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Overview

Credit Ratings Are Opinions About Credit Risk.

S&P Global Ratings has been rating funds since 1984, with ratings on over 500 funds. We provide ratings on various types of funds, including

  • Money Market Funds 
  • Bond Funds 
  • Local Government Investment Pools (LGIPs) 
  • Exchange Traded Funds (ETFs) 
  • Separate Accounts 
  • Unit Investment Trusts

Our Fund Credit Ratings’ analytical team has the deep knowledge and experience necessary to assess and rate the various fund structures in the market. The team is made up of 21 professionals with nearly 240 cumulative years with S&P Global and approximately 200 years with the Fund Credit Ratings team.

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Benefits of Our Fund Ratings

Credit Ratings Are Opinions About Credit Risk.

For Asset Managers/Fund Sponsors: 

  • Ongoing credit/liquidity/market risk evaluation 
  • Internal and external communication of quality & composition of funds 
  • Asset growth/retention

For Fund Investors: 

  • Fund selection 
  • Regulatory/Compliance purposes
  • Periodic credit/liquidity/market risk evaluation

Funds Research

The funds industry’s continued growth and expansion to an ever increasing number of investors has been met with rising pressures for greater transparency, with many investors taking a progressive interest in the assessment of the risks facing both the funds and their managers. Our dedicated funds research page provides key industry analysis, insights and trends on the factors affecting the market today.
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Collateralized Fund Obligations (CFOs)

The CFO criteria is designed to rate debt backed by a diversified fund of funds. The criteria and models are limited to assessing funds of funds with the following underlying fund characteristics:

  • Asset Types: the assets backing the debt must be Limited Partnership (LP) interests in diversified funds. They cannot be individual private equity investments themselves, such as debt, equity or co-investments.
  • Fund Types: we can assess diversified venture capital, buyout and mezzanine funds (we are not able to rate concentrated specialty sector funds, such as those invested exclusively in real estate, commodities, infrastructure, etc.)
  • Geographic Scope: investments can be in U.S., European, or Asian assets.
  • Diversification: the funds must be well diversified across fund types, geographies, industries, fund vintages, and fund managers.

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