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
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


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

White Paper


IACPM Risk and Credit Portfolio Management Practices:
Export Credit Agency and International Financial Institution 2016 Benchmarking

White Paper

Full Survey Results – for members only