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Simon Harris
Managing Director - Global Insurance & Managed Investments


Marc R. Pinto, CFA
Managing Director - Managed Investments

Neal Epstein
VP - Sr Credit Officer

Robert Callagy
VP-Senior Analyst

Stephen Tu
VP-Senior Analyst

Vanessa Robert
VP – Senior Credit Officer

Soo Shin-Kobberstad
VP - Senior Analyst

Marina Cremonese
AVP - Analyst

Latin America
Jose Angel Montano

VP-Senior Analyst


Diego Kashiwakura
VP-Senior Analyst

Carlos de Nevares

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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.


  • 22 Jun 2015
    • Risk governance disclosure at Canada’s financial institutions grows
      The public disclosures of 28 large Canadian financial institutions indicate that banks and insurance companies provide greater disclosure on their risk-governance practices than credit unions, crown financial corporations, crown asset managers and provincial pension funds. In almost every year since the crisis, just about all firms have added to their disclosures, and they will continue to do so…Full Report
  • 21 May 2015
    • USD, Euro and Sterling Money Market Fund Performance Q1 2015
      In Q1 2015, prime money market funds across the board saw their market risk increase, driven by our new banking methodology released in March. However, these stressed net asset value (NAV) results do not incorporate the use of Counterparty Risk assessments or the change in our reference point for deposit securities to the senior deposit rating from the senior unsecured rating. Overall, we expect these changes to drive improvement in Q2 NAV stress results…USD l Euro l Sterling
  • 22 Apr 2015
    • Eaton Vance Corp: Cheaper Active: Taking a Stand Against the Passive Revolution
      Eaton Vance is the first manager approved by the SEC to launch a fund type that combines the active management of a traditional mutual fund with the lower costs of an exchange traded fund (ETF) format. The innovation solves a persistent problem in the market: Higher costs are a main reason actively managed mutual funds have steadily lost ground to passive ETFs. As the first mover, Eaton Vance has a potentially large opportunity to earn licensing fees from other fund sponsors that wish to use the new product.… Press Release l Full Report
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