The loan reference data to support the monitoring of portfolios, risk and market activity is often
spread across multiple sources, including public filings, credit agreements and transactions. Market
participants typically dedicate countless hours each month on manual processes to capture, aggregate
and validate this data.
With coverage of more than 9,000 loans, we help reduce the time and resources required for data
collection and management and support idea generation, market surveillance, compliance and security
master control across the enterprise.
The dataset includes realtime corporate actions and granular credit agreement details, such as
covenant schedules, pricing grids and prepayment rules, for private and public loans. Using our data,
market participants can quickly assess protection and cures that are offered in credit agreements and
identify covenant-lite assets based on any custom definition.
Data is sourced directly from credit agreements, agent notices and public filings and is validated
and actively monitored for updates through the life of the loan. By converting data into easily
consumable data fields, we enable direct integration into existing workflows and automated processing.