Navigate Credit Cycles, Maximize Opportunities
Whether you manage your portfolio in-house or through external advisors, our expertise guides you through the entire credit cycle, from investment-grade and high-yield securities to loans, including broadly syndicated, private credit, and CLOs. We help investment professionals spot short-, medium-, and long-duration opportunities through our award-winning research, covenant analysis, and timely news and data.
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If you manage part or all of your portfolio externally, ensure your managers stay accountable with our independent research, impactful news coverage, and trusted covenant expertise.
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Risk Management: Identify and mitigate financial risks across portfolios, utilizing targeted credit quality assessment to effectively manage counterparty credit risk and enhance strategy execution.
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Investment Selection: Research investment opportunities and recommend strategies to optimize asset allocation while maintaining oversight of the investment process.
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Performance Monitoring: Review portfolio performance, analyze financial statements, and compile detailed reports to ensure alignment with strategic objectives and policy compliance.
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Investment Insights: Access comprehensive research and analysis on various sectors and market conditions to enhance your insurance investment strategies.
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Credit Reports: Utilize detailed credit reports and recommendations to make informed decisions on buy, hold, or sell strategies specific to insurance portfolios.
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Market Updates: Receive timely updates on market trends and economic indicators that could affect your insurance firm’s financial health.
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Portfolio Optimization: Track investment opportunities and leverage strategic insights to support insurance asset allocation and risk management decisions.
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In-Depth Research: Rigorous, independent research on individual securities, industries, and economic trends.
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Credit Analysis: Detailed credit assessments and ratings that help you evaluate the creditworthiness of issuers.
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Data and Tools: Access to proprietary data, financial models, and analytical tools to support your analysis.
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Market Trends: Stay updated on market developments, earnings, M&A, and new issues with real-time news.
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Risk Monitoring: Proactively identify and mitigate potential risks using our comprehensive watchlist dashboard and real-time alerts.
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Risk Assessment: Utilize our detailed analysis to thoroughly assess and manage risks within your investment portfolio.
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Covenant Analysis: Conduct in-depth covenant analysis and compare contractual agreements with our industry-leading tools.
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Data and Tools: Harness our advanced risk management tools to closely monitor credit deterioration, rating changes, and overall portfolio health.
Access a hand-picked selection of our comprehensive research studies at no cost. Click to download and start exploring groundbreaking insights today!
The Official Covenant Review Plain English Leveraged Finance and Special Situations Glossary
The Official Covenant Review Plain English Leveraged Finance and Special Situations Glossary
US LL Quarterly: AI fears, Iran conflict disrupt loan market in Q1 after hot start
US LL Quarterly: AI fears, Iran conflict disrupt loan market in Q1 after hot start
Vista Land: 6 Takeaways from Meeting with CFO
Vista Land: 6 Takeaways from Meeting with CFO
GLP: “Window Guidance” & Thoughts on Recent Events
GLP: “Window Guidance” & Thoughts on Recent Events
Chinese Banks FY25: NIM Relief, Asset Risks Linger
Chinese Banks FY25: NIM Relief, Asset Risks Linger
CR TrendLines Topical Report: More Lender-Friendly Flex in March Pushed BSL Spreads Wider and Terms Tighter
CR TrendLines Topical Report: More Lender-Friendly Flex in March Pushed BSL Spreads Wider and Terms Tighter
Euro Bank AT1s: Cloudy Six-Month Call Windows
Euro Bank AT1s: Cloudy Six-Month Call Windows
U.S. Banks: 4Q25 Private Credit & NDFI Exposures
U.S. Banks: 4Q25 Private Credit & NDFI Exposures
APAC Financials: Impacts of an Elongated Conflict
APAC Financials: Impacts of an Elongated Conflict
APAC Financials: Negligible Middle East Impact
APAC Financials: Negligible Middle East Impact
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