As stewards of their clients’ assets, advisors value the breadth and depth of our research platform and the unbiased insights and analyses we provide as they guide their clients’ financial future.
CreditSights Research for Private Wealth Management
Firm-Wide Support –leverage analysts’ deep sector expertise on more than 1,000 issuers across 35 industries.
Connect Clients – share research and analysis via API within your bank client portals.
Engage Prospects – co-branded tear sheets offer prospective clients top-line issuer profile stats, relative valuation, and relevant sector and macro themes.
New Issue Notes & Coverage – timely releases offering a balanced unbiased assessment. Over 800 new issue reports published annually providing content where banks are restricted.
Fixed Income Outlooks – analyst calls on near and longer-term outlook, spreads and benchmark rates for informed portfolio management.
Impact Your Workflow
Trading Ideas – to identify yield generating strategies in any market environment.
Deep Dives – on new issues, initiations and sector trends, we offer your team deep dives they are seldom able to spend time doing themselves.
Local expertise + deep sector knowledge = intellectual capital you can count on.
A history exceeding
Depth of research surpassing
Read and referenced, topping
14 Million Article Views
We don’t underwrite or manage assets
Anytime, Anywhere Access
From at your desk or on the go, at any time of day, we keep you connected to the research, data and news you need to better manage risk—a seamless flow of credit insights and information for a market that never sleeps. Get breaking news, same-day analyses and custom-curated content across multiple platforms, wherever you need us to be:
- API Access
- “Ask an Analyst” Direct Access
- Bloomberg Terminal
- Client Portal
- Email Alerts
- Mobile App
- One-on-One Meetings
- Quantitative Tools
Know More. Risk Better.®
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