Loan Platforms

Automation and settlement tools for the complex syndicated loan asset class

Access our web-based, single portal that serves a global network of syndicated loan market participants. You get coverage for every aspect of the loan lifecycle from deal origination, syndication and post-execution trade processing to reference data and position verification. We focus on decreasing risk by increasing automation and lowering the cost of entry to the asset class for participants large and small across the globe.

Why S&P Global?

Manage loans with reduced risk and greater efficiency

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View our loan platforms that unify workflows and datasets across all syndicated loan market participants

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WSO Software

Streamline loan portfolio operations with one platform

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WSO Services

Drive efficient middle and back office loan operations with outsourced solutions

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thinkFolio: Investment Management Platform

Mitigate risk, increase efficiency and support investment decisions

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Loan Solutions

Centralize and outsource your loan operations for higher efficiency and costs savings

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Recent press releases/blogs

September 07, 2021
With the CLO market in overdrive, robust loan reference data is even more critical

July 22, 2021
Risk Management: Delivering Innovative Solutions for the Leveraged Loans Market

May 27, 2021
Leveraged Loan Settlement: Embracing Automation in the European Market

April 28, 2021
Unveiling a Consolidated Ecosystem for Loans

March 10 2021
Loan trade settlement: T+0 is already a reality today

February 22, 2021
The Quiet Revolution: A Decade of Transformation in Leveraged Loans

December 16, 2020
2021: What Is Next For Leveraged Loans Settlement?

September 25, 2020
Reasons for optimism: is this the start of a new technology revolution?

October 29, 2019
S&P Global Brings Electronic Trade Settlement to Distressed Leveraged Loans

Experts

Patricia Tessier

Patricia is responsible for business development and operations for numerous technology solutions for syndicated loan markets. In her role as head of Loan Platforms at S&P Global Market Intelligence, she works closely with the LSTA, LMA and market participants to develop new solutions that address cost and risk challenges in the loan markets. Patricia joined S&P Global (now part of S&P Global) in 2012. Previously, she managed loan trade closing teams for Goldman Sachs in New York and London, where she oversaw the bank's involvement in loan industry initiatives.Patricia holds a Bachelor of Arts in English Literature from the City University of New York, United States.

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David Jesson

David is responsible for global business development for the company's Loan Platform Business which supports the leveraged and syndicated loan markets with products such as ClearPar, Loan Reconciliation, Notice Manager, Loan Processor, Custodian Services and Loan Reference Data.Before joining S&P Global, David was Head of EMEA Loan Documentation and Closing at Bank of America Merrill Lynch (BofA) for more than seven years. Prior to BofA, he worked for more than four years at Lehman Brothers in several roles in high yield and distressed debt. Earlier in his 30-year career, he worked at Mizuho International, Calyon Asset Management and HSBC.

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Erik J Woodling

Mr. Woodling represents S&P Global in market-wide strategic initiatives and works closely with the LSTA, LMA, partner vendors and market leaders to create solutions that drive innovation, reduce risk and enable efficiency.Mr. Woodling joined Markit (now S&P Global) in 2005 as part of its acquisition of FCS from J.P. Morgan. He previously worked at Fidelity Investments as a client relationship manager for small to medium retirement accounts and performed enterprise system support.Mr. Woodling holds a Bachelor of Business Administration with a triple major in Finance, MIS and Marketing from the Goizueta Business School at Emory University in Atlanta, GA. He is based in Dallas, Texas.

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Sarah Wagner

Sarah has product responsibility for ClearPar, Loan Reconciliation, Custodian Services and S&P Global's unified loan portal where market participants can administer data and collaborate with counterparts. Sarah also manages Loan Processor, a workflow application that connects agent systems to the market.Sarah joined Markit (now part of S&P Global) as part of the WSO acquisition from J.P. Morgan in 2008. She has held various management roles at WSO, including oversight of Notice Manager and WSO's Compliance and Agent products. She works closely with partner vendors and market leaders to drive innovation.Sarah obtained her Bachelor of Business Administration in Finance from Texas State University, and her Master of Business Administration in Finance from the University of North Texas. She has held the Chartered Alternative Investment Analyst designation since 2009.

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Feb 01

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From @SPGMarketIntel: Direct Line Insurance Group PLC's shock cancellation of its final 2022 #dividend has set the… https://t.co/SRB4FxV7KM

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Loan Platforms

Automation and settlement tools for the complex syndicated loan asset class

Why S&P Global?

View our loan platforms that unify workflows and datasets across all syndicated loan market participants

ADFlow: Secure Settlement Instructions

Debtdomain

ClearPar Trade Settlement

Distressed Loan Trade Settlement

Loan Settlement Custodian Services

Loan Reference Data

LIBOR Replacement Data for Loans

Notice Manager

Loan Reconciliation

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Recent press releases/blogs

Experts

Patricia Tessier

David Jesson

Erik J Woodling

Sarah Wagner

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