Amid evolving market conditions, asset managers, asset owners, and consultants must strike a balance between risk and return.
Moody’s offers a reliable suite of data, analytics, tools, and insights that enables you to make informed decisions and improve business outcomes.
Through our award-winning risk and portfolio management solutions, we can help you identify, evaluate, and manage risk, while effectively capitalizing on investment opportunities.
Interested in learning more about our offerings? Our solutions specialists are ready to help.
Our easy-to-integrate risk management solutions enable you to access powerful portfolio analytics that deliver operational efficiencies, improve investment outcomes, and provide greater portfolio transparency, which help you achieve plan objectives.
Our customizable portfolio monitoring solutions help you effectively communicate investment strategies and risks to clients across a range of segments. Our flexible interface helps you realize operational efficiencies and lets you grow your business.
Our adaptable, enterprise-grade risk management solutions help you understand risk, maintain compliance, and outperform investment objectives. By integrating with existing workflows, you can manage your business more effectively.
Our easy-to-integrate risk management solutions enable you to access powerful portfolio analytics that deliver operational efficiencies, improve investment outcomes, and provide greater portfolio transparency, which help you achieve plan objectives.
Our customizable portfolio monitoring solutions help you effectively communicate investment strategies and risks to clients across a range of segments. Our flexible interface helps you realize operational efficiencies and lets you grow your business.
Our adaptable, enterprise-grade risk management solutions help you understand risk, maintain compliance, and outperform investment objectives. By integrating with existing workflows, you can manage your business more effectively.
Our risk management solutions for the buy-side can help you efficiently manage risk, identify suitable investment opportunities, respond to regulatory requirements, and secure more business.
Moody's provides extensive data, investment insights, and robust analytical tools that enhance investment research and acuity, giving asset owners, managers, and consultants the ability to make confident, well-informed choices. Gain a clearer perspective on portfolio risks and opportunities to help you reduce risk, maximize returns, and act decisively.
Strategic asset allocation is the foundation of sound investment decision-making.
With Moody’s, you can access comprehensive and specifically designed tools to easily develop, stress test, and monitor strategic asset allocation decisions.
Our solutions help clients create an optimal blend of asset classes that align with their investment objectives and provide the right balance of risk and return to meet those goals.
Asset managers are constantly in a fine balancing act of maximizing returns while aligning to specific client goals and preferences.
With Moody’s user-friendly solutions for buy-side participants, you can access timely and relevant information to support investment decisions, create resilient portfolios aligned to investor goals, and communicate easily digestible portfolio summaries.
Moody’s provides a holistic view of risk through a vast universe of data and intelligence on entities, sectors, and themes—delivering an unparalleled global view on Know Your Customer (KYC), anti-money laundering (AML), and security-level sanctions compliance.
Our solutions can help you avoid regulatory breaches, gain operational efficiencies, and access portfolio monitoring tools to address your compliance and risk management needs.
Moody's provides extensive data, investment insights, and robust analytical tools that enhance investment research and acuity, giving asset owners, managers, and consultants the ability to make confident, well-informed choices. Gain a clearer perspective on portfolio risks and opportunities to help you reduce risk, maximize returns, and act decisively.
Strategic asset allocation is the foundation of sound investment decision-making.
With Moody’s, you can access comprehensive and specifically designed tools to easily develop, stress test, and monitor strategic asset allocation decisions.
Our solutions help clients create an optimal blend of asset classes that align with their investment objectives and provide the right balance of risk and return to meet those goals.
Asset managers are constantly in a fine balancing act of maximizing returns while aligning to specific client goals and preferences.
With Moody’s user-friendly solutions for buy-side participants, you can access timely and relevant information to support investment decisions, create resilient portfolios aligned to investor goals, and communicate easily digestible portfolio summaries.
Moody’s provides a holistic view of risk through a vast universe of data and intelligence on entities, sectors, and themes—delivering an unparalleled global view on Know Your Customer (KYC), anti-money laundering (AML), and security-level sanctions compliance.
Our solutions can help you avoid regulatory breaches, gain operational efficiencies, and access portfolio monitoring tools to address your compliance and risk management needs.
No matter the task at hand, you can access a proven suite of Moody’s integrated capabilities to help you achieve your business goals.
Compliance monitoring
Using one of the largest universes of entity data available today, we provide reliable KYC insights detailing your exposure to sanctions risk to support your due diligence process.
Fixed income analytics
We deliver a breadth of data, analytics, and insights that help you monitor adverse credit signals, analyze complex asset classes, capture opportunities, and manage downside portfolio risks.
News and sentiment analysis
Use real-time information to make timely portfolio decisions that help you seize investment opportunities.
Cyber
Our cyber risk ratings provide insights on companies to help you generate alpha and build more resilient portfolios.
Climate
Evaluate physical climate risks’ financial implications and uncover opportunities in both a standalone and integrated manner across portfolios.
Economic and climate scenarios
Our economic and climate data, forecasts, scenarios, and analysis help you minimize risk and understand the financial impact climate hazards and macroeconomic threats can have on portfolios.
Research (public and private markets)
Our solutions deliver comprehensive insights on public and private company financial data and industry-leading credit information.
Asset liability management
We help you create an optimal blend of asset classes for the right balance of risk and return to meet your investment objectives.
Portfolio analytics
Moody’s extensive asset class coverage provides transparency into a portfolio’s exposure, risk, and performance.
Interested in learning more about our offerings? Our solutions specialists are ready to help.
Clara Pensions uses PFaroe™ defined-benefit (DB) pension risk modeling technology to model and manage the liabilities and risks it faces as part of Clara’s “member-first” approach.
Universities Superannuation Scheme (USS), one of the largest pension schemes in the UK, uses PFaroe for greater control and superior governance.
Income Research + Management uses Pension Analytics to connect liability-driven investing (LDI) solutions to clients’ specific needs.
Globally-renowned asset manager adopts Moody’s PFaroe E&F to assess the impact of spending policies on investment trajectories.
A prominent US bank integrates PFaroe DB to manage its DB plans, streamline operations, and analyze complex data.
With changing market conditions and the growth of private market assets, many investors face a greater need for timely insights on investment portfolios.
Matthew Bale, Head of Product Management for Moody’s Buy-Side Solutions, sat down with Pensions & Investments to discuss how rising interest rates have impacted their clients’ strategic asset allocation decisions.
In our latest report, we explore how GenAI is rapidly transforming the asset management space, offering unparalleled opportunities for firms to streamline operations, enhance decision-making, and deliver personalized client experiences. But this transformation doesn’t come without its challenges: regulatory hurdles, data governance, and AI transparency all require careful navigation.
DePINs -- decentralized physical infrastructure networks -- can string together everyday digital components to assemble a blockchain-based alternative to many sectors’ traditional networks.
The intuitive tool enables asset managers to continually and efficiently monitor portfolios for sanctions risk, avoid regulatory breaches, and make portfolio decisions with confidence.
Insurers have access to more data and analytics to capture climate considerations than ever before. Yet, from this, a new challenge has arisen: making sure the insights are relevant to exact needs. Discover how Moody’s PFaroe Insurance can restore clarity in the age of data overload.
Private market assets have become a bigger part of an insurer’s broad asset allocation mix. Quantifying the risk associated with alternative investments can pose many challenges. This article provides a different perspective on how to simplify the process and assess the impact of a wide range of alternatives on an insurers’ risk and return profile.
While there are common themes affecting the global pension landscape, such as quickly rising interest rates prompting pension plans to rethink their asset allocation and potentially accelerate derisking strategies, there are specific trends shaping the Canadian market.
Implementing a robust risk management process, from the front office to the back, to provide a 360° view of investment and portfolio risk has helped asset managers and investment professionals stay on top of market movements and global shifts.
In 2022, global markets were tumultuous, with inflation levels reaching peaks not seen for decades. With monetary policy driving rises in interest rates to curb inflation, we’ve seen dramatic increases in US interest rates in the past 18 months.
The defined-benefit (DB) pension market faces a continually evolving landscape in which disparate specialist skills are required to maneuver the path.
Over the past decade, CDI has gained traction as pension plans have successfully de-risked and strengthened their balance sheets.
With all the vendor hype and hyperbole around cloud computing, institutional asset managers could be forgiven for feeling fatigued. However, there is strong evidence to suggest that many firms using legacy on-premises solutions face internal pressure to migrate to a hosted solution in whole or in part.
Our credit risk analysis provides a detailed evaluation of a borrower's creditworthiness—and enables buy-side professionals to make informed decisions about debt investments, including bonds, loans, and credit derivatives.
Our extensive data resources offer a comprehensive view of risk across the entire organization, allowing buy-side participants to proactively manage risks and seize profitable opportunities.
Physical, transition, and liability risks can have a significant impact on investment portfolios. Our climate solutions help buy-side participants make more informed, responsible decisions.
Our reliable insights, data, and decision tools help asset managers select structured finance solutions that meet their clients’ needs, and give them the competitive edge.
Interested in learning more about our offerings? Our solutions specialists are ready to help.
