WEALTH MANAGEMENT
Unlock Trading Opportunities with Expert Insights
We empower wealth management professionals to identify trading opportunities, manage risk and compliance, and stay ahead of competition. We enable all teams from trading desks to advisors, to enhance the client journey through bespoke services, tapping into the power of advanced technology to streamline processes and help you maximize your potential.
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Simplify the complex with our Tearsheets – research, data and key metrics on companies in an easily digestible snapshot, that are available via API feed and third-parties such as Tradeweb Direct.
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Streamline your workflow and get up to speed quickly on the companies you care about most, all whilst meeting best practices & regulations.
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Identify trading opportunities with our comprehensive market overviews and targeted insights.
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Stay ahead of the competition with real-time alerts and market-leading news.
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Leverage in-depth research and strategic recommendations to optimize your clients investment strategies.
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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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Trade Ideas: Providing actionable trade ideas based on comprehensive research and market conditions.
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Timely Information: Delivering real-time updates on market trends and economic indicators that could impact your portfolio performance.
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Portfolio Analysis: Personalized comprehensive dashboards to monitor the companies you care about with tailored recommendations.
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Track deals pipeline and leverage our strategic insights to support trading decisions.
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Investment Insights on various sectors, companies, and market conditions to inform your financial advisors.
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Offering detailed credit reports and recommendations that help you in making informed buy, hold, or sell decisions.
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Solve Regulatory & Compliance Needs: Follow best practices with our customizable and white-labelled analysis to educate advisors and clients on their investments – making sure you tick all the boxes.
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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.
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Make the Right Investment Decisions for Your Clients: We are your invaluable source for accurate, unbiased research and data – providing new trading opportunities and the tools to mitigate risk in your clients’ portfolios.
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Solve Regulatory & Compliance Needs: Follow best practices with our customizable and white-labelled analysis to educate advisors and clients on their investments – making sure you tick all the boxes.
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Streamline Your Operations: Whether you are focused on building out relationships with third parties or improving workflows internally – we have the tools to tailor to your needs.
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Differentiate Between Your Competition: With clearer transparency for advisors to end clients, our award-winning research, data, and tools allow you to stand out from the crowd as the only investment option.
Unlock Valuable Insights with our Free Resources
Access a hand-picked selection of our comprehensive research studies at no cost. Click to download and start exploring groundbreaking insights today!
Special Situations: US Picks & Pans - Sept 2024
Check out our top US Special Situations picks and pans for September 2024, highlighting 13 key investments.
ARTICLE
Unpacking the U.S. Election: Voter Sentiment and Market Implications
Explore voter sentiment shifts and market impacts in the latest CreditSights’ podcast on the U.S. election.
PODCAST
Case Study: Weight Watchers
CreditSights delivers with another successful recommendation providing remarkable returns: Bonds plummeted -68% since we downgraded to a sell recommendation in September 2023.
CASE STUDY
US & Euro 4Q24/2025 Preview Outlook
Join CreditSights on the 26th of September for the US & Euro Outlook webinar to hear our preliminary analysis for the IG, HY and leveraged loan markets, featuring updated forecasts, economic expectations and investment strategies.
WEBINAR
Case Study: CommScope
CreditSights delivers with another successful recommendation providing remarkable returns: Bonds Soared +109% since we upgraded to a buy recommendation.
CASE STUDY
Navigating Tight Pricing and Leverage in Private Credit
In this episode of “Know More. Risk Better.”, Winnie Cisar is joined by Andrew Hedlund, Managing Editor at LevFin Insights, to discuss current trends in private credit.
PODCAST
Altice France: Hung out to Drahi (Public Bonds)
Altice France is making headlines with its recently announced and controversial debt reduction strategy. In Part 1, we examined debt strategies from the bonds’ perspective.
WEBINAR
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