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Simon Harris
Managing Director - Global Insurance & Managed Investments


Marc R. Pinto, CFA
Managing Director - Managed Investments

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

Neal M. Epstein, CFA
VP - Sr Credit Officer

Stephen Tu
VP - Sr Analyst

Dean Ungar, CFA
Vice President - Senior Analyst

David Wang
AVP - Analyst

Rokhaya Cisse, CFA


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

Marina Cremonese
Vice President – Senior Analyst

Latin America
Jose Angel Montano

VP - Sr Analyst, Team Leader for Latin America

Diego Kashiwakura
VP - Sr Analyst

Carlos de Nevares
Vice President – Senior Analyst

For information on how to obtain a rating, please contact the business development representatives listed below:


Christopher M. Piron
SVP-Head of Relationship Management
Global Managed Investments – US

Gwenaelle Renard-Safa
SVP-Head of Relationship Management
Global Managed Investments – EMEA



Managed Investments

The Managed Investments 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.


  • 28 Feb 2017
    • US Asset Managers Q4 2016 Update: Weak growth offset by strong markets amid industry disruption
      Market appreciation and seasonal performance fees buoyed earnings in the fourth quarter as asset managers struggled with weak organic growth. Growth of long-term assets under management (AUM) for the surveyed group was flat, while average AUM increased 1.0% on a post-election market rally in the second half of the quarter. Outflows from actively managed funds continued as investors favored passive vehicles to gain equity market exposure during the post-election rally. Full Report
  • 2 Feb 2017
    • Passive investments will overtake active in US market share by 2024
      We estimate that investor adoption of passive, low-cost investment products will lift passive market share above that of actively managed funds between 2021 and 2024. Asset managers that have core competencies in ETFs, index funds and other passive strategies are poised to benefit from this growth. In 2016, US inflows to passive investment products totaled $505 billion and outflows from actively managed funds totaled $340 billion. Passive products now account for $6 trillion of assets under management, or 28.5% of US market share. Press Release l Full Report
  • 7 Dec 2016
    • Shift to passive products, falling fees erode credit conditions for global asset managers heading into 2017
      We have changed our outlook for the global asset management industry to negative from stable. Negative drivers include investors' rotation into low-fee and passive products (such as ETFs) from actively managed funds, along with lower fee rates arising from competition and regulatory initiatives... Full Report
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