Moody’s Analytics Knowledge Services dominates the front office transformation space across multiple asset manager categories. Seven of our asset management clients belong to the top-10 in their category (by AuM), and a further 30+ mid-small sized funds use our services extensively.

Asset managers use us to differentiate and outperform benchmarks by generating and screening more investment ideas in a high-quality, customized, cost-effective, and flexible manner. We enable this by taking on a range of tasks such as modeling, and data gathering, as well as company and sector research.

We also help asset managers improve sales and marketing effectiveness by supporting time consuming and repetitive tasks such as creating fund fact sheets, updating consultant databases, completing RFPs, and gathering competitive intelligence. This frees up our clients’ sales and marketing teams to focus on meeting customers, building consultant relationships, and driving AUM.

Compliance departments, under increasing regulatory pressures, leverage our services to do more for less. While our teams take care of the day-to-day monitoring, the onshore team focuses on more strategic activities.

We also have extensive experience serving the needs of alternative funds, including with Private Equity and Fund-of-Funds/Fund Consultants.

Our services for Asset Managers include:

Investment banking offshoring
Equity Research
Equity Research teams use our services to accelerate the pace of idea generation, expansion into new geographies, entry into new sectors, and ongoing maintenance research.
Investment banking outsourcing
Fixed Income and Credit Research
Our industry-leading fixed-income and credit practice works with the world’s leading sell-side and buy-side firms.
Investment banking offshoring
Quantitative Services
Our Quantitative Services team combines in-depth capital markets expertise with applied mathematics, statistics, software, and database knowledge to present integrated solutions across asset classes and functions for asset managers, investment banks, brokerages, and enterprises.
Investment banking offshoring
Fund Marketing Support
Institutional asset managers, hedge funds, and fund consultants leverage our services to improve the efficiency of their
in-house sales and marketing teams.

Investment banking offshoring
Compliance Support
Our capital markets regulatory compliance support services enable our clients to meet strict regulatory compliance requirements more stringently and at a lower cost.
Investment banking offshoring
Fund of Funds
We are the leading provider of business development, investment due diligence, portfolio monitoring and reporting services to fund of funds clients worldwide.
Investment banking offshoring
Direct Lending
Direct or private lending teams partner with Moody’s Analytics Knowledge Services
to leverage its deep credit expertise and manage their loan portfolio in a cost-effective manner.