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Simon Harris
Managing Director - Global Insurance and Funds & Asset Management


Marc R. Pinto, CFA
Managing Director - Funds & Asset Management

Robert Callagy
Senior Vice President, Team Leader for U.S. and Canada


Vanessa Robert
VP – Sr Credit Officer, Team Leader for EMEA and Asia Pacific


Latin America
Jose Angel Montano

VP - Sr Analyst, Team Leader for Latin America


Funds & Asset Management

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The Funds & Asset Management Group is responsible for Moody's ratings of asset managers, money market funds, fixed-income funds (bond funds and exchange-traded funds), preferred shares and debt issued by closed-end funds, and other alternative investments.​​​


  • 4 Jun 2018
    • Chinese investment funds face good growth fundamentals, but regulations will slow near-term growth
      Chinese mutual funds and private funds will likely see incremental inflows of RMB30-RMB40 trillion (USD4.8-USD6.3 trillion) over the next decade, representing a compound annual growth rate (CAGR) of 8%-10%.  Full Report
  • 13 Mar 2018
    • At a peak moment, private fund managers adapt for the future
      As strong investor demand has delivered record amounts of committed capital to ever-larger funds, private equity managers are seeking new structures to lock in capital for longer periods. Full Report
  • 1 Mar 2018
    • New tax law provides strategic opportunity for US asset managers, will drive product demand
      The new US tax law will materially cut asset managers’ effective tax rates, prompt some companies to reconsider their operational structures, and increase demand for investment products. Full Report
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