Bridgewater Group LLC
CIF-00090 · U75089FR2014PLC100090 · Information Technology · Large Corporate · France
RM: Joseph Jackson
Credit Risk Manager: Jacob Moore
Exposure: $19.87M
CBRB: Loss
Internal: Doubtful
Risk Score:97 · Critical
Total Exposure
$19.87M
Prev: $20.53M3.2%
Utilization
27.0%
Prev: 29.0%2.0pp
Banking Relationships
4
Prev: 40.0
CBRB Rating
Loss
Prev: Loss
Internal Rating
Doubtful
Prev: Doubtful
Open Alerts
1
C 0
H 0
M 1
L 0
Exposure Trend Analysis · 24 Months
Funded · Non-Funded · Total
Utilization Trend · Reporting Bank vs Other Banks
Threshold 70%
Rating Migration Timeline
No rating changes in the last 24 months. Currently Loss.
Banking Relationship Trend · Number of Banks (CBRB)
Increase Decrease No Change
Alert History · 1
| Date | Alert Type | Severity | Description | Status | Assigned To | Resolved |
|---|---|---|---|---|---|---|
| 3/8/2026 | Exposure Reduction | Medium | System-wide exposure declined materially over the prior month. | Open | Ella Anderson | — |
AI Risk Score
97
/ 100
Critical Risk
Low
0-30
0-30
Med
31-60
31-60
High
61-80
61-80
Crit
81-100
81-100
Risk Driver Analysis
CBRB Rating Migration+39
Industry Concentration+12
Utilization Level+7
Banking Relationship Growth+6
Exposure Growth Trend+5
Internal Rating Drift+5
AI Risk Commentary
AI
Customer exposure decreased by 3.2% month-over-month, currently at $19.87M. Banking relationships moved from 4 to 4 banks per CBRB data. CBRB rating remained stable from Loss to Loss. Current utilization is 27.0%. Overall borrower risk is assessed as critical. Recommend escalation to Credit Committee.
Recommended Actions
Review Credit Facility Structure
HighSchedule Customer Meeting
MediumReassess Collateral Coverage
MediumEscalate to Credit Committee
CriticalInitiate Monthly Monitoring
MediumRelationship Team
Relationship Manager
Joseph Jackson
joseph.jackson@bank.com
+1 555 0165
Portfolio: $2.24B
Credit Risk Manager
Jacob Moore
jacob.moore@bank.com
+1 555 0253
Portfolio: $2.23B
Business Head
Emily Martinez
emily.martinez@bank.com
+1 555 0044
Portfolio: $2.24B
| Month | Funded | Non-Funded | Total | Utilization | Banks | Rating |
|---|---|---|---|---|---|---|
| 2026-06 | $10.93M | $8.95M | $19.87M | 27.0% | 4 | Loss |
| 2026-05 | $13.05M | $7.48M | $20.53M | 29.0% | 4 | Loss |
| 2026-04 | $12.70M | $7.88M | $20.58M | 23.0% | 4 | Loss |
| 2026-03 | $12.74M | $7.46M | $20.20M | 22.0% | 4 | Loss |
| 2026-02 | $11.77M | $8.76M | $20.53M | 22.4% | 4 | Loss |
| 2026-01 | $12.29M | $8.00M | $20.29M | 19.2% | 4 | Loss |
| 2025-12 | $13.08M | $8.08M | $21.16M | 22.3% | 4 | Loss |
| 2025-11 | $10.61M | $9.50M | $20.10M | 28.0% | 4 | Loss |
| 2025-10 | $12.80M | $6.91M | $19.71M | 29.5% | 4 | Loss |
| 2025-09 | $9.80M | $8.81M | $18.61M | 29.7% | 5 | Loss |
| 2025-08 | $9.83M | $7.82M | $17.65M | 27.6% | 5 | Loss |
| 2025-07 | $11.04M | $7.01M | $18.05M | 27.8% | 5 | Loss |