Beyond Monitoring: Optimising Portfolio Surveillance and Credit Risk Workflows

Investment and credit teams face mounting data, shifting market signals, and pressure to make smarter decisions, faster. It’s time to move from reactive monitoring to proactive insight.

Join us to discover how you can modernise your workflows for a sharper, forward-looking view across portfolio surveillance and credit risk. Using a practical step-by-step example, we’ll walk you through:

• Broad Monitoring using Capital IQ Pro: Always-on visibility across portfolios, market activity, news, and financials.

• Quantitative Risk with Credit Analytics: Unlock portfolio-level insights with PDs, credit scores, and scenario analysis.

• Expert Judgment on RatingsDirect® with CreditCompanion™ & Performance Analysis on Portfolio Analytics with Portfolio Insights: Access ratings, research, and portfolio insights through purpose-built solutions designed to help users quickly identify performance drivers, assess risks, and uncover opportunities for more informed decision-making.

• The Differentiator: Early Warning Through Credit Transition Signals : Spot potential credit improvement or deterioration sooner with forward-looking signals.

Register now to discover how leading teams can uncover potential credit improvement or deterioration sooner, access S&P Global trusted data and transform workflows across portfolio management, credit analysis and credit risk.

Speakers

Michelle Cheong

Head of Thought Leadership, Credit Solutions
S&P Global Market Intelligence

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Brian Connolly, CIPM

Head of Business Development, Portfolio Analytics
S&P Global Market Intelligence

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