A connected experience for credit portfolio management
Credit Portfolio Solutions
Portfolio management drives every credit decision. Octus’ credit portfolio management platform delivers a connected approach, powered by native Octus intelligence, proprietary software and data, helping credit managers move faster with confidence.
Five modules, native Octus credit data
Each module runs standalone or together, and every one draws on the same native Octus credit intelligence and data.
Credit portfolio management software
Run hypothetical trades and shock scenarios to model new funds and stress test the portfolio, then build dashboards and monitor risk with AI, backed by a security master accurate from day one.
Research management
Scattered notes and manual document pulls slow underwriting. Connect Octus Credit Intelligence, Fundamentals data and FinDox™ documents to your workflow and augment your internal credit data without switching tools.
Full-indenture compliance
Run instant, accurate multi-fund testing against each CLO’s full indenture. Access pre-trade and post-trade analysis instantly, with rules-explain transparency on every result.
Portfolio optimization
Get exact results, not guess-and-check approximations, from solvers built for rebalancing, par building, concentration repair and warehouse construction, plus daily trade suggestions.
Trade order management
Manage public and private credit strategies from idea generation through trade capture. Allocate orders across funds, validate against investment guidelines and connect to back-office systems.
Scale that shows in the numbers
CLO, broadly syndicated loan and private credit managers already run at scale on Octus data and technology.
75
CLO managers using Octus portfolio management technology
$800B+
in assets under management across Sky Road and LevPro
280+
journalists and analysts behind Octus intelligence and data
60K+
articles Octus publishes each year
Portfolio management capabilities built for credit managers
Spot new investment opportunities as they emerge
Automated BSL new issue calendar tracks primary market activity in real time, eliminating the manual spreadsheet tracking that consumes analyst hours and delays trade booking on new assets.
Underwrite a name without leaving your workflow
Scattered notes and manual document pulls slow underwriting. Connect Octus Credit Intelligence, Fundamentals data and FinDox documents to your workflow and get verified answers without switching tools.
Prove full indenture compliance in real time
Manual compliance testing creates bottlenecks as reporting demands rise. Run pre-trade and post-trade testing against each CLO’s full indenture in seconds, with rules-explain transparency.
Rebalance a credit portfolio without the guesswork
Manual rebalancing relies on guess-and-check approximations that don’t scale as assets grow. Solve billions of combinations in seconds and get daily trade suggestions matched to your objectives.
Streamline orders from idea generation to booking without friction
Manage public and private credit strategies and asset classes from origination through trade capture. Allocate orders across funds, validate against investment guidelines and connect to downstream systems.
See all five modules in one session
Get a personalized demo of our credit portfolio management platform scoped to your strategy, from a single module to the full workflow.
Featured Insights
Headline
See how CLO and private credit managers are putting Sky Road and LevPro to work.
Webinar
From Research to Results: The Connected Portfolio Management Experience
Case Study
How Investcorp Credit Management transformed credit selection with advanced analytics
Read More
Report/Guide
Diligence, data, differentiation: The CLO market’s growth, evolution and what you need to know to stay ahead
Access WhitepaperSky Road and LevPro now part of Octus
"With Sky Road, we began collapsing that gap and embedding Octus intelligence and data directly into portfolio management systems. With LevPro joining our suite, we expect to further serve credit managers at every stage of their journey, from the firm launching its first CLO to the multi-strategy platform managing billions in complex credit vehicles. That is what it means to be the essential credit platform."
FAQs
Octus Credit Portfolio Solutions connects Sky Road and LevPro across portfolio management, research management, compliance, optimization and trade order management. All five modules run on native Octus intelligence and data.
No. Sky Road and LevPro are two separate platforms. Octus Credit Portfolio Solutions connects them through shared, native Octus data, so the modules work together without merging into a single system.
Yes. Each module, portfolio management, research management, compliance, optimization and trade order management, runs standalone or together, so you can adopt what your strategy needs.
No. Trade order management allocates orders across funds, validates them against investment guidelines and connects to your back-office systems. It integrates with pre-trade compliance rather than executing trades.
Ready to see Octus Credit Portfolio Solutions in action?
Get a demo scoped to where your workflow has the most friction today.
Go deeper with the Octus data layer
Native Octus intelligence, company financials and deal documents power every module here, and connect to the wider Octus platform.
Credit Intelligence
Insights across the entire sub-investment grade universe
- Real-time credit lifecycle coverage
- Expert-backed legal and financial analysis
- Daily updates on 6,600+ companies globally
FinDox™
Compliant and secure deal document management with FinDox™.
- Enhance productivity with proprietary analyst tools
- Gain centralized, perpetual data access to syndicated loans
- Facilitate compliance workflow with extensive reporting
Fundamentals Data
Get critical financial data on ~3,300 issuers for informed investment decisions.
- Analyze 1,000+ leveraged finance deals
- Access over 10 years of historical financial data
- Compare companies by multiple financial metrics