Asset managers face growing complexity across public and private markets, from fragmented data and evolving regulations to increasing demands for portfolio transparency, investment performance, and risk management. Moody’s helps asset managers and investment teams connect trusted data, credit research, analytics and workflow solutions to identify investment opportunities, manage portfolio risk and make faster, more informed investment decisions across public and private markets.
Across the investment lifecycle, from asset origination to portfolio construction and credit analysis to regulatory oversight and financial crime compliance, Moody’s supports asset managers, asset owners with the insights and capabilities needed to enhance investment outcomes, strengthen risk management and governance and adapt to evolving market conditions.
Access Moody's capabilities through APIs, data feeds, platform integrations or dedicated applications. Our flexible delivery models allow firms to integrate data, analytics and research into existing investment workflows, accelerating decision-making, improving operational efficiency, and supporting better investment outcomes.
Access comprehensive credit data, entity data, ownership intelligence, and market data to support private credit, portfolio management, quantitative investing, due diligence, and regulatory compliance across global markets.
Combine market intelligence, credit research, ratings, and investment analytics to understand portfolio exposures, evaluate credit risk, and identify emerging investment opportunities, and support better investment decisions.
Support every stage of the investment lifecycle with workflow solutions designed to reduce manual processes, improve collaboration, and help teams move from investment research and analysis to action faster. Whether you're focused on private credit, portfolio management, or investor onboarding and lifecycle management, Moody’s connects data, research, analytics, and AI-enabled data and analytics to help streamline processes, improve collaboration and enable faster, more informed decisions.
Build better investment decisions using trusted data covering credit, entities, ownership structures, and markets that support due diligence, portfolio analysis, quantitative strategies, and regulatory requirements.
Moody’s data, analytics and workflow solutions support asset managers across credit analysis, portfolio monitoring, and return and alpha generation in both public and private markets. Our capabilities help firms assess concentration risk, analyze asset correlations, model scenarios and monitor credit risk to support more informed investment decisions.
Private credit markets continue to be challenged by fragmented data, limited transparency, and increasingly complex investment structures.
Moody’s combines extensive private credit data coverage with advanced analytics to support the entire private credit lifecycle from deal origination and credit assessment to portfolio monitoring and investor reporting. Capabilities include cash flow modeling, probability of default (PD) and loss given default (LGD) analysis, early warning signals, and borrowing base automation across fund finance, NAV lending, asset-based finance, and multi-currency facilities. This helps investment teams improve underwriting confidence, monitor credit risk and portfolio risk earlier, and respond faster to changing borrower conditions.
Structured finance markets require greater transparency and deeper risk insights as transaction structures become increasingly complex.
Moody’s combines extensive deal libraries, analytics, cash flow modeling, and structured finance research to support fixed income investment analysis and portfolio monitoring across ABS, CLO, CMBS, and related markets. Our solutions provide performance data, comparative analytics, pricing, and asset-level information to strengthen investment decisions across structured credit portfolios. These insights help investors assess relative value, identify risks across complex structures, and improve portfolio management and investment decision-making.
Investment professionals need timely intelligence to understand evolving credit conditions, identify emerging risks and respond to changing market dynamics.
Moody’s combines more than a century of credit expertise with market intelligence, research, and risk analytics to help analysts and portfolio managers evaluate opportunities, identify portfolio exposures, making the analyst’s job faster and more efficient, generating richer insights.
Managing third-party risk and meeting financial crime compliance requirements are critical to protecting firms, investors and counterparties.
Moody’s combines entity data, ownership intelligence, and screening capabilities to support investor onboarding, Know Your Customer (KYC), anti-money laundering (AML), sanctions screening, and ongoing monitoring. Our solutions help firms strengthen due diligence, improve operational efficiency while supporting regulatory compliance throughout the client lifecycle. This enables firms to reduce onboarding friction while maintaining confidence in regulatory compliance processes.
Commercial real estate (CRE) investors and lenders face evolving market conditions, complex risks, and increasing demand for high-quality property intelligence.
Moody’s delivers comprehensive commercial real estate property data, market insights, and analytical models that improve transparency across CRE markets. By combining trusted data with advanced analytics, we help investment professionals evaluate investment opportunities, monitor commercial real estate portfolios, and make investment decisions with greater speed and confidence.
Discover how Moody’s can help you bridge the gap between intelligence and impact — from supporting more-informed deal decisions to managing the balance sheet with greater confidence.
