Principles and Practices in CPM 2023

The IACPM is conducting its biennial survey on Principles and Practices in CPM. The survey looks at the evolution of Credit Portfolio Management, organizational structures, mandate and priorities, and tools used to manage the credit portfolio over time and looking forward.

The survey enables members to confidentially benchmark CPM practices with those of other leading financial firms. This is a favorite survey among IACPM members and one they find particularly useful. Past survey results can be found here.

Survey output will include a high-level published report summarizing key findings, as well as a detailed benchmarking report available to survey participants, and with a six-month time lag to remaining IACPM members. We may release select aggregate responses at IACPM’s Annual Spring Conference in The Hague, May 3 – 5 and other public venues.

Please email for more information on the study.