Horizon ScanningNew
Track macro, regulatory, and rating changes as they happen, assess what each one means for you, and act on them from one place.
Illustrative data
An event matters once you know what it touches.
Rating actions, policy decisions, filings and results arrive all day from many sources. Horizon Scanning reads them as they are published and maps each one to your book, so your team spends its time on the few that matter.
From a headline to a decision
- Step 01
Track the sources
Rating actions, results, regulatory news, exchange filings and official macro data, as they publish.
- Step 02
Map to your book
Each headline is tied to the borrowers and bonds it affects.
- Step 03
Assess the impact
See which holdings are touched and whether a bond mandate limit is at risk.
- Step 04
Act from one place
Filter to what needs a look, set reminders for coming events and start a workflow.
What Horizon Scanning does
As it happens
Policy decisions, circulars and rating actions arrive the moment they are published.
What it means for you
Each event is mapped to the positions and mandates it touches.
Act from one place
Assign, annotate and close out every event without switching tools.
Alerts on what matters
Rating actions and mandate breaches on your holdings reach your team by email.
An event calendar
Policy meetings and data releases on one calendar, with reminders before each.
Events that start work
A new rating action or filing can start an agent workflow, tied to your exposure.
From headline to holdings in one view
When a rating action lands, Horizon Scanning shows the holdings it touches and any mandate limit it breaks, and alerts the desk that covers them.
- Holdings matched to each event
- Bond mandate limits checked
- Alerts to the desk that covers them
Illustrative data
Where Horizon Scanning helps
Asset classes
One platform, one record
Horizon Scanning runs inside the permissions and policies your firm sets, and every alert it sends stays on record.