CreditScope
Streamlined and Scalable Credit Research Workflow
CreditScope provides a massive credit database, tools to evaluate and monitor risk, and processes to manage credit research within a centralized platform.
CreditScope tames the massive task of credit analysis
With thousands of issuers and millions of bonds, CreditScope brings order and clarity to the vital art of fixed-income credit research.
Prepwork: Done
Data on issuers of municipal and corporate debt is readily available in CreditScope, eliminating the need for manual searches and spreadsheet entries.
Data-Driven Focus
CreditScope monitors your exposures and credit metrics to tell you which credits need your attention, and why.
Risk Mitigation
Using models informed by your approach, CreditScope sifts through the data to identify credits that may be undervalued or carry costly risk.
Credit Database
The industry’s most trusted database
Collected from many sources, the CreditScope database provides consistently fielded information in an extremely diverse reporting universe to allow you to compare credits and model their creditworthiness.
Link CUSIPs to issuers
- Manage the monumental task of matching each of over 1 million CUSIPs to its correct underlying credit
- Let CreditScope look through conduits to accurately link bonds to their true credit
Access financial, pension and OPEB data
- Obtain normalized, detailed information covering not only finances but also lurking pension obligations
- Receive data for both single and multi-payor plans, including each credit's proportional share
Leverage utilization, demographic and other market data
- Gain a complete view of not only the issuer's finances, but also other inherent risks
- Access detailed and summarized data from the Census Bureau, BLS, BEA and the FBI – all tied to the appropriate credits
- Receive data on key elements for each sector allowing for a more nuanced analysis
Monitor news, filings, and ESG indicators
- Use direct links to EMMA with user-specific filters to cut through the noise while ensuring no critical information is missed
- Stay informed with news services filtered through Bitvore’s AI models, providing timely local and national updates related to a credit
- Leverage sustainability scores from Kestrel to meet growing client demand for impact investing
Evaluation Tools
High-quality data enhances and elevates your research
Surface important information you need to make decisions.
Compare issuers to each other and benchmarks
- Use consistently fielded information to compare credits against each other, custom benchmarks, and peer groups
- Quickly assess a credit’s health against its peers using standard benchmarks
- Monitor changes to the comps over time
Track ratings and anticipate changes
- Create your own models to identify possible rating anomalies
- Compare key indicators with expected values to highlight potential changes in rating and value
- Note changes to values that may trigger rating actions
Measure credit risk with scoring tools
- Create scores based on your own preferences and track them over time
- Use models to rank credits within a peer group or sector
- Identify credits that are strong or weak based on analyst expertise and conviction
Filter for troubled credits
- Quickly identify credits moving in the wrong direction and quantify the risk
- Establish red flags to tag credits for closer evaluation
- Set up review cycles based on risk criteria
Manage Credit Research
Credit research is automated, standardized, and socialized
Bring order to the chaos that often befalls keeping track of your credit research. No more independent files stored in folders and shared via email. CreditScope ties it all together and lets you see the whole picture.
Create and store credit evaluations
- Use templates to create consistent information
- Easily disseminate credit evaluations across the desk
- Create different evaluations for a single credit based on different debt types
- Track the aging of credit evaluations to focus on credits requiring timely review
Prioritize by exposure
- Use the integration with Perform to focus on credits with the most exposure
- Eliminate the time intensive process of linking CUSIPs to credits for an accurate picture of your exposures
- Factor in exposure as you surface troubled credits for review
Manage approved lists
- Create model-driven approvals to reduce error and expand reach
- Automatically disseminate approvals to order management and compliance features of Perform
- Record and store the “why” behind the approval for later review
Streamline internal research workflow
- Monitor progress and the aging of credit evaluations at the summary and detailed level
- Prioritize your workday based on credit evaluation status and aging
- Keep the big picture in view with management reports
Merritt Research Services
Municipal Credit Data
Unlock unparalleled insights into municipal finance with quality data and sophisticated analysis tools that empower you to navigate the complexities of credit risk with confidence.
- Comprehensive data collection
- Intensive review process
- Quality assurance
Energy Credit Manager
Energy Data & Analysis
Designed specifically for counterparty credit risk in the energy sector, our software integrates comprehensive financial data, advanced credit analysis, and robust management tools.
- Pre-populated data
- Powerful scoring models
- Centralized credit reporting
Reduce Risk with the Industry's Most Trusted Credit Database
Discover how CreditScope enables you to analyze more credits in less time.
