CounterPartyIQ®
Treasury teams and cash managers turn to us for comprehensive, independent credit research and risk analysis services. Our proprietary, web-based CounterpartyIQ® platform captures, analyzes, and rates all the counterparty exposures in your institutional cash portfolio.
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We allow you to focus on managing risk not building credit models.
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The world’s most versatile, customized credit research system.
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Now you can make risk analysis a daily discipline.
We embedded our comprehensive credit research process in CounterpartyIQ®, the first dashboard for real-time counterparty credit risk monitoring. With it, we help you:
- Understand and monitor credit risk of counterparty relationships
- Build and maintain buy lists for internally managed cash portfolios
- Evaluate and monitor banking partners
- Track short term credit changes within counterparty relationships
- Set counterparty credit risk tolerance levels and provide alerts
By applying the benefits of our proprietary credit research process to your specific investment criteria, CounterpartyIQ® gives you a strategic advantage managing your counterparty risk:
- Let us bring your credit research “in house”
- Aggregate credit risk information from multiple sources
- Choose consistent metrics to evaluate credits
- Customize risk tolerance levels for your portfolio’s unique requirements.
- Reduce the time required to deliver actionable results
Our CounterpartyIQ® portal puts the power of our proven credit research process directly into your hands to help you manage risk in your portfolio on a daily basis:
- Facilitate relative value decisions when managing internal cash portfolios
- Evaluate and monitor banking partners
- Aggregate all counterparty holdings to provide a portfolio-level credit score
- Track credit changes within counterparty relationships
- Set tolerance levels for credit risk and provide alerts if counterparties fall below a certain level
Schedule a CounterpartyIQ® Demo
Ray Facinelli, our EVP and Director of Business Development, will be happy to give you a live online demonstration of the CounterpartyIQ® Platform. Let us know how to get in touch, and we will get back to you right away.
30 Years of Thought Leadership
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