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

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.

Research is the cornerstone of an effective quantitative equity strategy. Gain valuable investment insight through our comprehensive library of global stock selection and strategy signals as well as 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, 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.

Whether you’re currently developing your firm’s ESG 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 ESG. Get the analysis you need to build strategies in the transition to a sustainable future with Climate Credit Analytics, ESG Scores, and more.

Fine tune your view of portfolio ESG performance

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

Many factors go into risk and compliance monitoring. 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.

All relationships need cultivating. Especially when they carry risk that could topple your critical operations. Our innovative solutions help you build and retain assets under management, communicate 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.

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 our 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