Step 4: Using Portfolios

Here at RapidRatings, groups of companies are called "Portfolios". Setting up portfolios is needed for efficient utilization of nearly all aspects of the portal. We have an entire section of the Help Center devoted to setting up portfolios. To access, go here Portfolios.

In order to run group-level, strategic reporting or alerting on a specific subset of counterparties, you must first add all relevant counterparties to a portfolio. Please note, RapidRatings generates two default portfolios for every client organization. These default portfolios serve as a repository of all public and private company ratings completed (if private company outreaches are included in your contract). If you do not setup separate portfolios as outlined below, you can run the alerts and reporting on the master portfolios. We recommend segmenting your counterparties into separate portfolios to understand risk in specific areas.

Examples of groupings based on functions include:

In our platform you can easily and instantaneously create and update whatever portfolio you want using our Portfolio Manager. For more information check out building portfolios

Once you've set up the grouping of interest, you're able to run several different types of reports and set up alerts

1. Matrix Report (Excel): provides a heat map of the portfolio that helps you to get a bird’s eye view of the group you are assessing, in order to identify trends, or areas you need to focus resources on. For more information on this report, check out Excel matrix report
2. Portfolio Risk Report: a succinct pdf, perfect for circulating summaries where the information is needed urgently. To read a bit more, click PDF Portfolio Risk Report
3. Custom Peer Benchmark Report: gives you the different perspective that you may need for specific business decisions by allowing you to compare a company to a peer group of your own choosing. If you;re intrigued, see Custom Peer Benchmark
4. FHR and News Alerts: allow you to get real-time company updates sent straight to your inbox without needing to actively follow or monitor. To find out more about these alerts or to set them up, you should check out email alerts and Setting up Alerts for yourself