Apex Group has expanded its service offering for credit strategies, with the launch of the Apex Credit Data Lens (CDL).
CDL is a secure, cloud-based portal which allows asset managers a complete real-time view of their credit portfolio from their desktop, smartphone or tablet device. This solution is available for credit strategies deployed via closed-ended, open-ended or hybrid structures.
CDL displays real-time loan performance data and break down of transactions and loan portfolios as well as daily fund and asset level P&L calculations. This loan data is displayed in a visual platform with highly customisable reports and dashboards, suitable for all groups within each organisation.
From operations to compliance, there are dashboards suitable to allow each access to the relevant data as and when it’s required.
Apex’s dedicated credit team deployed via a global operating model supports clients with the technology and resources to successfully scale their operations. There has been rapid growth in allocations to credit strategies since the beginning of the global pandemic, driven by the low interest environment and demand for private lending from companies seeking capital to fund post-Covid growth.
Apex also offers a service that supports a new generation of sophisticated Sustainability Linked Loans (SLL). Apex’s SLL offering ensures all the necessary tools for both borrowers and lenders to achieve real impact and accurate reporting. CDL joins Apex’s existing comprehensive offering for credit investment strategies and vehicles which includes:
- Daily P&L
- Loan administration
- Full reconciliation
- Payment processing
- Trade support
- Loan closing and agency
- ESG services for credit strategies
Eddie Kelly (pictured), Global Head of Loan Services, Apex Group comments: “With the explosion of interest in credit strategies, we are excited to launch these new capabilities as part of our robust, adaptable and scalable suite of industry leading technologies. The Apex Credit Data Lens provides our clients with unparalleled visibility of their portfolio as part of our complete credit services ecosystem, to ensure a seamless data flow through all aspects of the fund and help managers to achieve their goals.”
