Abstract: A system is disclosed for enabling a portfolio manager to obtain credit approval for an issuer of securities from a credit analyst. The system includes a relational database containing subjective and objective issuer information, a graphical user interface for permitting a portfolio manager to submit a credit approval request to a credit analyst, a graphical user interface for permitting a credit analyst to evaluate the credit approval request submitted by the portfolio manager based on the issuer information contained in the database, and a graphical user interface for permitting the credit analyst to resolve the credit approval request on behalf of the portfolio manager.

Abstract: A system and method are disclosed for evaluating risk exposure across portfolios of investments. The system and method involves storing portfolio data and investment data in a portfolio database, selecting portfolios of interest from the portfolio database, selecting a rule for categorizing the investments in the selected portfolios of interest, selecting a comparative parameter, categorizing the investments contained in the selected portfolios according to the selected rule and quantifying the exposure of the selected portfolios for each category of investments in terms of the selected comparative parameter.

Abstract: A system is disclosed for enabling a portfolio manager to obtain credit approval for an issuer of securities from a credit analyst. The system includes a relational database containing subjective and objective issuer information, a graphical user interface for permitting a portfolio manager to submit a credit approval request to a credit analyst, a graphical user interface for permitting a credit analyst to evaluate the credit approval request submitted by the portfolio manager based on the issuer information contained in the database, and a graphical user interface for permitting the credit analyst to resolve the credit approval request on behalf of the portfolio manager.