Experts

Brad Levy

Global Head of Loans and Chief Executive Officer of MarkitSERV, IHS Markit

Craig Boardman

Managing Director, Global Head of Strategy for WSO, IHS Markit

Elina Gokh

Managing Director, Head of WSO Software, IHS Markit

Events

IHS Markit Event 14 November 2019

2019 Global Indices Forum

IHS Markit Global Indices conference, driving liq (...)

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Resources

CLO Startup Solutions factsheet

Notice Manager factsheet

Reconciliation Services factsheet

Agent Services factsheet

WSOWeb factsheet

Trade Closing Services factsheet

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