Investment Management

As data continues to fuel knowledge and insight, it’s becoming increasingly difficult for asset managers to outperform benchmarks and generate alpha. Our team of portfolio management experts helps you harness the true value of equity and fixed-income investments through leading data and technology solutions that optimize efficiencies across your operational workflows.

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Fundamental Investing
Portfolio Management
Fixed Income
Quantitative
Sustainable Investing
Risk & Regulatory Compliance
Investor Relations & Relationship Sourcing
Data Management

Choose the right investment management research platform for your business.

Investment opportunities abound. The key is choosing the ones that are right for your business — and monitoring them as they grow.

Our innovative tools help you move faster and achieve more thorough investment insights that accelerate progress.

Use our dashboard to track portfolios, watchlists, or index constituents in real-time with streaming prices, news, research, and key developments.
Identify relevant investments and peers with our powerful screening engine.
Quickly search across the platform to gain insight from a variety of content sets.
Easily summarize results with enhanced corporate profiles and financial data.
Seamlessly create and update models. Stay on top of it all with real-time alerts and our mobile app.

Your process is what sets you apart. Take it even further.

Go beyond the numbers by combining alternative data with precise fundamentals. We help you streamline your analysis to generate individualized investment ideas, discover new sources of alpha, and optimize your portfolio.

Create and test strategies to compare factor performance with detailed analytics. Communicate your portfolio performance with client-ready, custom reports. Produce automatic deliverables at predetermined times or ad hoc – all furnished with your company logo and personalized footnotes. Flexible reporting shows off what you do best.

Improve your edge

Enhance your decision support, drive operational efficiency, and mitigate risk with our cross-asset investment management platform, supporting a range of workflows including portfolio management and analytics, trading and order management, cash management and FX, pre-, intra-, and post-trade compliance, IBOR, and more.

Gain valuable investment insights across 500+ investment management alpha signals to support security choices and strategy development. Our comprehensive library of global stock selection, global securities lending data, and strategy signals, elevates your decisions and drives operational efficiencies.

Get advance perspective on company performance and projected dividends. We use equity research, market announcements, and unique quantitative insight to estimate the amount and timing of dividend payments for global securities.

Simplify your investing process with Alpha Factor Library

Access our global library of Research Signals

Discover Dividend Forecasting

Optimize performance and anticipate risks that could disrupt it.

A successful debt fund workflow keenly identifies, analyzes, and monitors investments and anticipates the unknown.

Stay on top of global credit risk trends with S&P Global Ratings credit ratings and research
Research bonds and provide investment recommendations by building and maintaining valuation models and peer analytics fueled by global fundamental data and credit-adjusted financials.
Track real-time news, earnings, research, estimates, and filings.
Monitor industry dynamics and compare ESG metrics.
Enhance your decision support, drive operational efficiency, and mitigate risk by leveraging our investment management platform for fixed income and multi-asset strategies.
Measure and manage your counter-party credit risk, market risk, regulatory risk capital, and derivative valuation adjustments using the latest analytics and technology via our Credit, Risk and Regulatory solutions.

Unlock progress with the volume and velocity of data.

Research is the cornerstone of an effective quantitative equity strategy. Gain valuable investment insights through our comprehensive library of global stock selection and strategy signals and 500+ alpha signals that support security selection and strategy development. High-performance, low-cost investment strategies partner the right tools with reliable financial and differentiated intelligence. With access to sector-specific insights and a variety of premium alternative data, you can be sure you’re targeting the right companies and investment opportunities to fuel your success.

Zero-in on the coverage universe that matters most with in-depth company point-in-time financials, fundamentals, S&P Global Ratings data, and more.
Easily link your data to our powerful data mining and analysis tools.
Flexible distribution channels seamlessly deliver data to your database, dashboards/visualization tools, models, and more.

Harness the power of differentiated data with seamless delivery

Get daily insight into global institutional- and fund-owned security positions, the flow of funds, and global activity across developed and emerging markets. Ownership is sourced from 13Fs, global mutual funds, daily ETF holdings, annual reports, and major stakeholder exchange announcements for equity securities. We combine quantitative research capability with key elements of our proprietary data, specifically looking for factors that are drivers of stock price performance.

Dive into our comprehensive library of investment signals & factors

Data and analytics you can act on today to create a sustainable tomorrow.

Whether you’re currently developing your firm’s strategy, monitoring ongoing risk, or taking your first step into the sustainability sphere, you need robust data and analytics to inform your next move and standardize your definition of sustainability. Get the analysis you need to build strategies in the transition to a sustainable future with Climate Credit Analytics, S&P Global ESG Scores, and more.

Fine-tune your view of portfolio sustainability performance

Gain valuable sustainability investment insight through our comprehensive library of global stock selection and strategy signals and 500+ alpha signals that support security selection and strategy development.

Discover factors & RESEARCH SIGNALS

Your biggest risks are the ones you can’t manage.

Many factors go into risk and compliance monitoring, but the ones that slip through the cracks carry the greatest risk of all. Leverage comprehensive datasets and innovative solutions to assess creditworthiness and credit limits, manage portfolio exposure concentrations, and track the latest credit events, trends, and regulations.

Explore risk & regulatory compliance solutions

Perform quantitative and qualitative analysis to determine portfolio weighting.
Evaluate perceived and actual regional risks impacting the fundamentals of the companies in a portfolio.
Identify early indicators of changing economic conditions and perform demand-side analysis for emerging markets.
Monitor economic drivers that will impact regional business environments and overall market health.

Monitor emerging risks WITH OUR COUNTRY RISK DATASET

You need to limit risk and exposure. Innovation can make your strategy limitless.

All relationships need cultivating, especially when they carry risks that could topple your critical operations. Our innovative solutions help you build and retain assets under management, communicate the performance of portfolios and investments, and market your investment management prowess to institutional investors and family offices, all on one platform.

Learn more about relationship sourcing

View and compare similar fund performance to understand performance trends of specific investment strategies. Dive deeper into LP investors and their current and future allocations/preferences to identify potential investors.

Unlock fund-level insights WITH PRIVATE MARKETS DATA

Confident decisions start with trustworthy equity research.

Opportunities have been created by an explosion in both technological velocity and data volume. Are you seizing them?

Clean up disparate data, streamline entity linking, and eliminate manual processes with AI-driven data management solutions. Our hundreds of datasets undergo rigorous data quality checks and are available through Data Feed, Cloud, or API solutions.

Get the most out of your data

Built on deep industry knowledge and domain expertise, our integrated data management, warehousing, and reporting platforms empower investment managers to make decisions with conviction and achieve their business goals based on trusted, validated data. This helps you:

Streamline operations and optimize workflows
Break down technological and functional silos
Enable cross-company collaboration
Increase data transparency and control

Streamline your investment process

Fundamental Investing
- Fundamental Investing
  
  Choose the right investment management research platform for your business.
  Investment opportunities abound. The key is choosing the ones that are right for your business — and monitoring them as they grow.
  
  Our innovative tools help you move faster and achieve more thorough investment insights that accelerate progress.
  
  Use our dashboard to track portfolios, watchlists, or index constituents in real-time with streaming prices, news, research, and key developments.
  
  Identify relevant investments and peers with our powerful screening engine.
  
  Quickly search across the platform to gain insight from a variety of content sets.
  
  Easily summarize results with enhanced corporate profiles and financial data.
  
  Seamlessly create and update models. Stay on top of it all with real-time alerts and our mobile app.
Portfolio Management
- Portfolio Management
  
  Your process is what sets you apart. Take it even further.
  
  Go beyond the numbers by combining alternative data with precise fundamentals. We help you streamline your analysis to generate individualized investment ideas, discover new sources of alpha, and optimize your portfolio.
  
  Create and test strategies to compare factor performance with detailed analytics. Communicate your portfolio performance with client-ready, custom reports. Produce automatic deliverables at predetermined times or ad hoc – all furnished with your company logo and personalized footnotes. Flexible reporting shows off what you do best.
  
  Improve your edge
  
  Enhance your decision support, drive operational efficiency, and mitigate risk with our cross-asset investment management platform, supporting a range of workflows including portfolio management and analytics, trading and order management, cash management and FX, pre-, intra-, and post-trade compliance, IBOR, and more.
  
  Gain valuable investment insights across 500+ investment management alpha signals to support security choices and strategy development. Our comprehensive library of global stock selection, global securities lending data, and strategy signals, elevates your decisions and drives operational efficiencies.
  
  Get advance perspective on company performance and projected dividends. We use equity research, market announcements, and unique quantitative insight to estimate the amount and timing of dividend payments for global securities.
  
  Simplify your investing process with Alpha Factor Library
  
  Access our global library of Research Signals
  Discover Dividend Forecasting
Fixed Income
- Fixed Income
  
  Optimize performance and anticipate risks that could disrupt it.
  A successful debt fund workflow keenly identifies, analyzes, and monitors investments and anticipates the unknown.
  
  Stay on top of global credit risk trends with S&P Global Ratings credit ratings and research
  
  Research bonds and provide investment recommendations by building and maintaining valuation models and peer analytics fueled by global fundamental data and credit-adjusted financials.
  
  Track real-time news, earnings, research, estimates, and filings.
  
  Monitor industry dynamics and compare ESG metrics.
  
  Enhance your decision support, drive operational efficiency, and mitigate risk by leveraging our investment management platform for fixed income and multi-asset strategies.
  
  Measure and manage your counter-party credit risk, market risk, regulatory risk capital, and derivative valuation adjustments using the latest analytics and technology via our Credit, Risk and Regulatory solutions.
Quantitative
- Quantitative
  
  Unlock progress with the volume and velocity of data.
  Research is the cornerstone of an effective quantitative equity strategy. Gain valuable investment insights through our comprehensive library of global stock selection and strategy signals and 500+ alpha signals that support security selection and strategy development. High-performance, low-cost investment strategies partner the right tools with reliable financial and differentiated intelligence. With access to sector-specific insights and a variety of premium alternative data, you can be sure you’re targeting the right companies and investment opportunities to fuel your success.
  
  Zero-in on the coverage universe that matters most with in-depth company point-in-time financials, fundamentals, S&P Global Ratings data, and more.
  
  Easily link your data to our powerful data mining and analysis tools.
  
  Flexible distribution channels seamlessly deliver data to your database, dashboards/visualization tools, models, and more.
  
  Harness the power of differentiated data with seamless delivery
  
  Get daily insight into global institutional- and fund-owned security positions, the flow of funds, and global activity across developed and emerging markets. Ownership is sourced from 13Fs, global mutual funds, daily ETF holdings, annual reports, and major stakeholder exchange announcements for equity securities. We combine quantitative research capability with key elements of our proprietary data, specifically looking for factors that are drivers of stock price performance.
  Dive into our comprehensive library of investment signals & factors
Sustainable Investing
- Sustainable Investing
  
  Data and analytics you can act on today to create a sustainable tomorrow.
  
  Whether you’re currently developing your firm’s strategy, monitoring ongoing risk, or taking your first step into the sustainability sphere, you need robust data and analytics to inform your next move and standardize your definition of sustainability. Get the analysis you need to build strategies in the transition to a sustainable future with Climate Credit Analytics, S&P Global ESG Scores, and more.
  
  Fine-tune your view of portfolio sustainability performance
  
  Gain valuable sustainability investment insight through our comprehensive library of global stock selection and strategy signals and 500+ alpha signals that support security selection and strategy development.
  Discover factors & RESEARCH SIGNALS
Risk & Regulatory Compliance
- Risk & Regulatory Compliance
  
  Your biggest risks are the ones you can’t manage.
  Many factors go into risk and compliance monitoring, but the ones that slip through the cracks carry the greatest risk of all. Leverage comprehensive datasets and innovative solutions to assess creditworthiness and credit limits, manage portfolio exposure concentrations, and track the latest credit events, trends, and regulations.
  
  Explore risk & regulatory compliance solutions
  
  Perform quantitative and qualitative analysis to determine portfolio weighting.
  
  Evaluate perceived and actual regional risks impacting the fundamentals of the companies in a portfolio.
  
  Identify early indicators of changing economic conditions and perform demand-side analysis for emerging markets.
  
  Monitor economic drivers that will impact regional business environments and overall market health.
  
  Monitor emerging risks WITH OUR COUNTRY RISK DATASET
Investor Relations & Relationship Sourcing
- Investor Relations & Relationship Sourcing
  
  You need to limit risk and exposure. Innovation can make your strategy limitless.
  
  All relationships need cultivating, especially when they carry risks that could topple your critical operations. Our innovative solutions help you build and retain assets under management, communicate the performance of portfolios and investments, and market your investment management prowess to institutional investors and family offices, all on one platform.
  
  Learn more about relationship sourcing
  
  View and compare similar fund performance to understand performance trends of specific investment strategies. Dive deeper into LP investors and their current and future allocations/preferences to identify potential investors.
  Unlock fund-level insights WITH PRIVATE MARKETS DATA
Data Management
- Data Management
  
  Confident decisions start with trustworthy equity research.
  Opportunities have been created by an explosion in both technological velocity and data volume. Are you seizing them?
  
  Clean up disparate data, streamline entity linking, and eliminate manual processes with AI-driven data management solutions. Our hundreds of datasets undergo rigorous data quality checks and are available through Data Feed, Cloud, or API solutions.
  
  Get the most out of your data
  
  Built on deep industry knowledge and domain expertise, our integrated data management, warehousing, and reporting platforms empower investment managers to make decisions with conviction and achieve their business goals based on trusted, validated data. This helps you:
  
  Streamline operations and optimize workflows
  
  Break down technological and functional silos
  
  Enable cross-company collaboration
  
  Increase data transparency and control
  
  Streamline your investment process

Essential investment management solutions

From alpha generation to risk mitigation, our trusted solutions are available to aid at every stage of your journey, so you can enhance your investment workflow and gain a competitive edge.

Request more information

Data that differentiates your analysis

Financials

Power your research, analysis, and backtesting with financials on 150K+ public companies and 12M+ private companies using Compustat, S&P Capital IQ, and Private Company Financials.
Deep Industry & Company Data

Access detailed industry and company level data including Ownership, Transactions, Company Relationships, Professionals and more.
Machine Readable Textual Data

Bypass the entire process of sourcing, cleansing and maintaining primary sources of textual data such as transcripts and filings, while enabling metadata tagging and linking to other datasets.
Sustainability Data

Integrate our suite of sustainability datasets to conduct peer and portfolio analysis and optimization, assess risks and impacts, and meet the demand for transparency in investment portfolios.
S&P Capital IQ Estimates

Evaluate earnings estimates to select stocks, manage investment performance, track the direction and magnitude of upgrades and downgrades, and more.
Money Market Directories

Access extensive data on investments and key business decision makers that can help you build successful and lasting relationships with Institutional Investors and their consultants.
Alpha Signals

Leverage hundreds of factors with Alpha Factor Library and Research Signals to support analysis, model development, portfolio construction, alpha generation, and more.
Dividend Forecasting

Utilize independent dividend amount and date estimates for 28,000+ global stocks, ETFs and ADRs up to five years in the future.