Credit Research & Analysis
Unlock Superior Credit Insights for more Informed Decision Making
Leverage the industry’s most used data and advanced tools to make informed investment decisions, mitigate risks, and stay ahead in the fixed-income market. Discover how our robust credit analysis systems can enhance your portfolio management performance.
Holistic Credit Analysis
Multiple sector-based credit data points, tools, and models enhance data analysis and expedite your credit process.
Data-Driven Strategies
A vast array of disparate information is distilled to more readily make informed credit decisions.
Digitized Research
A single, integrated research platform centralizes credit opinions and makes them easy to monitor and manage.
Standardization of Data
Consistently fielded financials with detailed footnotes and supplemental statements enable accurate and comparative analysis.
Without easy access to financials and other material information, opportunities may be missed. Our systems capture and normalize all relevant data sources, integrating with portfolio management and OMS solutions.
Designed by analysts, for analysts
Prominent industry leaders founded Merritt Research Services and developed the CreditScope database. Their influence remains an integral part of our solutions.
- Leverage sector relevant data elements and ratios
- Identify risks and triage credits using credit scoring and ranking tools
- Trust the data that rely on GASB and FASB accounting standards for guidance
- Depend on our deep bench of expertise, featuring municipal examiners and specialists who create new, quantitative content
Data is optimized to enable smarter credit decisions
In a marketplace with over a million municipal bonds and thousands of issuers to consider, we simplify the process of making informed credit decisions. Our single, integrated platform aligns credit decisions with your risk parameters and performance goals.
- Spend less time on data entry and info gathering and more time on analytical thinking and modeling
- Easily create peer group and trend analyses
- Access historical, internal reports, and statistical models
Streamlined historical research
CreditScope consolidates and maintains a record of analyst credit opinions, ratings, scores, and supporting materials that are helpful in satisfying documentation and compliance requirements.
- Immediately access audits and EMMA disclosures
- Search across your historical records
- Utilize financial data trends that span nearly 40 years
Streamline Secondary Market Trading into One, Centralized System
Buy and sell bonds without leaving the Investortools’ platform.
Investortools Products
Meet the innovative product technology that powers our portfolio management system
Portfolio Management, Analytics, Trading, and Compliance
- Automated workflows
- Separate account management
- FIX connectivity for streamlined trading
- Risk management and error tracking
Credit Research, Analysis, and Reporting
- Massive credit database
- Tools to evaluate and monitor risk
- Processes to manage credit research
- Municipal and corporate editions
Benchmarking and Performance Attribution
- Allocation attribution reporting
- Index analytics and comparison
- Data transparency
- Customized index aggregation and reporting
Get the Right Data and Analysis to Seize Opportunities as They Emerge.
Explore how you can transform data into actionable information.
