For much of the market, credit views have traditionally stopped at the issuer level, leaving investors to translate those opinions into decisions on individual bonds. Our new Security-level Recommendations (SLRs) close that gap by delivering precise, bond-level insight that aligns research directly with real-world portfolio decisions.
As Chris Snow, Global Head of Research at CreditSights, puts it:
“Security-level Recommendations provide a more direct path from idea generation to implementation. Rather than starting with a research note and then mapping down to a bond, clients can screen our views at the individual security level and move quickly into the research most relevant to the decision.”
Why It Matters
Credit markets move quickly, and clients need research that is easy to act on. SLRs extend CreditSights’ established issuer-level recommendations down to individual securities, giving clients greater precision when expressing a view and selecting the bonds that best reflect that conviction.
With our consistent recommendation framework, SLRs can help clients:
- Translate research into implementation: Align conviction with the specific securities that express the view.
- Accelerate relative-value triage: Compare opportunities across structures, maturities, and recommendation types using a consistent framework.
- Identify opportunity sets: Surface patterns and themes across issuers and industries to prioritize deeper work where it matters.
- Strengthen the investment process: Improve consistency in internal discussions, documentation, and execution readiness.
A New Way to Track Opportunities
Behind the scenes, analysts assess opportunities across issuers, maturities, and capital structures, then track and assign recommendations using proprietary tooling.
For clients, those recommendations come to life in the Secondary Screener, which offers a new way to track opportunities at the security level. Instead of working from a broad issuer view alone, clients can now screen, filter, and compare individual securities in one place to identify the opportunities most aligned with their needs.
Through the Secondary Screener, clients can:
- Screen and filter securities across the recommendation universe.
- Compare opportunities across structures, maturities, and recommendation types.
- Segment by issuer, industry, and instrument characteristics.
- Prioritize the securities most relevant for deeper research and execution decisions.
Designed for Client Workflows
Designed for Client WorkflowsBuilt on CreditSights’ global research footprint of 1,200+ issuers, SLRs provide access to 14,000+ recommendations, helping clients review opportunities systematically and monitor them through saved views and watchlists. SLRs are available through the CreditSights platform and can also fit into broader client workflows via to API once available.
The Bottom Line
Security-level Recommendations give clients a more direct way to move from research views to specific security decisions. Combined with the Secondary Screener, they make it easier to track opportunities, compare bonds, and zero in on the ideas that matter most.
Ready to explore the new SLRs and more? Request a demo below today.
