Credit Assist

Credit Assist supports analyst's daily workflow from fundamental and relative value analysis, through to news assessment and risk as well as fixed income investment recommendations.

How it works

Using Credit Assist, you can analyse pricing data, fundamentals, news and generate risk or investment recommendations within seconds using bots to assist you along your journey.

credit Assist icon My Dashboard 1
credit Assist icon Company Analytics 2
credit Assist icon Sector Analytics 3
Credit Assist icon News Analytics 4
credit Assist icon Pricing Analytics 5
credit Assist icon Alpha Generator 6

My Dashboard

You begin your Intellibonds journey at the ‘My Dashboard’ function. This function illustrates what is going on in your universe. ‘My Dashboard’ provides you with your universe update and highlights areas/companies of potential opportunity or concerns, which provides analysts with a general framework for assessing specific credits.

Company Analytics

Once you have viewed your dashboard and you want to perform a credit risk analysis on a specific company, you select the ‘Company Analytics’ tab. ‘Company Analytics’ provides an automatic overview of key financial metrics that are sorted based on their credit risk predictive power. It also generates rating predictions and allows for interactions between investment professionals and bots through the scenario tab. A simple change on input data by an analyst would lead to a risk scenario generation and trade idea update in real-time, using updated financial information and financial ratios.

Sector Analytics

A user can perform further analysis at the sector level. The ‘Sector Analytics’ dashboard illustrates how specific company fundamentals compare with its peers in a given sector. A peer group is pre-created but can also be user-defined. Key financial metrics differ based on the industry selected with AI selecting metrics based on their relevance and credit risk predictive power.

News Analytics

In ‘News Analytics’ section, you can carry out news sentiment analysis at the company or sector level. Similar to the ‘Sector Analytics’, you can select specific industries and companies, with analytics calculating news sentiment for comparable companies within the sectors. You can then read key stories and sort them based on the news impact score.

Pricing Analytics

After viewing news analytics, you can analyse the relative value of bonds in the ‘Pricing analytics’ section. ‘Pricing Analytics’ lets you look at spread or yield attractiveness of companies within a specified industry as well as allow you look at relative attractiveness of bonds on a specific issuer yield or spread curve.  You can then better understand the rationale why some bonds have higher relative value score vs the other in our Alpha generator.

Alpha Generator

And finally, you can then attain a final IB score in the ‘Alpha Generator’ section. The ‘Alpha Generator’ brings all the previous information together and summarises it into our Alpha table. You can use multiple screening criteria to determine and save your preferred view. The predictive analysis and portfolio management platform will continue producing trade ideas based on your preferences until the user adjusts setting.  Instead of being able to do a singular analysis of 60-80 companies, the ‘Alpha Generator’ can help credit analyst or portfolio managers assess thousands of companies within a few minutes.

How it works

Using Credit Assist, you can analyse pricing data, fundamentals, news and generate risk or investment recommendations within seconds using bots to assist you along your journey.

You begin your Intellibonds journey at the ‘My Dashboard’ function. This function illustrates what is going on in your universe. ‘My Dashboard’ provides you with your universe update and highlights areas/companies of potential opportunity or concerns, which provides analysts with a general framework for assessing specific credits.

Once you have viewed your dashboard and you want to perform a credit risk analysis on a specific company, you select the ‘Company Analytics’ tab. ‘Company Analytics’ provides an automatic overview of key financial metrics that are sorted based on their credit risk predictive power. It also generates rating predictions and allows for interactions between investment professionals and bots through the scenario tab. A simple change on input data by an analyst would lead to a risk scenario generation and trade idea update in real-time, using updated financial information and financial ratios.

A user can perform further analysis at the sector level. The ‘Sector Analytics’ dashboard illustrates how specific company fundamentals compare with its peers in a given sector. A peer group is pre-created but can also be user-defined. Key financial metrics differ based on the industry selected with AI selecting metrics based on their relevance and credit risk predictive power.

In ‘News Analytics’ section, you can carry out news sentiment analysis at the company or sector level. Similar to the ‘Sector Analytics’, you can select specific industries and companies, with analytics calculating news sentiment for comparable companies within the sectors. You can then read key stories and sort them based on the news impact score.

After viewing news analytics, you can analyse the relative value of bonds in the ‘Pricing analytics’ section. ‘Pricing Analytics’ lets you look at spread or yield attractiveness of companies within a specified industry as well as allow you look at relative attractiveness of bonds on a specific issuer yield or spread curve.  You can then better understand the rationale why some bonds have higher relative value score vs the other in our Alpha generator.

And finally, you can then attain a final IB score in the ‘Alpha Generator’ section. The ‘Alpha Generator’ brings all the previous information together and summarises it into our Alpha table. You can use multiple screening criteria to determine and save your preferred view. The predictive analysis and portfolio management platform will continue producing trade ideas based on your preferences until the user adjusts setting.  Instead of being able to do a singular analysis of 60-80 companies, the ‘Alpha Generator’ can help credit analyst or portfolio managers assess thousands of companies within a few minutes.

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