Moody s Analytics Solutions for the Asset Manager

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1 ASSET MANAGER Moody s Analytics Solutions for the Asset Manager

2 Moody s Analytics Solutions for the Asset Manager COVERING YOUR ENTIRE WORKFLOW Moody s is the leader in analyzing and monitoring credit risk worldwide, but our expertise extends well beyond credit risk. As the needs of asset managers have evolved, we have augmented our capabilities to encompass all your key credit portfolio management challenges. 5 Satisfy Compliance & Reporting 4 Manage Risk/ Return Profile GENERATE INVESTMENT IDEAS Use Moody s Analytics research and screening tools to focus your analysis on the most promising opportunities. Our offerings include simple ratingsbased filtering tools; analysis of signals from the bond, CDS and equity markets; quantitative approaches built around our award-winning, proprietary KMV EDF (Expected Default Frequency) credit measure; data-driven methods ideal for the structured finance market. We also facilitate top-down approaches for idea generation. We help you understand not only the nuances of the current economic cycle, but also the much more volatile profit cycle that directly impacts your investments. Our service includes analysis of each day s events, recommendations on specific names, in-depth commentary on key issues, and immediate coverage of approximately 300 economic indicators. Your Challenges 3 Monitor Portfolio 1 Generate Investment Ideas 2 Evaluate Investments EVALUATE INVESTMENTS Evaluate the performance of companies and credits relative to their peers with financial data adjusted by Moody s analysts for comparability across regions and industries. Benchmark your analysis against industryspecific factors and detailed adjustments that Moody s analysts use to arrive at a rating opinion. View Moody s expert research on the creditworthiness of specific names or deals and industry outlooks, identifying larger credit trends. Understand your investments protections by reviewing expert, legalese-free analysis of the strength of bond covenants. Access more than 1,000 seasoned credit analysts with expertise across all industry sectors, asset classes and geographies. Attend the most extensive credit-focused event program in the market with opportunities to build relationships with analysts, network with peers and hear the latest views on market issues. Our expertise extends across all sectors and asset classes, including corporates, financial institutions, infrastructure & project finance, managed investments, sovereigns & supranationals, structured finance, sub-sovereigns and U.S. public finance.

3 MONITOR PORTFOLIO Receive automated alerts on changes to the companies and factors you consider most relevant, including early-warning signals on equity and fixed income market pricing, macroeconomic indicators, financial performance data and agency ratings. Make sense of multiple credit signals, tackle converging industry sectors and assess the interdependency between asset classes. Moody s Analytics offers access to more than 1,000 credit analysts and over 60 economists with expertise across all industry sectors, asset classes and geographies. We give you the scale and scope to respond to everchanging and increasing demands on your limited resources. HELPING YOU OPTIMIZE YOUR PORTFOLIO Moody s Analytics offers a variety of services to help you select investments that match your risk tolerance, account for regulatory requirements and investment guidelines, and identify appropriate hedging strategies. MANAGE RISK/RETURN PROFILE Optimize the performance of any portfolio, whether it s a bank portfolio with a predictable stream of fixed payments, an insurance portfolio with a stochastic stream of payments, or a highly leveraged portfolio with a wide variety of asset classes. Our portfolio-management solutions address investment-grade and speculative-grade credit risk across corporate bonds, structured securities, sovereigns and municipal bonds, for both long-term and short-term debt. We give perspective on regional economic movements that impact commodities, interest and foreign exchange rates, the latest advances in derivative products and the evolving regulatory environment, all of which help you select the appropriate asset classes and weightings for your portfolio. Further, we help you identify dependencies between asset classes with award-winning risk and correlation data and analytics. SATISFY COMPLIANCE & REPORTING REQUIREMENTS Receive ratings feeds directly from Moody s to track ratings, outlooks and watchlist information for large portfolios; verify internal credit risk assumptions; and update trading, securities analysis, compliance and accounting systems. Price illiquid securities for secondary trading, net asset value, regulatory and mark-tomarket purposes. Our solutions let you perform what-if analysis and stress-testing using different model assumptions to determine losses and assess performance under changing economic conditions. This, coupled with an intuitive interface and robust reports, makes it easy to articulate to stakeholders the sensitivity of credit value at risk calculations and optimal portfolio management strategies.

4 GIVING YOU A COMPETITIVE ADVANTAGE We provide opinions that move the market. Over 40,000 leading market participants rely on Moody s Analytics for critical input into their investment and risk management decisions. A MULTIDISCIPLINARY APPROACH Despite ever-changing market conditions, you are expected to track, if not outperform, your benchmarks. You would like to be able to forecast credit spreads and identify the best opportunities, but this requires a solid understanding of macro drivers, the business cycle, yields and spreads, exchange rates and fundamentals. While careful analysis of an individual credit is important, external factors such as commodity prices, inflation and external shocks also require constant monitoring. Then, you have your portfolio in aggregate: You need to worry about diversification, concentration and correlation, and you need to be able to generate all the reports required by investors, management and regulators. Moody s Analytics is the only firm that offers best-in-class, integrated and customizable solutions to address all of these requirements. THE TALENT AND NUMBERS TO SUPPORT YOUR NEEDS As a member of your team, we would Cover 280,000 rated issues across all sectors and regions Live and work in 27 countries Conduct face-to-face meetings with the management of nearly all debt-issuing entities Produce more than 10,000 pieces of research annually Draw on 100 years of experience in the capital markets A DIRECT LINE INTO MOODY S RATINGS Stay on top of market changes as they unfold with Moody s data at your fingertips. By integrating our data into your own databases, you will have added flexibility and convenience in performing company analysis. Timely, automated data delivery ensures you receive critical rating actions as they occur, and by eliminating manual processing, you can reduce operational risk and increase data integrity in your credit research functions. Moody s Analytics offers best-in-class, integrated and customizable solutions that cover all the essentials, leaving you free to focus on strategies and find a competitive edge.

5 ESTABLISHED SUCCESS Since John Moody published his first manual on industrial securities in 1900, Moody s has helped to create more transparent, liquid and efficient capital markets for the asset management community. Moody s ratings are a benchmark worldwide because they offer a practical means for assessing financial information and enable investors to compare risk profiles across a broad range of opportunities. By serving as both a market standard and a transparent, independent source of insight, Moody s provides you with an additional measure of confidence in your credit assessments. OUR EXPERTISE: CREDIT RESEARCH & RISK MEASUREMENT Tap directly into Moody s Investors Service ratings and delve into the detailed analyses behind them to improve the efficiency of your team and make better credit investment decisions. We put the best practices of the entire world of credit, economics and financial risk management at your fingertips, helping you compete in an evolving marketplace. ECONOMIC & CONSUMER CREDIT ANALYTICS Make more informed investment decisions by incorporating macro, regional and industry-specific economic data into your models or workflow. Track and monitor key indicators in real estate, labor markets and consumer balance sheets with a variety of historic databases, forecasts with alternative scenarios, and specialized datasets on home prices and foreclosures. STRUCTURED ANALYTICS & VALUATION Analyze, monitor and value your structured finance holdings by combining accurate waterfalls and loan-level data with integrated economic and credit risk models, award-winning analytics and superior product support. ENTERPRISE RISK MANAGEMENT Recognize and manage your enterprise risk to strike the optimal dynamic balance between minimizing exposures and maximizing opportunities. Our solutions combine best-in-class quantitative credit and portfolio analysis with regulatory and balance sheet management software to maximize your effectiveness and impact. Moody s Analytics: Essential Insight Serving Global Financial Markets

6 About Moody s Analytics Moody s Analytics helps capital markets and credit risk management professionals worldwide respond to an evolving marketplace with confidence. The company offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management. By providing leading-edge software, advisory services, and research, including the proprietary analysis of Moody s Investors Service, Moody s Analytics integrates and customizes its offerings to address specific business challenges. CONTACT US Visit us at moodysanalytics.com or contact us at a location below: AMERICAS clientservices@moodys.com EMEA clientservices.emea@moodys.com ASIA (EXCLUDING JAPAN) clientservices.asia@moodys.com JAPAN clientservices.japan@moodys.com Copyright 2010, Moody s Analytics, Inc. All Rights Reserved. SP12751/101215/CROSS/TRI-FOLD_001