From Reactive to Resilient: Proactive Credit Risk Strategies for Investment Advisors

In a financial landscape marked with constant evolving market volatility, investment advisors prioritizing proactive portfolio surveillance and transparency are redefining the meaning of being strategic partners. By moving beyond static reviews and embracing real-time risk assessment, they protect portfolios from emerging threats through vigilant monitoring and effective communication.

Join our thought leaders as they explore actionable strategies for effective credit risk management and portfolio surveillance to navigate challenges, seize opportunities, and deliver results with Credit Monitor on RatingsDirect®

Key Takeaways:

• Modern Portfolio Surveillance Tactics: How to implement continuous, real-time credit risk monitoring to identify early warning signs and respond proactively to market shifts.

• Integrating Data and Analytics: Practical ways to leverage advanced analytics and industry research for deeper insights, smarter decision-making, and more resilient portfolios.

• Elevating Client Communications for Trust: Techniques for communicating risk transparently and aligning investment strategies with evolving client goals to build trust and long-term relationships.

Speakers

Robert Durante (Moderator)

Senior Director, Global Risk
Risk & Valuation Services
S&P Global Market Intelligence

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Kathryn Doud

Credit Product Specialist
Risk & Valuation Services
S&P Global Market Intelligence 

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Ricky Liu

Customer Success Manager
Risk & Valuation Services
S&P Global Market Intelligence

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