How to maximize credit research efficiencies: five tips for portfolio managers.

Publication: Business Credit

Publication Date: 01-OCT-04

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COPYRIGHT 2004 National Association of Credit Management

Do you consider yourself a savvy portfolio manager? Of course you do. But are you aware of the critical elements that are helping your competitors become even more perceptive regarding the constantly fluctuating credit market?

The factors that distinguish great portfolio managers from merely good ones are the timeliness and accuracy of their credit information. To make strategic, informed investment decisions that lead to profitability for their clients, portfolio managers must be able to cite current ratings and interpret the latest models and analytics. Strategies that are implemented based on unreliable research and outdated information can lead to dissatisfied clients and lost revenue.

The wealth of credit data and analysis can appear overwhelming. And, for busy portfolio managers with a variety of clients with specific needs, finding and using quality data can spell the difference between a good and bad reputation. The following tips can help portfolio managers avoid the pitfalls of misusing ratings data or not taking advantage of all the intricacies that accurate information can reveal.

Tip 1: Don't just read credit information. Integrate...

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