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Simon Harris
Managing Director - Global Insurance and Funds & Asset Management
[email protected]


Marc R. Pinto, CFA
Managing Director - Funds & Asset Management
[email protected]

Robert Callagy
Senior Vice President, Team Leader for U.S. and Canada
[email protected]


Vanessa Robert
VP – Sr Credit Officer, Team Leader for EMEA and Asia Pacific
[email protected]


Latin America
Jose Angel Montano

VP - Sr Analyst, Team Leader for Latin America
[email protected]



Funds & Asset Management

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.​​​


  • 6 Jun 2022
    • Financial Stability – US: Private credit’s expansion fuels asset managers' AUM growth
      Asset managers find significant opportunities in the rapidly expanding private credit market, increasing their influence in the US middle market, while confronting risks.   Full Report
  • 3 May 2022
    • Infographic: Private equity’s leverage appetite fuels growth in private credit, raising systemic risk
      The rapid growth of private credit is concentrating a large amount of assets with a small number of alternative asset managers. It’s an opaque, highly leveraged and lightly regulated market, in which a broad deterioration in credit quality has the potential to cause cascading disruptions across the capital markets and broader economy.   Full Report
  • 27 Apr 2022
    • Podcast: Prolonged Ukraine crisis threatens financial institutions; life insurers face long COVID
      Analysts Olivier Panis, Bernhard Held and Antonello Aquino from the Financial Institutions team discuss the implications of a prolonged military conflict in Ukraine for banks and insurance companies, while Insurance analyst Laura Bazer focuses on the effects of long COVID claims on life insurers globally.   Full Report
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