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Summary
In a financial landscape marked with constant evolving market volatility, investment advisors prioritizing proactive portfolio surveillance and transparency are redefining the meaning of being strategic partners. By moving beyond static reviews and embracing real-time risk assessment, they protect portfolios from emerging threats through vigilant monitoring and effective communication.
Join our thought leaders as they explore actionable strategies for effective credit risk management and portfolio surveillance to navigate challenges, seize opportunities, and deliver results.
Key Takeaways:
- Modern Portfolio Surveillance Tactics: How to implement continuous, real-time credit risk monitoring to identify early warning signs and respond proactively to market shifts.
- Integrating Data and Analytics: Practical ways to leverage advanced analytics and industry research for deeper insights, smarter decision-making, and more resilient portfolios.
- Elevating Client Communications for Trust: Techniques for communicating risk transparently and aligning investment strategies with evolving client goals to build trust and long-term relationships.
Moderator
S&P Global Market Intelligence
Robert Durante
Senior Director, Global Risk, Risk & Valuation Services
Bob Durante is a Senior Director in Global Risk Services for S&P Global Market Intelligence. In his role, Bob is responsible for managing client service engagements, providing analytical thought leadership, and helping clients measure and manage their credit risk. Since joining S&P Global Market intelligence in 2008, Bob has led dozens of client engagement projects that focus on development of internal risk rating systems, validation of risk rating and stress testing models and he has issued the deployment of dozens of Credit Assessment Scorecards representing all major asset classes. Prior to joining S&P Global Market Intelligence, Bob held senior analytical and managerial positions for more than 25 years in Standard & Poor’s Ratings Services, including chairing rating committees to assign, confirm, update or downgrade credit ratings. Bob is noted for his award-winning level of client service, thought leadership, analytical innovation and project/staff management. Bob serves on the S&P Global Corporate Responsibility: Financial Essentials Working Group to ensure alignment between business and philanthropic objectives with particular focus on helping reduce the “lending gap” for women-owned small enterprises in emerging markets.
Speakers
S&P Global Market Intelligence
Kathryn Doud
Credit Product Specialist, Risk & Valuation Services
Kathryn Doud joined S&P Global Market Intelligence in 2022. As a Credit Product Specialist, she leverages her expertise in credit risk, data analytics and client engagement in order to empower clients to navigate complex credit risk landscapes and make informed decisions that align with their goals and objectives.
S&P Global Market Intelligence
Ricky Liu
Credit Customer Success Manager
Ricky Liu has been with S&P Global since 2022, currently serving as Customer Success Manager specializing in risk and valuation services within S&P Global Market Intelligence. She is dedicated to helping clients deepen their industry knowledge, enhance product adoption, and drive process efficiency. Known for a practical, client-focused approach, Ricky bridges technical insights with business needs to deliver measurable impact. Prior to her current role, she worked in S&P Global Ratings focusing on default and recovery data.
Questions?
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