Compass 2026: Industry’s largest ever credit-exclusive study
Senior market leaders surveyed
Global investment firms
Aggregate credit AUM
Senior market leaders surveyed
Global investment firms
Aggregate credit AUM
Private Credit Prism:
Three forward signals, capital growth, technology spend, AI adoption, mapped against the key operational challenge each firm type is actually grappling with. Select any two firm types to compare.
Build vs. Buy Scorecard:
We asked funds, banks, and asset managers how they execute seven core credit functions today whether through in-house platforms, third-party solutions, outsourcing partners, or spreadsheets. Explore the results, ranked by the functions where manual processes remain most common. Filter by firm type to see how operating models differ and where the industry is moving fastest.
Tech Scorecard: What Matters Most When Choosing a Technology Partner
From security and scalability to long-term viability, firms identified the factors that carry the greatest weight when selecting technology providers. Explore the seven evaluation criteria ranked by the market and filter by firm type to uncover differences in buyer priorities.
Beyond the Horizon:
Compass 2026 points to a market confident in its growth prospects but more realistic about what scale requires. Three signals, read together, point to one conclusion: ambition is outpacing delivery, and the gap concentrates in exactly the functions still running on spreadsheets, emails and one-off files — the same information re-entered and re-checked at every handoff between borrower, fund, bank and investor.
Closing that gap won't come from another point solution bolted onto a single desk. It will come through properly treating the data through the technology infrastructure — captured once at the source, validated, and carried through a single connected standard that lets every institution keep working in its own format, without forcing anyone to change how they operate. Not a wall of new tools. A common foundation underneath the ones already in use. The firms that build toward that standard first won't just move faster — faster, they would also unlock many more opportunities to scale seamlessly.
