PRINCIPLES AND PRACTICES IN CPM


IACPM Principles and Practices in CPM biennial Member Survey

Every other year, the IACPM conducts a survey on Principles and Practices in CPM.  The Survey looks at the evolution of credit portfolio management (CPM), organizational structures, mission and mandate, tools used to manage the credit portfolio, and changes over the years and looking forward. The goal of the Survey is to allow firms to confidentially benchmark their practices versus those of other leading financial firms.

Public White Papers of key survey findings
2019 – White Paper in English
2017 – White Paper in English
2015 – White Paper in English
2013 – White Paper in English  |  White Paper in Chinese  |  White Paper in Japanese
2011 – White Paper in English

Detailed survey results (for IACPM members only)
Detailed Survey Results


IACPM Risk and Credit Portfolio Management Practices Survey for Development Banks, Export Credit Agencies and International Financial Institutions

The IACPM’s membership includes a number of development banks, export credit agencies and other similar financial institutions, which have evolving business and strategic objectives and require specialized governance and risk management frameworks for their portfolios. Against this backdrop, the IACPM conducts periodic surveys on credit portfolio management practices including credit assessment processes at these institutions.

Public White Papers of key survey findings

2018 – White Paper: Credit Assessment Processes
2016 – White Paper: Risk and Credit Portfolio Management Practices

Detailed survey results (for IACPM members only)

Detailed 2018 Survey Results
Detailed 2016 Survey Results


The Evolving Role of Credit Portfolio Management:
IACPM/ McKinsey 2015 survey results

White Paper