Prioritizing which new issues deserve your attention can be a challenge. Which ones align with your mandate before they come to market? With mandates, risk limits, and portfolio objectives competing for focus, a concise, structured view makes the difference. That’s why we built the Deals Screener: a central hub to monitor, filter, and evaluate deals in one streamlined workflow.
Why the Deals Screener is Different
Its built for speed and precision: With over 25 filters, you can move from a broad market view to a curated shortlist in minutes. Filter by sector, region, issuer type, structure, credit grade, spreads, tranche status, and more. Plus, you can save those curated shortlists to come back to again.
You can put historical performance in context: Assess live opportunities alongside an issuer’s track record. Historical data allows you to benchmark current terms against prior deals and see how risk and pricing have evolved over time.
Maintain consistency across workflows: Save specific screener lists that you can always refer to, whether you need to reference new issues, leveraged loans, investment-grade bonds, or a region-specific lens.
Zooming Out with Company Screeners
When you need a higher-level view, Company Screeners help you analyze issuers beyond a single deal:
- Coverage: See the type of coverage available for each issuer, and refine your screener to only see the types of coverage you care about; research, covenants, news, etc.
- Key attributes: Filter by credit grade, region, sector, and other metadata to build a clean, refined list focused on the issuers that matter to you.
- Scoring for faster prioritization: For select issuers, leverage CS View and CoreScore to add a standardized perspective to your process. These signals help you rank issuers quickly to best assess relative risk and opportunity. Learn more about our scoring methods in our last blog here.
Deal Details at a Glance
Choose your market lens
- Bonds Screener: Track new and ongoing bond issuance with filters tailored to fixed income conventions.
- Loans Screener: Focus on loan deals with loan-specific fields, including the new Outstanding filter for US Loans.
- Combined Screener: View bonds and loans together for a single pipeline across instruments, ideal for teams covering both markets.
Explore More With Advanced Filters
- Know exactly where a deal stands in its lifecycle: expected, in market, completed.
- Watch for changes in pricing or structure and evaluate market tone in real time.
- See how pricing has evolved from launch, helpful for gauging demand and issuer concessions.
- Align pipeline timing with your portfolio calendar and liquidity needs.
- Use fields like sector, collateral type, and issuer ratings to quickly triage relevance.
Practical Ways to Use the Screeners
- Build a mandate-aligned shortlist: Start broad with parameters such as US HY consumer issuers, then apply credit grade, spread thresholds, and tranche status to narrow to deals that fit your limits and performance goals.
- Monitor refinancing risk: Use Outstanding and maturity filters (where available) to identify issuers likely to tap the market, then track for announcements or pre-marketing activity.
- Compare spreads: Easily track current spreads to historical levels for the same issuer or peers. If spreads are tight to recent comps, you can flag for closer diligence or set price targets.
- Cross-issuer comparison: Use Company Screeners to rank issuers by credit grade and CS View/CoreScore, then drill into active deals for the top names on your list.
- Save time and create custom views such as “Daily Pipeline,” “New Issues IG,” and “Loans – US Outstanding” to avoid rebuilding filters every morning.
Always Improving
We’re continuously evolving the screeners based on user feedback and market needs. In the past few weeks, we’ve added the following categories:
- Outstanding: Identify issuers with active, still-maturing debt to understand refinancing risk, maturity walls, and potential follow-on issuance.
Note: This filter currently applies to US Loans only, with additional regions and asset classes on the roadmap. - Issuer Credit Grade: Fine-tune results by credit grade. Use the funnel icon next to the column header to select specific grades or sort alphabetically for clean comparisons.
The Bottom Line
When there are too many deals and not enough time, a disciplined pipeline process makes all the difference. The Deals Screener and Company Screener bring structure to a chaotic market: filter fast, compare smartly, and make confident decisions backed by both data and research.
Access the Deals Screener tool within the CreditSights platform today.
