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S&P Global Unveils WSO Compliance Insights

On November 20, 2025, S&P Global (NYSE: SPGI) announced an innovative addition to its suite of products: WSO Compliance Insights. This cutting-edge compliance management solution aims to enhance the credit risk management practices for private credit and CLO managers in a landscape characterized by increasingly complex loan portfolios.

The launch of WSO Compliance Insights comes at a time when private credit assets are poised to surpass $3 trillion by 2028, necessitating a robust tool for managers struggling to navigate the intricate legal and compliance frameworks involved. With this application, available through SP Global Market Intelligence, managers can significantly streamline their compliance processes, moving away from cumbersome batch processing to a more real-time approach. This shift facilitates better decision-making and enhances operational efficiency.

Features of WSO Compliance Insights

WSO Compliance Insights incorporates a plethora of advanced features designed to address the challenges faced by credit managers:

• - Real-time Test Visualization: This feature allows managers to visualize new test results as they become available, enabling immediate and informed analysis as market conditions evolve throughout the trading day.

• - Advanced Hypothetical Trade Analysis: Users can leverage seamless connectivity with the WSO loan portfolio software, facilitating precise trade allocation and scenario analysis across diverse investment vehicles such as CDOs, CLOs, and separately managed accounts (SMAs).

• - Cross-deal Comparison: This function enables users to identify compliance issues across multiple assets, allowing for a detailed side-by-side analysis of test results from various datasets. This improves reconciliation efficiency and accuracy.

• - Interactive Dashboards: Custom dashboards with drill-down capabilities offer quick access to critical compliance metrics and performance indicators tailored to the manager's focus areas.

• - Historical Reporting: With options for automated snapshots and scheduled reports, users can maintain point-in-time views of compliance data based on either effective or execution dates.

In addition, WSO Compliance Insights provides the flexibility of being offered either as an application or a fully managed service where SP Global Market Intelligence's experienced team can oversee compliance obligations as required.

Insights from S&P Global Leadership

Alfredo Milera, Head of Lending Solutions at SP Global Market Intelligence, commented on the launch, stating, "WSO Compliance Insights addresses the growing need for private credit and CLO managers to effectively report on increasingly complex loan portfolios. Our solution not only simplifies compliance management but also enhances transparency and responsiveness, ultimately ensuring higher accuracy through advanced compliance rule modeling."

This new service underscores SP Global's commitment to supporting private credit and equity sectors, enhancing its recent partnerships aimed at delivering comprehensive market performance analytics. Notably, SP Global has teamed up with Cambridge Associates and Mercer to introduce analytics that will effectively measure the evolving landscape of private markets. The company's recent collaboration with NewVest also led to the creation of the SP Private Equity 50 Indices, designed to benchmark the performance of 50 of the largest private equity funds.

Conclusion

As the financial landscape continues to evolve, tools like WSO Compliance Insights are essential for managers who navigate the complexities of credit risk and compliance. With these innovations, SP Global strengthens its position as a leader in financial technology solutions, providing clients with the tools needed to navigate and excel in an intricate market environment.

For further details on WSO Compliance Insights, visit the SP Global website.

About S&P Global

S&P Global enables businesses and governments to make confident decisions using trusted data, advanced insights, and innovative technology. Aiming to advance essential intelligence, S&P Global continuously adapts to provide insights crucial for effective planning and strategic action in today's rapidly shifting economic landscapes.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, we offer our clients deep, actionable insights through unmatched data and technology solutions, helping them operate with confidence and make decisive calls guided by reliable information.