Investment research

Assessing investment risk to help optimize your outcomes isn’t a one-time project, but rather a process requiring ongoing focus.  Moody's is a trusted source of thorough data, robust analytics, and innovative tools that enhance investment research and insights. With deeper intelligence and greater capabilities, Moody’s solutions help investors build stronger portfolios and monitor holdings more effectively to minimize risk and maximize returns.

How can we help?

Whether you’re assessing investment and portfolio risk, implementing quantitative trading strategies, or managing regulatory needs, Moody's third-party data and sophisticated analytical tools can help give you an edge.

Build better portfolios

Implement trading strategies and monitor your investment portfolios for early signs of opportunity or deterioration. Our scores, news alerts, and credit ratings from Moody’s Ratings provide timely insights that help you make confident investment decisions.

Quickly generate investment ideas

Leverage technologies and tools that help enhance cross-organizational collaboration, streamline analytical processes, and identify risks efficiently. Swiftly generate, consolidate, and optimize investment ideas that drive your business forward.

Stay ahead with a 360-degree view

Assess investment risks and opportunities more readily using our vast research library. Our resources cover the creditworthiness of consumers, public and private firms, commercial real estate, financial institutions, sovereigns, as well as municipal, project, and structured finance instruments.

Introducing Moody's Research Assistant

Combining the latest in GenAI technology with Moody’s proprietary data, including credit ratings and research from Moody’s Ratings, Moody’s Research Assistant empowers our customers to unlock deeper insights into risk in an instant.

Solutions

Credit analysis

Credit ratings and research from Moody’s Ratings and forward-looking insights help investors conduct credit analysis and get a comprehensive view of global debt markets. Investors use our timely insights into the creditworthiness and risk profiles of diverse investments to make informed decisions.

Key capabilities:

Credit ratings and research from Moody’s Ratings For over a century, market participants have used Moody's research to gain insights into market trends and assess and monitor the creditworthiness of investments. Credit models Moody’s credit risk models, backed by our expert advisors and knowledgeable client support team, help enable organizations to:

• Cover the full spectrum of credit risk, including retail, commercial and industrial, commercial real estate, and structured finance
• Conduct model customization, validation, and benchmarking
• Perform training, implementation, applicability testing, and validation support Company reference data Moody's robust data helps investors stay ahead in an evolving market and outpace their competitors. Investors use our data to conduct comprehensive portfolio risk assessments and implement advanced quantitative trading strategies. Our data solutions seamlessly integrate data feeds into trading and proprietary applications, helping investors with regulatory requirements. We enhance the quality of information critical to sound investment decisions through key data features, including: News and data Receive real-time information on corporate actions, earnings announcements, and unanticipated news that can be filtered for trading and market-moving events; then processed, standardized, indexed, and delivered with near-zero latency. Financial and credit data Access globally standardized financial statements that cover debts, bankruptcy, default, and recovery data. Analytical tools and connectors Leverage analytical tools and connectors that help support investment analysis and connect to trading and proprietary applications. Economic data Moody’s global economic data, forecasts, analyses, and advisory services help firms understand and profit from market developments and trends. Our economic data, forecasts, scenarios, and analytical tools help enable organizations to minimize risk and maximize revenue. We help empower organizations to stay ahead in an evolving market with key economic features, including: Access an extensive database with hundreds of millions of economic, demographic, and financial time series that provide a foundation for analysis, forecasting, and model development. Economic forecasts and scenarios Perform "what-if?" analysis for risk management, compliance, and strategic planning using economic forecasts and scenarios developed with a robust model methodology. Economic research Leverage forward-looking economic research that provides a timely analysis of the global economy and thought leadership on key trends and events at national and subnational levels. Compliance and third-party risk Moody's company and corporate structure data combined with our sanctions and adverse media help businesses create a full picture of third-party risk.   Our high-quality data covers millions of individuals and entities, helping enable companies to gain new levels of certainty on the risks of working with third-party entities and clarity on their ownership structures. We help businesses identify risks within their networks through risk management tools, including: Intelligent screening Access customizable, advanced AI and machine learning, including name-matching advanced search filters and tailored support from expert analysts. Entity and ownership Leverage 1.2 billion ownership links, 1.05 billion historical links, and 184 million active links to support corporate transparency and in-depth risk understanding.