“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
����������:��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
����������:��eleis.brennan@thefitchgroup.com

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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.��

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Contact:

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

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

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What Are ���׶���Ƶ Dashboards?

���׶���Ƶ Dashboards are a comprehensive suite of tools that allow you to monitor, analyze, and manage your investment portfolio with ease. By integrating our Fundamental Research data, including CS Views and CoreScores, our Dashboards offer a holistic view of your investments, helping you stay ahead in the market.

Key Features of ���׶���Ƶ Dashboards

Monitor Your Watchlist in One Place:
Say goodbye to the hassle of juggling multiple sources of information. With ���׶���Ƶ Dashboards, you can view our recommendations and outlooks for all the companies in your portfolio, all conveniently located in one place.

Identify Opportunities:
Our Dashboards are designed to guide you to the most promising companies and sectors within your portfolio. Utilize interactive tables and heatmaps to analyze data with precision, uncovering valuable opportunities that might otherwise go unnoticed.

Enhanced Risk Management:
Stay ahead of potential risks with our risk solution tool. Monitor and predict defaults and agency rating transitions to make proactive decisions that safeguard your investments.

Interactive and Downloadable:
All charts and tables within the Dashboards are fully interactive, allowing you to drill down for more detailed information. Additionally, you can download these visuals as images or Excel files, making it easy to integrate them into your existing workflows and reports.

How ���׶���Ƶ Dashboards Can Benefit You

Leverage Comprehensive Data:
Access a complete view of our fundamental research data, including CS Views and CoreScores, across your entire portfolio. This comprehensive data set empowers you to make more informed decisions.

Simplify Your Analysis:
Our user-friendly interface and interactive features simplify the analysis process, saving you time and effort. Whether you’re a seasoned analyst or new to investment research, our Dashboards make it easy to understand and act on the data.

Stay Ahead of the Curve:
With real-time insights and detailed analysis, ���׶���Ƶ Dashboards help you stay ahead of market trends and make timely investment decisions. Identify emerging opportunities and mitigate risks before they impact your portfolio.

Enhance Your Research Capabilities:
By integrating our Dashboards into your research process, you can elevate your investment strategies and achieve better outcomes. Our tools are designed to complement and enhance your existing workflows, providing you with the insights you need to succeed.

Get Started Today

Experience the power of ���׶���Ƶ Dashboards and transform the way you analyze your investments. Log in to the ���׶���Ƶ platform today to explore the new Dashboards feature and unlock a world of insights.

Stay informed, stay ahead, and make smarter investment decisions with ���׶���Ƶ Dashboards.

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.

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To use the new tool, simply go to the Deals Pipeline tab and click on Bonds. It will take you to a page that lists the indicative details such as Borrower, Deal Type, Expected Close Date, Price Talk, Sector, and the Issuer’s Country. For those subscribing to LevFin Insights, an expanded view shows Terms and Conditions, Deal Size, Coupon, Price, Sponsors, Lead Managers, and the UOP (“Use of Proceeds”). We provide information on call structure, agency ratings, and special features to note on the security.

What’s On the Page?

There are plenty of filter options to narrow down your search for a particular deal type: by Company, Sector, UOP, Type, Issuer, Lead, Sponsor and Country.

If you scroll down, you can toggle various tabs to select deals that are In Market, Expected, Completed or any that are Hung. If you go back to the filters, you can narrow down the results for each of those deal stages.

Additional details and terms are available to LevFin Insights subscribers by simply clicking on an arrow to expand the section.

How to Get Started on the New ���׶���Ƶ.com?

We are excited to have you use our new platform which brings together ���׶���Ƶ, Covenant Review, and LevFin Insights. If you would like to access to the Deals Pipeline and many other enhancements, reach out to your account manager or request a trial.

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Join us at our in-person Outlook Conferences in New York and London to see our new united platform. ���׶���Ƶ.com has been redesigned to fit your workflow and provide all the insights you need during the full life cycle of credit investments.��

Fully Integrated Analysis & Expertise

We’ve built a platform that clients want; we have listened to our customers and used their input to develop the site, and to build our product roadmap for 2023. Our product and development teams have been hard at work this year to build a new and better experience for our users, with the goal of incorporating the content from ���׶���Ƶ, Covenant Review, and LevFin Insights, plus built a number of new features to become an easy-to-use resource for credit market participants. Well received features include:

• Easy to understand design and navigation
• Content in a single place with clear distinctions
• The teaser content preview
• New 3 column Company page layout offering greater insights
• Consistency across Covenant Review Data Tools

While our first phase is to launch this new platform in January, we have more to build in 2023, including an expanded Special Situations offering, broader coverage, and a new and improved Risk ���׶���Ƶ model and interface.

Set Your Preferences, See What Matters to You (and Your Portfolio)

We’ve brought together three distinct content sets in one easy to view page. Once you decide what markets, sectors, and companies to follow, the “My Feed” page will surface the content you want to see, separated into three distinct Research, Covenants, and News sections. Want to see everything that is published? Global Feed has it all, with filters to help navigate. For existing ���׶���Ƶ subscribers, your preferences will carry over to the new site, but we suggest a quick review to ensure you are not missing relevant content.

A new feature of the site is the preview pane on the right-hand side, allowing for a quick read from the feeds page. It is easy to jump to the full article view, where the Ask an Analyst, and ���׶���Ƶ View features are displayed.

Enhanced Company Pages

We are most excited about our company pages. In a new, three column layout, we show all of our content related to a specific issuer. All published content from our three content teams are shown, as well as the ���׶���Ƶ View and Recommendation. Find the information you need for a quick view of the credit via our Company Overview, Risk and Catalysts, Operating Condition, and Fundamental Overviews. From Covenant Review we highlight the documents available for the issuer, and we show all the deals a company has undertaken, as well as what may be in market, sourced by our news team at LevFin Insights.

Are you Ready to Try the New ���׶���Ƶ?

These are uncertain times for Credit Markets, and you’ll want to power your analysis with the best research, news and analysis available. Sneak peaks of the platform will begin in December, with migration for current users beginning in January 2023. Contact your sales representative to be one of the first with access to the new ���׶���Ƶ!

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Special Situation investing is one of the most complex and specialized strategies in credit. Investors need to consider myriad factors including industry and sector dynamics, credit documents, legal proceedings, game theory and breaking news. Today, most of the important developments for the largest workouts and restructurings happen out-of-court and require navigating these complex factors before any bankruptcy filing occurs. Our Special Situations solution brings together the expertise of ���׶���Ƶ, Covenant Review and LevFin Insights (LFI) to provide news, fundamental, and legal research in one place. In 2023, our new and improved website will combine Covenant Review and LFI into one platform with a single log-on, where you’ll be able to explore more granular critical analysis and data via a Special Situations page, and also to set dedicated email alerts to receive updates.��

Experience that you can Count on

���׶���Ƶ has assembled a seasoned team of Special Situations analysts, reporters and attorneys writing research and news that matters to the market. We regularly reach out to our clients and look for opportunities to meet to discuss what they need to know to manage credit risk. To that end, last week ���׶���Ƶ, Covenant Review and LFI hosted an in-person panel discussion at Hearst Tower in New York focusing on the current landscape and future trends for Special Situations. Our panel provided thoughts on default rates and outlook. They covered key sectors and names moving in distress or potentially moving that way. Discussed key trends in covenants and the latest state of play on creditor-on-creditor violence.

We invite you to watch the panel replay, click here to access the recording.

Enhancements to Keep up with Special Situation Trends

In 2023 we’ll be making available downloadable models, recovery analysis, and detailed capital structures, along with all archived news and research. We expect to provide expanded coverage of Special Situations across the high yield and distressed markets. Additionally, we’ll be leveraging our sector analysts’ expertise, as we’re still investing in talent and building a team of deep dive experts across our regions.

So, stay tuned for more next year!

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New, Combined Platform

We are happy to announce that later this year all of our content will live on a new platform, combining the work of ���׶���Ƶ, Covenant Review, and LevFin Insights. This integration will bring credit research, covenant analysis, and leveraged finance news to one interface and login. We are ensuring that our client experience is improved, no matter if access is focused on one, or all three, of our content sets. Most of our clients currently subscribe to one or two of our products, and we are excited to show how we are bringing insights, documents, and data together on company pages, and how readers can analyze a credit from the multiple angles we provide.

Our first visible step in this integration can be seen in our updated logo, with ���׶���Ƶ as the brand you will see on each page, while maintaining the identity of each contributing source; we are all part of the broader Fitch Solutions offering. We have also introduced a ���׶���Ƶ Blog to share updates on our company; please check on know.creditsights.com/blog to read more about our product developments.

Over the coming months our team will contact each client with a plan to switch over to the new platform. We plan to unveil the new site at our in person Outlook Conferences in New York (December 5th – register now as space is limited) and London (December 8th), and will prioritize those firms wanting to opt-in through the end of the year. Starting in January, we plan to convert users to the new site, and will actively communicate the process and address any concerns.��

We believe the combination of credit research, covenant analysis, and news is powerful, and we can’t wait to show you what we’ve been up to. In the meantime, we do hope to see you at one of many of our in person events scheduled this fall.��

Best regards,��

Peter Petas
Head of ���׶���Ƶ, Co-Founder
PPetas@���׶���Ƶ.com

Erin Lyons
Global Head of Business Strategy
ELyons@���׶���Ƶ.com

For more information: www.���׶���Ƶ.com

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