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.

investment research

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.

01
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.

02
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.

03
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.

Get in touch

Speak to our team today

Get in touch


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

01 Credit analysis

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


02 Company reference data

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.


03 Economic data

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:


Economic data

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.


04 Compliance and third-party risk

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.


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:


Economic data

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.




News and views

article
Syndicated and private lenders will spar as LBOs revive, upping systemic risks

We believe large banks in the publicly syndicated loan market – which have lost significant leveraged loan share to private credit rivals in recent years – will be competing aggressively as new LBOs emerge. This will likely cause pricing, terms and credit quality to erode, fueling systemic risks.

Source: Moody’s Ratings

  • Credit risk
article
Unraveling the hidden risks behind Jenny Craig's default

While Jenny Craig has struggled for several years, there was little indication in the financial media that bankruptcy was imminent. However, the EDF-X early warning system flagged Jenny Craig as a watchlist candidate with high credit risk more than four years ago.

Source: Moody’s

  • Credit risk
  • Corporations
article
Private credit faces shifting landscape

Look to Moody’s for comprehensive, in-depth opinion on credit risk across a full range of private credit investment vehicles, including business development companies, asset managers and middle market collateralized loan obligation tranches.

Source: Moody’s

  • Credit risk
  • Private credit
article
Top of mind: FAQ on how macroeconomic trends will affect key global sectors

Our latest perspectives across six key corporate sectors.

Source: Moody’s Ratings 

  • Credit risk
  • Corporations
article
Is the party over for highly leveraged seasonal retailers?

Party City Holdco Inc., the parent company of the popular party goods retailer Party City, filed for Chapter 11 bankruptcy in January 2023. The company joined a slew of retailers that have been struggling in the past year. Moody’s EDF-X early warning system captured Party City’s increasing credit risk as early as summer 2019.

Source: Moody’s

  • Credit risk
  • Corporations
article
ESG credit and sustainable finance

Moody’s insights on the credit impact of ESG factors and the latest analysis of sustainable debt instruments.

Source: Moody’s Ratings

  • Credit risk
  • ESG risk

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Speak to our team

Interested in learning more about our offerings? Our solutions specialists are ready to help.