IXI™ SERVICES

Industry Focus

IXI's foundation of direct-measured assets produces powerful solutions for firms that target U.S. investors and consumers

Portfolio Valuation
Metrics to Complement Valuation Strategies
Featured Application:

As unpaid debt levels continue to rise, it is essential for buyers and sellers of debt to be able to use the most effective metrics to value portfolios. The value of historical payment and credit information has diminished in recent years, as many consumers with good credit have experienced dramatic reductions in financial capacity, and books are sold without adequate levels of consumer information to perform credit analyses. However, new data sources have emerged to enhance credit analyses.

New Metrics to Enhance Portfolio Valuation

IXI’s Ability to Pay Solutions offer a set of financial and economic filters that estimate a household’s financial capacity to pay its debt obligations.

Existing portfolio valuation inputs commonly include credit scores, income and asset estimates, and payment history, which only provide a view of past behavior.

IXI’s Ability to Pay Solutions provide an immediate and robust picture of a delinquent or defaulted consumer’s current ability to pay, as they project a household’s existing financial resources and credit usage. These solutions are modeled from multiple sources, including summary factors produced by IXI’s proprietary database of consumer investable assets. The foundation of this database includes anonymized directly measured assets gathered from over 95 leading banks, securities, and insurance firms.

IXI’s Ability to Pay Solutions include Ability to Pay Index, Income360, Comp360, and CreditStyles Pro*.

Our Ability to Pay Solutions can complement and enhance your firm’s existing portfolio valuation strategies to help you:

  • Understand Financial Capacity: Supplement determination of credit, delinquency, and default risk by understanding which accounts in the portfolio are most likely to be able to pay their debt obligations
  • Examine Concentration Risk: Identify the geographic risk within the portfolio based on the aggregate ability to pay within a certain market
  • Fill Informational Voids: Determine a household’s financial capacity without the use of personal identifiers, which are frequently unavailable and/or prohibited
Market Analytics: Assess Market Health

IXI’s market analysis tools can enable portfolio valuation firms and departments to better understand the credit health of target markets and the credit behaviors of consumers in those markets. With CreditMix, firms can better determine the market size of total outstanding credit behavior within target markets and gain insights on how financial shifts affect customer segments.

Learn how IXI’s Solutions can help your firm enhance portfolio valuation strategies:


*IXI’s products were neither developed for the purposes of, nor intended to be used for, the extension of credit to any individual, nor should they be used for purposes of determining an individual’s creditworthiness or for any other purpose contemplated under the Fair Credit Reporting Act, 15 U.S.C. § 1681 et seq.