Case Study: a leading private markets finance and investment company streamlines credit risk evaluation with S&P Global Market Intelligence

An Investment Manager Streamlines the Evaluation of Credit Risk

S&P Global Market Intelligence worked with a leading private markets finance and investment company that manages mostly property investments plus a smaller corporate lending portfolio. The team needed a more rigorous, consistent way to assess credit risk across commercial real estate loans and corporate borrowers, along with better early warning signals, more efficient workflows, and flexible data delivery.

S&P Global Market Intelligence recommended CRE Scoring Tool (CREST) for loan credit risk assessment and Credit Analytics, including PDFM, CreditModel, and PD Market Signals, to monitor default risk and flag deteriorating credit quality. The combined solution gave the team transparent scorecards, broad company coverage, and API and Excel-based integration to streamline internal processes. As a result, the firm improved the objectivity and consistency of its risk reviews, gained automated monitoring and alerts, and freed up more time for customer-facing work, though the case study does not cite a specific numerical impact.