Who uses the Portfolio Income Forecasting tool?

PIF is designed for institutional users who forecast, report, or reconcile portfolio income: portfolio managers, fund administrators, risk managers, tax professionals, fund accountants, and wealth managers. It is particularly valuable for teams managing multi-asset funds, structured income products, and firms with fund-level distribution and tax reporting obligations.

What data powers the PIF tool's forecasts?

PIF is powered by S&P Global Market Intelligence's proprietary dividend forecasting data. It is an industry-recognized source for forward dividend estimates, combined with fixed income pricing, coupon schedules, corporate actions, and ETF distribution data. Forecasts are continuously refreshed as new market data, dividend announcements, and corporate events are captured.

Is there a free trial of Portfolio Income Forecasting?

Yes. A free trial of the Portfolio Income Forecasting tool is available upon request. Complete the trial form on this page to receive access credentials and a guided walkthrough from an S&P Global Market Intelligence specialist.

Our distribution planning process requires forward-looking income estimates. Can PIF help?

PIF provides income projections years into the future, helping fund administrators, tax teams, and portfolio managers better anticipate distribution requirements and support planning decisions.

Income projections for portfolios are constantly changing throughout the year. How can I stay ahead of these changes?

Portfolio Income Forecasting (PIF) allows you to monitor accrued and forecasted income as market events unfold, providing visibility into forecast change driven by dividend announcements, interest payments, corporate actions, and portfolio activity.

We currently rely on spreadsheets to estimate portfolio income. Is there a more efficient approach?

PIF centralizes all the data you need in once place, helping teams reduce manual calculations, improve consistency, and gain a clearer view of expected income across portfolios.

How can I better understand what is driving changes in projected income?

PIF provides transparency into income forecasts and the underlying drivers of change, helping you identify the impact of dividend increases or cuts, portfolio turnover, floating rate coupon movements, and other security-level events.

We need greater visibility into future portfolio income when making investment decisions. How can PIF support portfolio managers?

PIF provides forward-looking income insights on the portfolio and security level that help managers evaluate the income impact of investment decisions, identify potential shortfalls or opportunities, and better align portfolios with income objectives.

Portfolio Income Forecasting

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Finding it challenging to keep track of realized and forecasted portfolio income?

Portfolio Income Forecasting (PIF) is a comprehensive income projection solution from S&P Global Market Intelligence that helps fund administrators, tax professionals, risk managers and portfolio managers track, forecast and analyze portfolio income across equities, fixed income, ETFs and interest-bearing cash. By combining trusted dividend forecasting, bond pricing data, automated reporting and granular analytics in a single platform, PIF helps firms streamline income planning, validation and governance workflows.

Portfolio Income Forecasting Factsheet

From Portfolio Income Forecasting to Income Governance

Forecasting income is only the beginning. PIF provides a structured workflow that supports the full income lifecycle, helping firms forecast, validate, support and enable income-driven decisions across the investment ecosystem. By bringing together trusted dividend forecasting data, fixed income data, automated reporting and portfolio analytics, PIF helps organizations move from income forecasting to income governance.

Forecast

Create forward-looking portfolio income forecasts across asset classes.

Equities
Fixed Income
ETF Distributions

Validate

Identify income discrepancies before they impact reporting.

Expected Income
Announced Income
Received Income

Support

Automate income reporting, reconciliation, and operational workflows.

Accountancy Workflows
Client Reporting
Distribution Planning
Compliance Controls

Enable

Drive income-informed decisions across the investment ecosystem.

Fund Administration
Asset Management Operations
Mutual Funds
Wealth Managers

Key Benefits

Designed for

Portfolio Managers

Model income scenarios across multi-asset portfolios and reconcile realized versus projected yield before rebalancing decisions. PIF surfaces variance early, so income assumptions can be adjusted before quarter-end reporting.

Fund Administrators

Automate fund-level income reports and distribution schedules across every fund under administration. PIF eliminates manual income spreadsheets and cuts month-end reporting cycles for multi-fund operations.

Risk Managers

Stress-test income projections against corporate action, credit, and dividend policy scenarios. PIF provides the granular constituent-level data needed to quantify income-at-risk across portfolios.

Fund Accountants

Reconcile accrued and paid income against custodian records with a single trusted forecast source. PIF reduces reconciliation exceptions and audit prep time for fund accounting teams.

Wealth Managers

Deliver credible, data-backed income projections to high-net-worth clients across diversified multi-asset portfolios. PIF supports client-ready reporting for retirement, endowment, and income-focused mandates.

Tax Professionals

Produce accurate, jurisdiction-specific income projections for tax planning, withholding, and distribution reporting. PIF supports year-end tax preparation with reconciliation-ready income data.

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Experts

Frequently Asked Questions (FAQs)

Request Follow Up

Request a follow up to learn how our Portfolio Income Forecasting solution can help you track accrued and forecasted income, anticipate distribution changes, improve cash flow planning, and gain granular portfolio-level and security-level income insights for more confident decision-making.

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Portfolio Income Forecasting for Multi-Asset Portfolios

Finding it challenging to keep track of realized and forecasted portfolio income?

From Portfolio Income Forecasting to Income Governance

Forecast

Validate

Support

Enable

Key Benefits

Designed for

Portfolio Managers

Fund Administrators

Risk Managers

Fund Accountants

Wealth Managers

Tax Professionals

You may also be interested in

Experts

Carlos Garcia-Lastra Marques

Kevin Soyer, CFA

Frequently Asked Questions (FAQs)

Request Follow Up