The post ���׶���Ƶ Launches Loan Navigator appeared first on ���׶���Ƶ.

NEW YORK – July 21, 2025 –�����׶���Ƶ, a leading provider of research, analysis, data and news for global credit markets, and , an industry-led electronic trading, data and analytics solution for syndicated loans, today announced a new strategic partnership to provide institutional clients in the syndicated loan market with access to LevFin Insights (LFI) Data and News through Octaura’s platform.

This collaboration streamlines the investment process and facilitates market transparency for buy and sell-side participants with enhanced trading analytics, market insights and tools, all in one place. Through this partnership, Octaura’s clients will have direct access to LFI’s extensive leveraged finance data and analytics, enabling more informed decisions. Octaura will also utilize specific LFI data to enhance its suite of proprietary analytics.

“���׶���Ƶ and Octaura share a commitment to delivering data-driven market insights to institutional clients,” said Matt Zloto, Co-Head of ���׶���Ƶ. “As the syndicated loan market continues to digitize, our partnership meets a growing demand for integrated real-time data and advanced analytics, establishing new benchmarks for efficiency and transparency.”

“Our partnership with ���׶���Ƶ provides seamless access to market insights, trading and analytics, enabling our users to evaluate trading strategies and make more informed decisions,” said Vitaliy Kozak, Chief Product Officer of Octaura. “This collaboration strengthens our commitment to creating efficiencies for syndicated loan market participants through continued innovation and partnership with industry leaders in their own right.”

The agreement will entail a phased rollout to Octaura’s client base over the coming months to ensure seamless adoption and optimal impact.

For more information, visit

About ���׶���Ƶ

���׶���Ƶ combines credit market research, covenant analysis, and leveraged finance news into one comprehensive platform to help our clients��Know More.��Risk Better.�����׶���Ƶ delivers timely and actionable research to institutional investors, enabling them to make informed decisions. Our team of experienced analysts covers a wide range of sectors and regions, providing clients with comprehensive assessments of credit risk and opportunities. With a commitment to excellence and innovation, ���׶���Ƶ continues to be a trusted partner for financial institutions worldwide.

���׶���Ƶ is a Fitch Solutions Company and part of Fitch Group, a global leader in financial information services with operations in 30 countries. Fitch Group is owned by Hearst.
Further information:��.

About Octaura

Octaura is a provider of electronic trading, data, and analytics solutions for syndicated loans and CLOs. Founded in 2022, Octaura represents a significant milestone in the advancement of trade modernization for these markets through common operational criteria, automation across pre- and post-trade life cycles, improved ease in transactions and advanced data and analytics. To learn more, visit��.

���׶���Ƶ Contact:

Eleis Brennan

Tel: +1 646 582 3666
Email:��eleis.brennan@thefitchgroup.com

Octaura Contact:

Rita McNeil

Email: Octaura@peppercomm.com

The post ���׶���Ƶ and Octaura Forge Strategic Partnership to Boost Syndicated Loan Market Data and News Delivery appeared first on ���׶���Ƶ.

The post ���׶���Ƶ Turns 25: Honoring the Past, Shaping the Future appeared first on ���׶���Ƶ.

“As market volatility has made fixed income investments increasingly attractive, advisors are being asked to deliver more personalized, proactive guidance,” said Erin Lyons, Co-Head of ���׶���Ƶ. “���׶���Ƶ is a well-established partner to institutional investors; we are pleased to offer this customized solution for the Wealth ecosystem that brings the same best-in-class analysis in a format that caters to advisors. ��AdvisorEdge empowers advisors with the real-time insights they need to stay competitive, deepen relationships, and deliver the kind of value that today’s clients desire.”

By offering access to research, recommendations, and detailed company analysis for over 1,200 fixed income issuers, AdvisorEdge delivers valuable insights through tailored solutions, aligning client investment preferences with improved investment returns. AdvisorEdge is available via web and API feed, enabling digital connectivity to advisor and client investor portals through growing partner networks.

The full ���׶���Ƶ Wealth platform offers:

• In-Depth Research and Analysis: 200+ articles / week to support investment thesis and ideation across various portfolio advisory groups, discretionary portfolio managers, and model creation teams.
• Trading Ideas and Portfolio Monitoring: idea generation, portfolio monitoring, and integration of SMAs and UMAs for timely and suitable investment insights.
• Company Snapshots and Customizable Delivery:quick and easy-to-digest profiles of client investments, with customizable delivery options via a web portal or API for seamless integration.

���׶���Ƶ AdvisorEdge is available on the

About ���׶���Ƶ, Inc.

���׶���Ƶ combines credit market research, covenant analysis, and leveraged finance news into one comprehensive platform to help our clients��Know More.��Risk Better.�����׶���Ƶ delivers timely and actionable research to institutional investors, enabling them to make informed decisions. Our team of experienced analysts covers a wide range of sectors and regions, providing clients with comprehensive assessments of credit risk and opportunities. With a commitment to excellence and innovation, ���׶���Ƶ continues to be a trusted partner for financial institutions worldwide.

Get in Touch

For any inquiries, feel free to reach out:

Eleis Brennan
Fitch Group
Tel: +1 646 582 3666
Email:��eleis.brennan@thefitchgroup.com

The post ���׶���Ƶ Launches AdvisorEdge: Enhancing Wealth Management with Unique Insights appeared first on ���׶���Ƶ.

So, what does this mean for you?

Seamless Access to Critical Credit Insights

Tradeweb Direct is already renowned for its robust fixed income trading capabilities. Now, with the integration of our research Tearsheets, users will gain seamless access to essential credit insights. This partnership is designed to enhance the workflow of financial advisors and market participants by delivering timely, in-depth research on over 1,000 issuers in a streamlined and efficient manner.

Why This Matters

“Our collaboration with Tradeweb Direct underscores our commitment to equipping financial professionals with actionable intelligence,” said Erin Lyons, Co-head of ���׶���Ƶ. “By embedding our research Tearsheets into Tradeweb Direct’s platform, we enable users to make well-informed credit-risk decisions swiftly and effectively.”

���׶���Ƶ’ Tearsheets offer one-page snapshots of companies, ensuring that end users are quickly brought up to speed on the names that are important to them. These snapshots include detailed capital structures, financial summaries, and are enhanced with the latest research innovations and CoreScore content.

About ���׶���Ƶ, Inc.

���׶���Ƶ is a leading provider of data, news, analysis, and research for global credit markets, empowering financial professionals worldwide with the tools and insights they need to make well-informed credit-risk decisions. ���׶���Ƶ, a Fitch Solutions company, was founded in 2000 with the goal of enabling market participants to know more, risk better, and navigate the complexities of the financial landscape.

For more information about ���׶���Ƶ, please visit��.

Get in Touch

For any inquiries, feel free to reach out:

Eleis Brennan
Fitch Group
Tel: +1 646 582 3666
Email:��eleis.brennan@thefitchgroup.com

The post ���׶���Ƶ Tearsheets Now Available on Tradeweb Direct for Financial Advisors appeared first on ���׶���Ƶ.

The Women in Finance Awards recognize and celebrate the most talented and accomplished women in multiple categories across finance. WIF awards cover institutional investment firms, sell-side broker-dealers, wealth managers, exchange operators, technology providers, venture capital firms, and start-ups. Erin’s award is a testament to her exceptional dedication, expertise, and leadership in the industry.

Erin brings over 23 years of unparalleled experience in the credit markets to her role at ���׶���Ƶ. Her illustrious career spans positions as an analyst, strategist, and portfolio manager on both the buy-side and sell-side. This extensive background has enabled her to expertly drive ���׶���Ƶ’ product, client, and commercial strategy. Since joining the firm a decade ago as a technology sector analyst, Erin has consistently excelled, first as an Investment Grade Credit Strategist and most recently as the Global Head of Business Strategy.

Reflecting on her achievement, Erin Lyons said, “Receiving the Excellence in Research award is an incredible honor. I am proud to be part of an industry that values research and innovation and I am grateful for the support of my colleagues and mentors throughout my career.”

Matt Zloto, Co-Head of ���׶���Ƶ, added, “Erin’s award is a testament to her outstanding contributions and leadership in the credit markets. Her expertise and dedication have been instrumental in driving our success at ���׶���Ƶ. We are incredibly proud of her achievements.”

Please join us in congratulating Erin Lyons on this well-deserved honor.

Read this list of this year’s WIF award winners here:

About Markets Media:

Markets Media provides in-depth, actionable content for financial markets professionals. Covering the latest trends and developments across equity, fixed income, and derivatives markets, Markets Media is a key source of information for institutional investors, traders, and market participants. Their awards programs, such as the Women in Finance Awards, highlight industry excellence and innovation, celebrating the achievements of individuals and organizations that make significant contributions to the financial sector.

About ���׶���Ƶ:

���׶���Ƶ combines credit market research, covenant analysis, and leveraged finance news into one comprehensive platform to help our clients Know More. Risk Better. ���׶���Ƶ delivers timely and actionable research to institutional investors, enabling them to make informed decisions. Our team of experienced analysts covers a wide range of sectors and regions, providing clients with comprehensive assessments of credit risk and opportunities. With a commitment to excellence and innovation, ���׶���Ƶ continues to be a trusted partner for financial institutions worldwide.

The post ���׶���Ƶ’ Co-Head Erin Lyons Honored with Excellence in Research Award at Markets Choice 2024 Women in Finance Awards appeared first on ���׶���Ƶ.

NEW YORK – October 3, 2024 – Bixby Research and Analytics (“Bixby”), a leading provider of company financial data and analytics in the private debt market, today announced the enhancement of its CLO data offerings through a licensing agreement with , a company providing information, analytics, and technology solutions to the structured finance, commercial real estate (CRE), and banking markets. By licensing Trepp’s high-quality CLO reference data, Bixby now offers customers fully mapped coverage ��of fundamental data and metrics for global CLOs.

The enhanced platform is the first of its kind to offer comprehensive financial metrics for global CLO portfolios, allowing investors to track CLO portfolio performance based on Bixby’s extensive database of company fundamentals.

“Bixby is setting a new standard for transparency and depth in the CLO market by continually improving our data and insights offering,” said Brian Conroy, founder of Bixby. “Trepp’s high-quality mapping and reference data complements our powerful CLO analytics, providing those active in the global CLO market with the tools they need to make informed decisions and optimize their portfolios.”

Bixby’s CLO solution offers comparative analytics and data that help platform users compare CLO portfolios across sector, industry, and vintage. With financials for over 1,000 private and public issuers, Bixby’s database is the most comprehensive data set in the loan market available for all CLO market participants, including sell-side banks, buy-side asset managers and hedge funds and CLO LP investors.

About Bixby Research and Analytics

Bixby Research and Analytics is the leading provider of private credit information and data in the broadly syndicated loan market. Since inception, Bixby has been delivering market-moving news and comprehensive financial data to drive trading velocity for its clients and keep them ahead of the competition.

About ���׶���Ƶ, Inc.

���׶���Ƶ, a leading provider of data, news, analysis and research for global credit markets, empowers financial professionals worldwide with the tools and insights they need to make well-informed credit-risk decisions. Through a single, unified platform comprised of ���׶���Ƶ Research, Covenant Review, and LevFin Insights, the Company delivers independent, incisive research and rich analysis across investment-grade and high yield debt of over 1,200 issuers globally. ���׶���Ƶ, a Fitch Solutions company, was founded in 2000 with the goal of enabling market participants to know more, risk better and ultimately create value in an ever-evolving financial landscape. More information about ���׶���Ƶ can be found��here.��

��

Contact:

EMEA
Athos Larkou
Email:��athos.larkou@thefitchgroup.com
Direct: +44 (0) 20 3530 1549

Americas
Eleis Brennan
Email:��eleis.brennan@thefitchgroup.com
Direct: +1 212 908 0700

The post Bixby Expands Data Platform, Setting New Standard in CLO Market Transparency appeared first on ���׶���Ƶ.

NEW YORK – June 05, 2024 – ���׶���Ƶ, a leading provider of data, news, analysis and research for global credit markets, today announced that it has signed a multi-year agreement with S&P Global Market Intelligence (SPGMI) to provide its data and news as the foundational basis for their suite of Loan and Pricing Reference services. As ���׶���Ƶ’ offering for global leveraged finance investors, LevFin Insights’ comprehensive news and data will power a variety of SPGMI’s databases and platforms, including Capital IQ Pro, Loan Reference Data, Wall Street Office, ClearPar, Xpressfeed, and other data feed products.

“Our agreement with S&P Global Market Intelligence is yet another indication of how much investors value our robust, distinctive perspectives on individual deals and current credit trends. Our real-time intelligence on debt transactions helps financial decision makers to know more and risk better,” said Matt Zloto, Co-head, ���׶���Ƶ. “We are seeing demand for high-quality, independent data and research increasing at a rapid pace, as market participants look for sources of rich, contextualized information to support their investment strategies.”

Under the terms of the agreement, SPGMI customers will receive a base package of 15 data points from LevFin Insights as part of SPGMI’s standard offering. For market participants seeking more substantive level of detail to augment their decision-making process, an enhanced package of 45-60 data points can be accessed via a license with LevFin Insights.

“We use contributor-based loan pricing engines and sophisticated parsing technology to provide a reliable dataset for clients to mark portfolios to market, manage risk, and support trading decisions. Therefore, working with a reliable and timely news provider focused on loan markets like LevFin Insights is key to ensuring we are providing trusted current and historical loan pricing across the globe,” said Bharat Parameswaran, SPGMI’s Executive Director, Global Head of Loan Pricing.

About ���׶���Ƶ, Inc.

���׶���Ƶ, a leading provider of data, news, analysis and research for global credit markets, empowers financial professionals worldwide with the tools and insights they need to make well-informed credit-risk decisions. Through a single, unified platform comprised of ���׶���Ƶ Research, Covenant Review, and LevFin Insights, the Company delivers independent, incisive research and rich analysis across investment-grade and high yield debt of over 1,200 issuers globally. ���׶���Ƶ, a Fitch Solutions company, was founded in 2000 with the goal of enabling market participants to know more, risk better and ultimately create value in an ever-evolving financial landscape. More information about ���׶���Ƶ can be found here.

Contacts

Fitch Group
Eleis Brennan
Tel: +1 646 582 3666
Email:��eleis.brennan@thefitchgroup.com

Fitch Group
Tahmina Pinnington-Mannan
Tel: +44 20 3530 1128
Email: tahmina.pinnington-mannan@thefitchgroup.com

The post ���׶���Ƶ Signs Multi-Year Agreement Offering Data, Research and News to Market Leading Pricing Platforms appeared first on ���׶���Ƶ.

To gain a deeper understanding of how CoreScores was conceived and how it can revolutionize portfolio construction, risk management, and long-term credit quality perspectives, we sat down with our Global Head of Research, Chris Snow for an exclusive interview:

Could you walk us through the inception of the CoreScore and what specific needs in the market it was created to address for fixed income professionals?����

CoreScores share with clients more of the analyst’s process in developing investment recommendations.�� A key role for ���׶���Ƶ in the market is to inform the investor’s decision-making, and there’s two parts to that process.�� One is on the fundamental side, identifying the key investment considerations, prioritizing them, and taking a view on how the considerations will play out.�� The second is the relative value – whether the fundamental consideration is appropriately priced in the market.

The CoreScore is meant to present the fundamental framework to clients which underpins our own relative value perspective in order to inform the client’s investment decisions.�� ��We often hear from clients, particularly buy-and-hold accounts, who want additional context on an Outperform, and for more precise distinction of the impact of the fundamentals on the investment decision.

The CoreScore is underpinned by six subfactors, from sector risk to profitability. How can clients use this nuanced analysis to their advantage in portfolio construction and risk management? Can you provide an example of how this dynamic scoring might influence an investor’s approach to a particular sector or security?����

The analysts have ranked their coverage on these six subfactors, and we rolled up those rankings to four investment categories: Core, Strategic, Moderate Risk, and Speculative.�� Clients can use our tools to assess and identify which of the credits in their portfolios are outside of their target risk tolerances, according to the perspectives of our analysts.�� If an investor is looking for highest quality credits, they would focus on the Core category, and within that grouping, the client can use our website tools to incorporate the fundamental subfactors.

Further, a client can use the tools on our Company tab to see all of this data, which can be sorted and filtered, or downloaded to Excel for the same exercise.���� Clients who are particularly concerned about liquidity can use these tools to identify which of the credits in their portfolio are outside of the sector or rating peer group.�� They can do the same for Sector Risk, Profitability, or any of the sub-factors in this analysis.

Could you explain how the CoreScore integrates with our existing suite of research products and services, and how it complements the tools that fixed income professionals already rely on?����

The CoreScores are connected to our recommendations.�� Clients, particularly those with a buy-and-hold focus, have long asked for a way to separate the 6-12 month trading view and a longer term investment perspective.�� The CoreScore provides the context to help investors see the extent to which an Underperform is solely based on differences in trading levels, versus a directional view on credit quality.

Clients can also use the Companies section on the website to look at the CoreScores against the Credit Quality Scores (CQS) generated by our Risk ���׶���Ƶ suite.���� The Companies section allows clients to see where the signals from the quant model (CQS) and from the analysts (CoreScores) are in alignment or are indicating opposing trends.�� This can help portfolio managers and investors triage credits in their portfolios that might merit closer examination.

The CoreScore is designed to be a strategic asset for informed decisions. How should clients best utilize this tool when constructing or adjusting their credit portfolios, especially in anticipation of market shifts or economic downturns?

The CoreScore can help investors contextualize our relative value recommendation.�� Whereas a single-A credit could be deemed an Underperform if it trades 20 bp tight to its peers, we often hear from clients who are trying to understand the degree to which we anticipate fundamental deterioration in the credit versus a compression in trading levels between two credits.

Another use case is the example of a cuspy name that is trading wide to its peers; clients are often asking how much of an outlier is its exposure to specific fundamental factors, be it Event Risk or a weak balance sheet.�� The CoreScore can help investors assess the degree to which trading levels versus the fundamental factors are driving our recommendation.

If investors are anticipating a financial cycle turn, and expect capital market conditions to tighten, they may be more concerned about liquidity.�� This is one of the subfactors in CoreScore, and investors can look at the outliers on liquidity, strong or weak, in each of the four investment categories. ��Similarly, investors may have concerns on profitability for Consumer names, particularly in a volatile inflationary/rates periods.�� Using the Companies tab on our website, clients can focus in on Consumer names with weak Profitability for additional focus in their portfolios.

By leveraging CoreScores, clients can make more informed decisions, align their portfolios with their risk tolerance, and navigate market shifts with confidence. Explore the potential of CoreScores on our platform and witness firsthand how it complements and enhances their investment strategies, especially in times of economic uncertainty.

Not a Subscriber?

Simplify the complex with ���׶���Ƶ, request a demo and discover how our data and tools can help you do your best work.

The post Introducing CoreScores: Your Comprehensive Credit Quality Compass appeared first on ���׶���Ƶ.

We spoke with our experts at Covenant Review to get the lowdown of this exciting new feature and how it can help you to navigate the financial world with ease.

Ian Walker: Managing Director, Head of Legal Innovation
Jessica Reiss: Managing Director, Head of US Leveraged Loan Research
Matt Zloto: Global Head of Leveraged Finance

Could you walk us through the inception of Deal at a Glance reports and what specific needs in the market it was created to address for leveraged finance professionals?

We have been exploring how to leverage our peerless data-set for the benefit of our subscribers.�� The Deal at a Glance report is just one of the many tools we have built that unlocks the insights that data can provide to leveraged finance professionals.�� It reflects a combination of customer feedback on what is important, as well as our own in-house insights on what we consider to be bottom-line concerns.

I almost forgot the most important thing – how did we come up with the name?�� As usual, it was a group effort.�� A key consideration was a short but accurately descriptive name.�� We think we achieved that with this name.

Could you explain how the Deal at a Glance integrates with our existing suite of products and services, and how it complements the tools that fixed income professionals already rely on? ��

Busy fixed income professionals want the full range of solutions – bottom-line answers, fulsome summaries, and access to experienced professionals to discuss the tough questions and the nuances.�� Our Deal at a Glance reports fill that gap and allows us to provide simplicity and clarity side-by-side with our best in class full reports that have nuance analysis and judgment as needed.�� One other key highlight is the Deal at a Glance report��draws from our unmatched library of deal data to give customers insight on how a new issue deal stacks up against the market across key covenant terms.
For example, our Deal at a Glance reports will give you a quick answer on whether a deal has a J. Crew Blocker.�� But a subscriber that is worried about J. Crew risk can dig deeper with the full report to determine whether the J. Crew blocker is effective.�� On top of that, subscribers have access to our team of seasoned covenant analysts if questions remain after reading our reports.

How can “Deal at a Glance” snapshots improve clients decision-making process?��

Deal at a Glance reports crystallize the issues that our subscribers care about on one page alongside information on where market comps are across these same metrics.�� That means that clients can utilize their time more efficiently by focusing on the handful of problematic issues brought out by review of the Deal at a Glance report as they read our best in class full reports.

Who can benefit from using these snapshots, and in what scenarios?

• Analysts and portfolio managers making investment decisions can maximize their review and assessment of documentation;
• Law firms can instantly see how their deals stack up against peer deals with respect to key terms;
• Sell side analysts get instant feedback on the likely areas of pushback from the lender group; and
• Risk managers can use our Deal at a Glance snapshots to spot potential problem areas.

What sets the “Deal at a Glance” apart from our traditional deal reports?

A Deal at a glance report is one page.�� Our traditional loan reports can be up to 25 pages.�� Neither is meant to replace the other. They are complementary products.

How does one interpret the data within a snapshot for maximum benefit?

The most important advice here is that subscribers should not view the data for any particular deal in isolation.�� Our market comps, generated from our proprietary data-set is important to put the deal data in context.�� Our loan reports provide the nuance for why certain features, even if prevalent, are problematic.

How can you access “Deals at a Glance” snapshots and integrate them into your workflow?

Deal at a Glance reports are now available for any new issue or amended broadly syndicated USD institutional term loan that comes to market.�� Deal at a Glance reports are published side-by-side with the deal report and can be downloaded to Excel.

Not a Subscriber?

Simplify the complex with Covenant Review, request a demo and discover how our data and tools can help you do your best work.

The post Introducing Covenant Review’s “Deals at a Glance” appeared first on ���׶���Ƶ.