Asset managers, asset owners, and consultants must navigate evolving market conditions and strike a balance between risk and return.
We offer a valuable source of data, tools, and insights that empower our clients to make confident decisions.
Through our award-winning, customizable risk management solutions, you can identify, evaluate, and manage risk while effectively capitalizing on investment opportunities.
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 client 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 client 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.
High-quality investment research strengthens portfolios and enables effective monitoring of assets—reducing risk and boosting returns.
Moody's provides robust data, analytics, and tools that enhance investment research and insights, giving asset owners, managers, and investment consultants the ability to make confident, well-informed choices.
Strategic asset allocation decisions allow asset owners to manage risk, optimize returns, align investments with long-term goals, fulfill fiduciary responsibilities, and adapt to evolving trends. It serves as the foundation for sound investment decision making.
With Moody’s, asset owners, their consultants, and asset managers can easily develop, stress test, and monitor strategic asset allocation decisions using simple-to-use yet comprehensive tools designed specifically for this purpose. Our solutions help clients create an optimal blend of assets classes that align with their investment objectives and provide the right balance of risk and return to meet those objectives. Not only do we help with the regular setting of strategic asset allocation, but also the monitoring of its effectiveness over time.
Asset managers need to strike a balance between maximizing returns and managing risk either in absolute terms or relative to a benchmark. It is essential to align portfolios with the specific goals and preferences of their clients.
Our platform provides asset managers with access to timely information to support proactive decision making. We help you design portfolios to meet investors objectives and deliver insightful analysis and reports to demonstrate the value of your investment process. Our user-friendly interface can be used interactively with clients to foster a deeper understanding of the portfolio and how it aligns to their long-term investment objectives.
Moody's offers end-to-end Know Your Customer (KYC), sanctions compliance, and Anti-Money Laundering (AML) solutions, giving you the confidence to understand risk across your network while helping you comply with global regulations.
In an ever-evolving risk and compliance landscape, Moody's offers flexible, configurable KYC and AML solutions tailored to your needs.
High-quality investment research strengthens portfolios and enables effective monitoring of assets—reducing risk and boosting returns.
Moody's provides robust data, analytics, and tools that enhance investment research and insights, giving asset owners, managers, and investment consultants the ability to make confident, well-informed choices.
Strategic asset allocation decisions allow asset owners to manage risk, optimize returns, align investments with long-term goals, fulfill fiduciary responsibilities, and adapt to evolving trends. It serves as the foundation for sound investment decision making.
With Moody’s, asset owners, their consultants, and asset managers can easily develop, stress test, and monitor strategic asset allocation decisions using simple-to-use yet comprehensive tools designed specifically for this purpose. Our solutions help clients create an optimal blend of assets classes that align with their investment objectives and provide the right balance of risk and return to meet those objectives. Not only do we help with the regular setting of strategic asset allocation, but also the monitoring of its effectiveness over time.
Asset managers need to strike a balance between maximizing returns and managing risk either in absolute terms or relative to a benchmark. It is essential to align portfolios with the specific goals and preferences of their clients.
Our platform provides asset managers with access to timely information to support proactive decision making. We help you design portfolios to meet investors objectives and deliver insightful analysis and reports to demonstrate the value of your investment process. Our user-friendly interface can be used interactively with clients to foster a deeper understanding of the portfolio and how it aligns to their long-term investment objectives.
Moody's offers end-to-end Know Your Customer (KYC), sanctions compliance, and Anti-Money Laundering (AML) solutions, giving you the confidence to understand risk across your network while helping you comply with global regulations.
In an ever-evolving risk and compliance landscape, Moody's offers flexible, configurable KYC and AML solutions tailored to your needs.
With changing market conditions and the growth of private market assets, many investors are faced with 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 has impacted their clients’ strategic asset allocation decisions.
Assessing credit risk for buy-side participants requires a detailed evaluation of a borrower's creditworthiness and the potential risks associated with lending capital or investing in debt securities.
This assessment encompasses various factors such as credit scores, financial statements, industry analysis, and macroeconomic trends.
Buy-side professionals may conduct a thorough credit risk analysis to make informed decisions about debt investments, including bonds, loans, and credit derivatives. By gauging credit risk, they aim to minimize the likelihood of defaults and credit-related losses, thereby safeguarding their investments and optimizing portfolio performance in a dynamic financial landscape.
In an industry where informed decisions make all the difference, our solutions empower buy-side participants to leverage data.
With our robust data, we support asset managers and investment professionals across domains, including asset selection, algorithmic trading, portfolio management, and custody and collateralization departments.
Beyond traditional financial metrics, 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.
Asset managers use structured finance solutions to navigate the evolving financial landscape with precision and agility. These solutions help diversify portfolios, mitigate risk, and enhance returns.
Moody’s insights, data, and decision tools provide extensive coverage and integrated capabilities so asset managers can help meet the needs of their clients and maintain a competitive edge.
The assessment of ESG risk is an essential component of portfolio construction. Moody’s ESG solutions enable buy-side professionals to gauge the potential risks and opportunities associated with investing in, or holding assets in, a particular company or portfolio.
By incorporating ESG risk analysis into their decision-making processes, buy-side participants can make informed choices that align with their ethical and financial goals—ultimately promoting sustainable and responsible investment practices.
Evaluating climate risk involves a varied approach that includes analyzing the potential physical, transitional, and liability risks that climate change can have on investment portfolios.
It's not just about identifying threats, it's also about finding sustainable investment opportunities. Our solutions provide an integrated view—including creditworthiness and default risks—so buy-side participants can make more informed, responsible decisions that promote both financial stability and a sustainable future.
Assessing credit risk for buy-side participants requires a detailed evaluation of a borrower's creditworthiness and the potential risks associated with lending capital or investing in debt securities.
This assessment encompasses various factors such as credit scores, financial statements, industry analysis, and macroeconomic trends.
Buy-side professionals may conduct a thorough credit risk analysis to make informed decisions about debt investments, including bonds, loans, and credit derivatives. By gauging credit risk, they aim to minimize the likelihood of defaults and credit-related losses, thereby safeguarding their investments and optimizing portfolio performance in a dynamic financial landscape.
In an industry where informed decisions make all the difference, our solutions empower buy-side participants to leverage data.
With our robust data, we support asset managers and investment professionals across domains, including asset selection, algorithmic trading, portfolio management, and custody and collateralization departments.
Beyond traditional financial metrics, 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.
Asset managers use structured finance solutions to navigate the evolving financial landscape with precision and agility. These solutions help diversify portfolios, mitigate risk, and enhance returns.
Moody’s insights, data, and decision tools provide extensive coverage and integrated capabilities so asset managers can help meet the needs of their clients and maintain a competitive edge.
The assessment of ESG risk is an essential component of portfolio construction. Moody’s ESG solutions enable buy-side professionals to gauge the potential risks and opportunities associated with investing in, or holding assets in, a particular company or portfolio.
By incorporating ESG risk analysis into their decision-making processes, buy-side participants can make informed choices that align with their ethical and financial goals—ultimately promoting sustainable and responsible investment practices.
Evaluating climate risk involves a varied approach that includes analyzing the potential physical, transitional, and liability risks that climate change can have on investment portfolios.
It's not just about identifying threats, it's also about finding sustainable investment opportunities. Our solutions provide an integrated view—including creditworthiness and default risks—so buy-side participants can make more informed, responsible decisions that promote both financial stability and a sustainable future.
It has been challenging times, to say the least. What has helped asset managers and investment professionals stay on top of market movements and global shifts is the implementation of a robust risk management process, from the front office to the back, to provide a 360° view of investment and portfolio risk.
Source: Moody’s
Global markets in 2022 were tumultuous with inflation levels reaching peaks not seen for decades. With monetary policy driving rises in interest rates to curb inflation, the past 18 months have seen dramatic increases in interest rates in the United States.
Source: Moody’s
The DB pension market faces a continually evolving landscape where disparate specialist skills are required to maneuver the path.
Source: Moody’s
While there are common themes impacting 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.
Source: Moody’s
Over the past decade, cashflow-driven investing (CDI) has gained traction as pension plans have successfully de-risked and strengthened their balance sheets.
Source: Moody’s
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.
Source: Moody’s
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.
Source: Moody’s
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.
Source: Moody’s
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