Bridgewater Trading Ltd

CIF-00580 · U75579JA2014PLC100580 · Transportation · Large Corporate · Japan

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RM: David Wilson
Credit Risk Manager: Christopher Lopez
Exposure: $628.6K
CBRB: Normal
Internal: Normal
Risk Score:50 · Medium
Total Exposure
$628.6K
Prev: $658.7K4.6%
Utilization
72.5%
Prev: 76.1%3.6pp
Banking Relationships
5
Prev: 50.0
CBRB Rating
Normal
Prev: Normal
Internal Rating
Normal
Prev: Normal
Open Alerts
2
C 1
H 0
M 0
L 1

Exposure Trend Analysis · 24 Months

Funded · Non-Funded · Total

Utilization Trend · Reporting Bank vs Other Banks

Threshold 70%

Rating Migration Timeline

2024-07
OLEM
Start
2024-12
Normal
Upgrade

Banking Relationship Trend · Number of Banks (CBRB)

Increase Decrease No Change

Alert History · 4

DateAlert TypeSeverityDescriptionStatusAssigned ToResolved
5/28/2026Decrease in Number of BanksHighOne or more banks have exited the relationship.
Dismissed
Joseph Jackson
4/13/2026Rating UpgradeLowBorrower rating improved to Normal.
Open
Sarah Brown
3/8/2026Exposure IncreaseMediumSystem-wide exposure increased materially over the prior month.
Dismissed
Grace Lee
6/8/2026Rating DowngradeCriticalBorrower rating migrated from Normal to Normal.
In Review
Mia Rodriguez

AI Risk Score

50
/ 100
Medium Risk
Low
0-30
Med
31-60
High
61-80
Crit
81-100

Risk Driver Analysis

Utilization Level+18
CBRB Rating Migration+15
Banking Relationship Growth+15
Industry Concentration+10
Exposure Growth Trend+5
Internal Rating Drift+5

AI Risk Commentary

AI
Customer exposure decreased by 4.6% month-over-month, currently at $628.6K. Banking relationships moved from 5 to 5 banks per CBRB data. CBRB rating remained stable from Normal to Normal. Current utilization is 72.5% — above the 70% early warning threshold. Overall borrower risk is assessed as medium.

Recommended Actions

Review Credit Facility Structure
High
Schedule Customer Meeting
Medium
Reassess Collateral Coverage
High
Escalate to Credit Committee
Low
Initiate Monthly Monitoring
Medium

Relationship Team

Relationship Manager
David Wilson
david.wilson@bank.com
+1 555 0055
Portfolio: $2.35B
Credit Risk Manager
Christopher Lopez
christopher.lopez@bank.com
+1 555 0143
Portfolio: $1.99B
Business Head
Benjamin Jones
benjamin.jones@bank.com
+1 555 0209
Portfolio: $2.38B
MonthFundedNon-FundedTotalUtilizationBanksRating
2026-06$377.5K$251.1K$628.6K72.5%5Normal
2026-05$405.3K$253.3K$658.7K76.1%5Normal
2026-04$397.5K$270.0K$667.6K73.8%5Normal
2026-03$352.6K$297.9K$650.5K70.9%5Normal
2026-02$386.8K$266.4K$653.2K66.8%5Normal
2026-01$364.6K$299.2K$663.8K70.2%5Normal
2025-12$371.5K$261.0K$632.5K72.6%5Normal
2025-11$395.2K$196.8K$592.0K74.2%6Normal
2025-10$356.3K$200.0K$556.3K73.1%6Normal
2025-09$335.4K$203.2K$538.5K72.0%6Normal
2025-08$340.9K$191.4K$532.3K75.9%6Normal
2025-07$324.2K$217.1K$541.2K73.0%6Normal