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Simon Harris
Managing Director - Global Insurance & Managed Investments


Marc R. Pinto, CFA
Managing Director - Managed Investments

Robert Callagy
VP - Sr Credit Officer, 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

Rokhaya Cisse, CFA

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

Marina Cremonese
AVP - Analyst

Latin America
Jose Angel Montano

VP - Sr Analyst, Team Leader for Latin America

Diego Kashiwakura
VP - Sr Analyst

Carlos de Nevares

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

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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.


  • 11 Dec 2015
    • Money Market Funds Outlook for 2016 Stays Negative on Asset Scarcity and Higher Costs
      The outlook remains negative for money market funds (MMFs), reflecting our expectation that conditions in liquidity markets globally will remain challenged in 2016.Money market funds will struggle to maintain the highest credit and stability profiles as they face volatility in short-term rates, potentially seismic shifts in US MMF assets under management to government funds from prime funds, and widening supply/demand imbalances…Full Report
    • Asset Managers Outlook Is Stable, Reflecting Rising Demand Despite Uneven Growth
      While higher interest rates and subsequent market volatility are expected to lead to blunted growth for global asset managers in 2016, the outlook for the industry will be stable over the next 12-18 months due to increased demand. Competition between active and passive asset management strategies will continue to drive products development and distribution – including within the retirement market – for products that provide both cost and performance efficiency…Full Report
    • Bond Funds Outlook Stays Stable as US Recovery Offsets Weaker LatAm Prospects
      The 2016 outlook for the bond fund sector remains stable and in line with the credit quality of corporate bonds, in which bond funds predominantly invest. The outlook reflects our expectation that despite the lackluster global economic outlook corporate default rates will remain low, companies will maintain solid liquidity profiles, and the banking sector will continue to strengthen capital…Full Report
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