International Association of Credit Portfolio Managers

What International Association of Credit Portfolio Managers does

The International Association of Credit Portfolio Managers (IACPM) is a New York-headquartered professional association founded in 2001 that serves senior credit portfolio professionals at financial institutions worldwide. Its membership spans over 165 institutions across 30+ countries, including commercial banks, investment banks, insurance companies, asset managers, and multilateral development banks. The organisation does not develop proprietary technology; its core products are membership services, semi-annual conferences (Spring in Europe, Fall in North America), regional meetings, online educational seminars delivered via the Swapcard platform, and a portfolio of industry surveys — most notably the quarterly Credit Outlook Survey, the annual Global SRT Bank Survey on synthetic risk transfer transactions, and the biennial Global Credit Risk Insurance Survey conducted jointly with ITFA.

IACPM monetises through three primary streams: recurring annual membership fees from financial institutions, per-attendee conference and seminar registration fees (US $2,550-$3,550 for major conferences, US $450 per person for online seminars), and a limited annual sponsorship program for conferences. Membership-tier pricing and team discounts encourage institutional retention, and eligibility is restricted to credit portfolio professionals at qualifying firms, reinforcing exclusivity. The organisation also operates a content-marketing and events-led go-to-market motion through its website, member portal, research publications, email communications, and webinars on topics ranging from CPM core practices to ESG/climate frameworks and emerging Generative AI use cases in credit.

Beyond member services, IACPM functions as an active regulatory advocate, submitting consultation responses to EBA, ESMA, PRA, FCA, and US Basel regulators on securitisation, capital, credit insurance, and market framework rules. It maintains strategic alliances with ITFA, BerneUnion, IUA, LMA, BAFT, McKinsey, and the National University of Singapore, and co-hosts regional meetings with major member banks across North America, Europe, Asia-Pacific, and Africa, extending its convening role across the global credit portfolio management community.

Name

International Association of Credit Portfolio Managers

Legal name

International Association of Credit Portfolio Managers

Website

https://iacpm.org

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

The International Association of Credit Portfolio Managers (IACPM) is a New York-headquartered professional association founded in 2001 serving 165+ financial institutions across 30+ countries. It provides membership services, conferences, research surveys, and regulatory advocacy for senior credit portfolio professionals globally.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro industry

PRIMARYBPAHAOAL

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Credit portfolio management
• Professional association services
• Financial industry advocacy
• Synthetic securitization research
• Credit risk surveys

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Fees: Annual membership fees from financial institutions (banks, insurance companies, asset managers) engaged in credit portfolio management. Membership provides access to conferences, research, surveys, and networking events.
2. Conference and Event Registration Fees: Revenue from Annual Spring and Fall Conferences, regional meetings, and online educational seminars. Pricing differs between member firms and non-member firms. Includes team discounts for groups from the same organization.
3. Sponsorship Revenue: Limited annual sponsorship program for Spring (Europe) and Fall (North America) Conferences. Sponsors receive networking opportunities, speaking slots, exhibition tables, and marketing exposure to senior credit portfolio professionals.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

International Association of Credit Portfolio Managers (IACPM) is a global professional association serving credit portfolio managers at financial institutions. It operates as a member-funded industry body delivering annual conferences, online educational seminars, original research surveys (Credit Outlook, Global SRT Bank Survey, Global Credit Risk Insurance Survey), and regulatory advocacy on credit portfolio management, synthetic securitization, and risk mitigation topics.

Product overview

IACPM is a professional association dedicated to advancing credit portfolio management, not a software product company. The organization operates a membership-based model offering conferences, educational seminars, research publications, and industry surveys. The core offerings include semi-annual Annual Conferences (Spring in Europe, Fall in North America), Online Educational Seminars delivered via the Swapcard platform, quarterly Credit Outlook Surveys providing market sentiment indices, annual Global SRT Bank Surveys on synthetic securitization transactions, and biennial Global Credit Risk Insurance Surveys conducted with ITFA. The association also provides a COVID-19 Regulatory Guidelines resource and sponsorships for industry events.

Differentiator

Problem solved

Functional benefit

Products and services

• IACPM Membership Program Professional membership program for credit portfolio managers at banks, insurance companies, and asset managers, providing access to events, research, surveys, and networking opportunities.
• Annual Conferences Major annual gatherings including Spring Conference (Europe) and Fall Conference (North America) featuring roundtable discussions, educational sessions, and networking for credit portfolio management professionals.
• Online Educational Seminars On-demand educational seminars covering CPM discipline topics including business models, risk frameworks, ESG/climate frameworks, and active credit portfolio management toolkit, offered via Swapcard platform.
• Credit Outlook Survey Quarterly survey of IACPM members conducted among portfolio managers at major commercial banks, investment banks, and insurance companies worldwide, providing diffusion index readings on credit spread and default expectations.
• Global SRT Bank Survey Annual survey covering significant risk transfer (SRT) transactions executed by banks through synthetic on balance-sheet securitizations between 2016 and 2025.
• Global Credit Risk Insurance Survey Biennial survey conducted in collaboration with ITFA on credit risk insurance used by banks to mitigate non-payment risk on loans; provides the only available global data source to support banks' CRI practice.
• Sponsorship Program Annual sponsorship program for IACPM's Spring (Europe) and Fall (North America) Conferences, offering multiple sponsorship levels from Standard to Premium with networking, exhibition, and marketing opportunities.

Quantifiable outcome

• €378 billion in loans protected through SRT transactions in 2025
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

17 partnerships are on record, tiered core and minor.

• International Trade and Forfaiting Association (ITFA)coreStrategic or Co-development PartnerJoint biennial survey on Credit Risk Insurance (CRI) used by banks to mitigate non-payment risk on loans. Survey conducted since 2019 and provides the only available global data source to support banks' CRI practice and regulators globally. Also submitted joint letter to US Basel Endgame Consultation on standardized approach questions.
• BerneUnioncoreStrategic or Co-development PartnerJoint association letter to European Commission highlighting credit insurance's role in facilitating bank lending during the Covid-19 crisis.
• International Underwriting Association (IUA)coreStrategic or Co-development PartnerPartnership in joint association letter to European Commission on credit insurance's role during Covid-19 crisis.
• Lloyd's Market Association (LMA)coreStrategic or Co-development PartnerPartnership in joint association letter to European Commission on credit insurance's role during Covid-19 crisis.
• Bankers Association for Finance and Trade (BAFT)coreStrategic or Co-development PartnerPartnership in joint association letter to European Commission on credit insurance's role during Covid-19 crisis.
• National University of Singapore (NUS)minorStrategic or Co-development PartnerIACPM participates in NUS Annual Risk Management Conference with Credit Portfolio Workshop. IACPM has participated in 17th and 18th Annual Risk Management Conferences.
• ABSA BankminorChannel Partner/ Reseller/ DistributorCo-host of IACPM Africa Regional Meeting in South Africa (September 2025).
• HSBCminorChannel Partner/ Reseller/ DistributorCo-host of IACPM Asia Regional Meeting in Hong Kong (September 2025). Meeting supported by APLMA.
• CanopiusminorChannel Partner/ Reseller/ DistributorCo-host of IACPM Asia Regional Meeting in Singapore (May 2025).
• novobancominorChannel Partner/ Reseller/ DistributorCo-host of IACPM Continental Europe Roundtable in Lisbon (February 2025).
• McKinsey & CompanycoreStrategic or Co-development PartnerKnowledge partner in research collaboration on emerging Generative AI use cases in credit. McKinsey partners presented key findings from jointly conducted research in IACPM webinar.
• Commonwealth Bank of AustraliaminorChannel Partner/ Reseller/ DistributorCo-host of IACPM Australia Regional Meeting in Sydney (November 2024).
• FirstRand Ltd.minorChannel Partner/ Reseller/ DistributorHost of IACPM Africa Regional Meeting in South Africa (October 2024).
• Standard CharteredminorChannel Partner/ Reseller/ DistributorHost of IACPM Asia Regional Meeting in Hong Kong (October 2024).
• BMO Financial GroupminorChannel Partner/ Reseller/ DistributorHost of IACPM Canada Regional Meeting in Toronto (September 2024).
• CitigroupminorChannel Partner/ Reseller/ DistributorCo-host of IACPM New York Regional Meeting (April 2024).
• Linklaters LLPminorChannel Partner/ Reseller/ DistributorCo-host of IACPM Credit Insurance Summit in London (March 2024).

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BAFT (Bankers Association for Finance and Trade): Global financial services trade association focused on transaction banking, payments, and trade finance. Already an IACPM partner; comparable in mission and member composition though broader in scope than credit portfolios alone.
• Bank Policy Institute (BPI): US policy and research affiliate of the Bankers Association. Conducts regulatory advocacy and produces research for large US banks, analogous to IACPM's regulatory consultation response work in the US.
• UK Finance: UK banking and financial services trade association offering policy advocacy, research, and events for its members. Comparable association structure and regulatory engagement profile to IACPM, though focused on UK retail and wholesale banking rather than credit portfolio management specifically.

Direct peers

• Risk Management Association (RMA): US-headquartered member association serving risk management professionals at financial institutions, with parallel offerings of conferences, research, surveys, and regulatory engagement. RMA overlaps directly with IACPM's audience and product mix.
• BerneUnion: International association of export credit and investment insurance agencies. Existing IACPM partner with similar member-driven advocacy and research model serving credit risk professionals.
• Professional Risk Managers' International Association (PRMIA): International membership organization for risk management practitioners with credentials, webinars, and chapter events. Comparable scale and membership-driven operating model to IACPM.
• International Capital Market Association (ICMA): Global trade association for capital markets participants that produces widely cited secondary market data, market practice standards, and regulatory consultation responses — a structural analog to IACPM in a different but adjacent asset class.
• Global Association of Risk Professionals (GARP): Global non-profit membership association for risk professionals, offering certifications (FRM), research, and events. Overlaps with IACPM in serving buy- and sell-side risk practitioners including those in credit roles.
• International Swaps and Derivatives Association (ISDA): Global derivatives trade association that runs member-driven working groups, produces standardized documentation, and engages major regulators. Closely parallel operating model to IACPM in serving capital markets risk managers.
• International Underwriting Association (IUA): London-based trade association for corporate and specialty insurers. Existing IACPM partner on the Covid-era credit insurance letter; operates the same advocacy-plus-research plus-conferences model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about International Association of Credit Portfolio Managers