Asset management and investing

Gaining insight that provides a competitive advantage is critical for asset management and investment professionals, particularly in today’s fast-paced, interconnected global environment. Being able to quickly identify investment opportunities and risks can make the difference between success and failure. Whether you’re assessing investment and portfolio risk, implementing quantitative trading strategies, or managing regulatory needs, access to quality third-party data and sophisticated analytical tools can help give you an edge.

Creating a structure that supports a consistent view of investment opportunities and risks—from the front office to the back—fosters collaboration and drives more efficient, timely analysis and decision making. Applying Moody’s data to your systems and processes can give you a more complete picture of the risks and rewards behind your investment decisions, so you can stay ahead of market movements and competitors.

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What we do

Moody's can help asset managers and investment professionals stay on top of market fluctuations and global shifts by implementing a robust risk management process to provide a holistic view of investment and portfolio risk.

Make more confident investment decisions

Implement trading strategies and monitor your portfolios for early signs of opportunity or deterioration. Our ratings, scores, and news alerts can provide the insights you need to help you make these investment decisions quickly and confidently.

Integrate data feeds into trading and proprietary applications

Improve collaboration across your firm and generate investment ideas faster by deploying the latest technologies and tools to access data, improve analytical efficiency, and identify risks.

Enhance your view of portfolio risk

Use covenant data, ownership links, sanctions information, ESG scores, and more to enhance your view of risk.

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Speak to our team today

Get in touch

How we help

01 Financial and credit data

Financial and credit data

Globally standardized financial statements, including debts, bankruptcy, default and recovery data.

02 Ratings and scores

Ratings and scores

Quantitative and qualitative ratings from Moody’s Ratings on investments and entities, in addition to Moody’s sentiment scores.

03 Near real-time news, sentiment and alerts

Near real-time news, sentiment and alerts

Near-zero latency news and information curated from reliable sources around the globe, standardized and enriched for ease of use, and ideal for time sensitive decision making, strategic planning, and historical research and analysis.

04 Corporate structures and ownership links

Corporate structures and ownership links

Better understand complex corporate structures and ownership links, including information on Politically Exposed Persons (PEPs).

05 Point in time data on events

Point in time data on events

M&A, investment, and intellectual property events

Extensive information on a point-in-time dataset going back more than 15 years covering organic/inorganic growth of companies, investments and foreign investments, corporate actions, intellectual property assets and valuations, and more.

06 Easy access

Easy access

Access data through our web-based platforms, or from within multiple existing platforms, via our proprietary connectors and partner APIs.

01 Financial and credit data
02 Ratings and scores
03 Near real-time news, sentiment and alerts
04 Corporate structures and ownership links
05 Point in time data on events
06 Easy access

Financial and credit data

Globally standardized financial statements, including debts, bankruptcy, default and recovery data.

Ratings and scores

Quantitative and qualitative ratings from Moody’s Ratings on investments and entities, in addition to Moody’s sentiment scores.

Near real-time news, sentiment and alerts

Corporate structures and ownership links

Better understand complex corporate structures and ownership links, including information on Politically Exposed Persons (PEPs).

Point in time data on events

M&A, investment, and intellectual property events

Easy access

Access data through our web-based platforms, or from within multiple existing platforms, via our proprietary connectors and partner APIs.

News and views

article

Increase confidence in your investment decisions with third-party data

Access to timely, granular data that is reflective of on-the-ground insights is critical for making confident decisions and adhering to regulations. This is particularly imperative today, as asset managers and investment professionals face a slew of changing global, market, and regulatory risks.