investment-management Market Intelligence /marketintelligence/en/client-segments/investment-management content esgSubNav

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 experts help you harness the true value of equity and fixed-income investments through leading data and technology solutions that optimize efficiencies across your operational workflows.

Talk to an expert

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

Spot your potential, then seize it.

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 through 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. 

Learn more

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.
Get a clear view of your risks

Unlock progress with the volume and velocity of data

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.

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 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.

Discover ESG factors & signals

Your biggest risks are the ones you can’t manage

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.

Monitor emerging risks

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

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.

Unlock fund-level insights

Confident decisions start with rock-solid data

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
Streamline your investment process

We're here to help

TALK TO AN EXPERT

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


Discover our datasets on the S&P Global Marketplace

START EXPLORING

Featured Content

 

Quantamental Research

Read Now

Searching for Alpha with Textual Data

View Case Study

Expand Your Perspective: Capital Markets Q&A

Read Blog

An Investment Management Firm Streamlines Municipal Surveillance and Climate Risk Assessment

View Case Study

Request a Demo

You're one step closer to unlocking our suite of comprehensive and robust tools.

Fill out the form so we can connect you to the right person.

Recent awards include:

  • Best Credit Risk Management Product
  • Best Research Provider
  • Best Low-Latency Data Feed Provider

If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ.

Contact

  • First Name*
  • Last Name*
  • Business Email *
  • Phone *

Business

  • Company Name *

Location

  • City *
    • We generated a verification code for you:

    • Enter verification Code here?* Incorrect Verification Code

Thank you for your interest in S&P Global Market Intelligence! We noticed you've identified yourself as a student. Through existing partnerships with academic institutions around the globe, it's likely you already have access to our resources. Please contact your professors, library, or administrative staff to receive your student login.

At this time we are unable to offer free trials or product demonstrations directly to students. If you discover that our solutions are not available to you, we encourage you to advocate at your university for a best-in-class learning experience that will help you long after you've completed your degree. We apologize for any inconvenience this may cause.