General Information & Client Service
  • Americas: +1.212.553.1653
  • Asia: +852.3551.3077
  • China: +86.10.6319.6580
  • EMEA: +44.20.7772.5454
  • Japan: +81.3.5408.4100
Media Relations
  • New York: +1.212.553.0376
  • London: +44.20.7772.5456
  • Hong Kong: +852.3758.1350
  • Tokyo: +813.5408.4110
  • Sydney: +61.2.9270.8141
  • Mexico City: +001.888.779.5833
  • Buenos Aires: +0800.666.3506
  • São Paulo: +0800.891.2518
SAV Client Logo

Moody's Analytics Structured Content Clients

Moody’s Analytics structured business is comprised of a unique offering of products and solutions that provide access to essential, market-leading expertise on the economic, consumer, and structured credit trends that impact and drive your business and investments.  We have an integrated platform for cashflow models, performance data, credit models, economic data, and ratings.  We pride ourselves on servicing over 500 direct customers, and 2500+ customers via subscription-based products through our 3rd party partners.  Want to learn more about how you can work with us?  Check out the use cases to the right, and in our client profiles below.  And don't forget to request more information on how to become a client!

RECENT AWARDS

Alliant Credit Union

Alliant Credit Union is a not-for-profit financial cooperative with nearly 400,000 members and more than $10 billion in assets.  Headquartered in Chicago and founded in 1935, Alliant is the largest credit union in Illinois and one of the largest credit unions in the United States.  As a digital credit union, Alliant's mission is to provide members with consistently superior financial value while simplifying and enabling how people save, borrow and pay.  Find out more at alliantcreditunion.org.

ALM First

ALM First was founded in 1995 with the focus on financial advisory for credit union clients.  Through a strong dedication to service and risk management, ALM First grew its base beyond credit unions and has maintained lasting relationships with hundreds of credit union, bank, and financial services company clients.  As ALM First grows, one thing has remained the same...a commitment to ensuring its clients meet and exceed their financial goals.

Alvarez & Marsal

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) when conventional approaches are not enough to make change and achieve results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. With over 3000 people across four continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges.

Apex Credit Partners

Apex Credit Partners LLC is a privately-held, SEC registered investment advisor specializing in leveraged loans and collateralized loan obligations (CLOs). Apex or its predecessor has been investing in leveraged loans since 2005 and our senior portfolio management team averages over 28 years of direct experience in the leveraged credit markets. Apex priced its first CLO in 2007 and has accessed the CLO market every year since 2012. We target attractive risk-adjusted returns while mindful of capital preservation. Investors in our funds have included banks, insurance companies, asset managers, and pension funds. Apex is a wholly-owned subsidiary of Jefferies Finance LLC, a leading commercial finance company that structures, underwrites, and syndicates senior secured loans to corporate borrowers.

Axioma

Axioma is the leading provider of enterprise risk management, portfolio management, and regulatory reporting solutions. Over 7,000 managers and risk professionals rely on Axioma’s products daily to optimize and mitigate risk for portfolios. Axioma’s natively built, cloud-based solutions enable organizations to develop and utilize financial analytics across the front, middle and back office to power rapid, accurate and well-informed portfolio, risk and compliance decisions. Axioma has received numerous accolades for its innovative products, technology and teams, and ranks 28th in the Chartis RiskTech100® 2018, a list of the world’s top 100 risk and compliance technology companies. For more information, please visit www.axioma.com.

Balance Sheet Solutions

Balance Sheet Solutions, LLC (an Alloya Corporate FCU company) puts its talent, technology and tools to work for 800+ credit union clients nationwide, providing them a full array of balance sheet strategies, investment execution, asset-liability risk measurement and education. Through their three highly skilled teams – including Broker-Dealer, Investment Advisory and ALM Risk Management – Balance Sheet Solutions’ utilizes their knowledge and deep experience to further credit unions. To learn more, visit www.balancesheetsolutions.org. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC.

Braddock Financial

Braddock Financial, LLC is a structured credit asset manager focusing on asset-backed securities and was founded in 1994. Braddock believes that asset-backed securities classes provide a rare opportunity to build and manage investment portfolios resulting in outstanding risk-adjusted returns. Braddock’s strength in security selection comes from deep fundamental knowledge of the sector and loan level research, along with significant trading experience.

CarVal Investors

CarVal Investors is a leading global alternative asset manager focused on distressed and credit-intensive assets and market inefficiencies. Since 1987, CarVal’s experienced team has navigated through ever-changing credit market cycles, opportunistically investing $114 billion in 5,340 transactions across 80 countries. Today, CarVal Investors has $10 billion in assets under management in both credit and real estate strategies.

CBAM Partners

CBAM Partners, an Eldridge Industries portfolio company, is an alternative investment management firm and SEC-registered investment adviser founded in 2016. With over $9.5 billion of AUM, CBAM specializes in opportunities across the credit spectrum for institutional clients through separately managed accounts, CLOs and private funds.

Clearwater

It is Clearwater's mission to provide investment management with complete transparency, clear communication, and integrity.  Clearwater believes you deserve the ability to customize your portfolio to meet your needs, regardless of portfolio size.  You should be allowed to see what your money is doing and your investment managers should be held accountable.  In 2001, Clearwater's founders sought to offer solutions as alternatives to the selectiveness of customization and the lack of accountability.  Today, this goal continues to drive Clearwater's approach to investment management.

College Loan Corporation

College Loan Corporation was founded in September 1999, and is headquartered in Las Vegas, Nevada. They have managed more than $10 billion in student loan assets, and have originated more than $18 billion in student loans to more than 800,0000 students and their families. They are a top ten student lender and recipient of multiple business ethics and customer service awards.  Visit www.collegeloan.com or call 1.800.2COLLEGE® to learn more.

The Co-Operative Bank

The Co-operative Bank plc provides a full range of banking products and services to around four million retail and SME (Small and Medium Sized Enterprises) customers and is committed to values and ethics in line with the principles of the co-operative movement.  The Co-operative Bank is the only high street bank with a customer-led ethical policy which gives customers a say in how their money is used. Launched in 1992, the Policy has been updated on five occasions, with new commitments added in January 2015 to cover how the Bank operates its business, products and services, workplace and culture, relationships with suppliers and other stakeholders and campaigning.

Corporate One Federal Credit Union

Corporate One Federal Credit Union is one of the nation's most progressive cooperative corporate credit unions, serving more than 800 credit unions nationwide.  Corporate One offers a full menu of payments, investments and funding solutions to help credit unions grow their bottom line, manage cash effectively through The One Account, streamline member acquisition, and succeed in the faster, digital payments arena.

Elevations Credit Union

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado's Front Range.  Founded in 1953 as the U of C Federal Credit Union in Boulder, Elevations has grown from 12 members and less than $100 in assets to an institution with more than 130,000 members that manages more than $2 billion in assets and is the No. 1 credit union mortgage lender in Colorado.  In 2014, Elevations earned the prestigious Malcolm Baldridge National Quality Award.  Readers of local newspapers name Elevations "Best Bank/Financial Institution", "Best Mortgage Lender" and "Best Customer Service" year after year.  To learn more, visit elevationscu.com.

FIMAC Solutions, LLC

FIMAC Solutions LLC provides proprietary cloud-based SaaS/IaaS financial risk management solutions to the financial services sector.

Fort Washington Investment Advisors

Fort Washington Investment Advisors, Inc. (Fort Washington) was founded in May 1990 and is the primary investment management subsidiary of Western & Southern Financial Group. The breadth of services Fort Washington provides its clients includes managing capital across a wide array of asset classes, investment policy development, asset allocation strategy, cash flow modeling and liquidity forecasting for asset-liability management, sourcing private investment opportunities, conducting due diligence of investments, and providing comprehensive wealth management for individuals, family offices, and their businesses.

Goal Structured Solutions

Goal Structured Solutions (GS2) is an employee-owned finance technology firm actively managing a portfolio of over $27 billion in student loans.  GS2 utilizes a performance data-driven approach to improve returns and places a strong emphasis on fiscal responsibility.  GS2's three lines of business include: portfolio management, capital markets advisory services, as well as lending through their Ascent Student Loan program.  Founded in 2001, the company has acquired almost $3.5B worth of assets, originated over $100M of private student loans, their securitization platform has issued and placed over $12.7B in asset-backed securities.

Home Mortgage Bank

Home Mortgage Bank was created through legislation and enacted by the Parliament of Trinidad and Tobago by way of the Home Mortgage Bank Act. The purpose of the bank is to develop a mortgage market, maintain a secondary mortgage market, contribute to the mobilization of long-term savings for investment in housing and to promote growth of the capital market.

IDB Bank

IDB Bank is a New York State-chartered commercial bank, a member of the FDIC, and a wholly owned subsidiary of Israel Discount Bank LTD., one of Israel's leading banks.  In addition to its Manhattan headquarters and branch offices in Brooklyn, N.Y., Staten Island, N.Y., and Short Hills, N.J., the Bank maintains other full-service branches in South Florida and Southern California.  The Bank provides a complete range of private banking and commercial banking services to U.S. and international clients.

For 70 years IDB Bank has built its business by fostering deep relationships with its clients, rapid decision-making, and the ability to develop custom-tailored solutions for both its domestic and international clientele.

Joyo Bank

The Joyo Bank is a Japanese regional bank. Headquartered in Ibaraki Prefecture and established in 1935, the bank operates mainly in Ibaraki Prefecture, and it also has branches/offices outside the prefecture, especially in the Kanto region of Japan and overseas. The bank formed a new financial group called “Mebuki Financial Group” in October 2016, which provides high-quality, comprehensive financial services by leveraging the wide-area networks further expanded by the business integration. Under the management philosophy of “Sound management, creation of value, and partnership with the home region,” the bank contributes to the local community and regional economic development. To learn more, visit http://www.joyobank.co.jp/eng/.

Kamakura Corporation

Founded in 1990 by Dr. Donald R. van Deventer, Kamakura Corporation is the world's leading provider of risk management information, risk management software and risk management consulting.  Kamakura's executive team represents a broad and diverse cross-section of in-depth experience in economics, financial management, information technology, credit modeling, risk assessment, accounting, business administration, higher education, banking and regulatory oversight.

Loomis, Sayles & Company

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide.  The firm's performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions.  Using foresight and flexibility, Loomis Sayles looks far and wide for value - across traditional asset classes and alternative investments - to pursue attractive, sustainable returns for clients.

Lupus alpha

Lupus alpha – Great minds developing innovative alpha strategies. As an independent, owner-operated asset management company, Lupus alpha has been synonymous with specialised investment solutions for over 18 years. Lupus alpha are pioneers in the European small- and mid-cap segment and are now one of the continent's leading providers of liquid alternative investment concepts. 80 employees, including 30 portfolio management specialists, are committed to delivering above-average performance and a service fully tailored to the individual needs of our investors. Our objective: We aim to provide sustained added value by active, innovative investment strategies for intelligent portfolio diversification for institutional investors.

For additional information, visit us at www.lupusalpha.com.

Medley Partners Management LLC

Medley Partners is a fund-of-funds manager that invests primarily in limited partnerships across the private asset classes, including buyout, growth equity, venture capital, real estate and credit in the United States, Europe and Asia.

NORD/LB Norddeutsche Landesbank

NORD/LB Norddeutsche Landesbank is one of Germany’s leading merchant banks. Its core business segments include structured finance in the energy and infrastructure sector, aircraft finance, corporate client business, commercial real estate finance, capital market business and private and commercial client business including private banking. The Bank has headquarters in Hanover, Braunschweig and Magdeburg. NORD/LB also has branches in Bremen, Oldenburg, Hamburg, Schwerin, Düsseldorf, Munich and Stuttgart. Outside Germany, NORD/LB is active in Luxembourg with a covered bond bank (NORD/LB Covered Bond Bank) and also has offices in London, New York, Singapore and Shanghai. www.nordlb.com

Paragon Group

Paragon is UK bank and specialist lender, offering a range of savings, mortgages and commercial lending products to consumers and small and mid-sized businesses. Established in 1985, Paragon is a FSTE 250 company with over £12 billion of gross assets and 450,000 customer accounts under management.

Payden & Rygel Investment Management

Payden & Rygel Investment Management is one of the largest privately-owned global investment advisers.  Founded in 1983, they are a leader in the active management of fixed income and equity portfolios, through domestic and international solutions.  Advising the world's leading institutions and individual investors, they provide strong performance and real-world strategy on the global economy and capital markets.

Pearl Diver Capital

Pearl Diver Capital is a pure play investment manager in global structured credit.  They provide investors with exceptional opportunities in diversified, senior secured, corporate credit portfolios accessed through CLO investments.  A nimble and opportunistic approach backed by rigorous analytics has allowed them to identify and capture alpha from secular opportunities in their market and establish an enviable track record.

Penn Mutual Asset Management, LLC

Penn Mutual Asset Management (PMAM) is an institutional asset management firm located just outside of Philadelphia, PA.  Since 1989, the firm has been dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.  PMAM is committed to serving the institutional marketplace by offering fixed income investment solutions and client-focused services.  As fixed income specialists, the firm tailors their proven approach with the objective to generate risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation.  The long-tenured investment team consists of managers with depth, breadth and experience to create a collaborative investment culture focused on uncovering and delivering value for their clients.  To learn more, visit www.pennmutualam.com

PGIM Fixed Income

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, New Jersey, London, Tokyo and Singapore. As of June 30, 2018, the firm has $716 billion of assets under management including $302 billion in institutional assets, $127 billion in retail assets, and $287 billion in proprietary assets. Nearly 600 institutional asset owners have entrusted PGIM Fixed Income with their assets. PGIM Fixed Income is a United States business operating as a unit within PGIM, Inc. (“PGIM”). PGIM is the largest investment adviser within Prudential Financial, Inc. (“PFI”). As of June 30, 2018, PGIM had $1.2 trillion in assets under management across their real estate, equity, public fixed income, and private fixed income businesses and is ranked 10th among IPE’s top 400 asset managers.1

1Source: IPE Research-Top 400 Asset Managers, June 2018, based on 12/31/2017 assets under management.

Pinnacle Financial Partners

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $24.0 billion in assets as of June 30, 2018. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 11 primarily urban markets in Tennessee, the Carolinas and Virginia. It has earned a place on FORTUNE’s 2017 and 2018 lists of the 100 Best Companies to Work For in the U.S., and American Banker recognized Pinnacle as the sixth-best bank to work for in 2017.

Provident Bank

Provident Bank is a community-oriented financial institution offering "Commitment you can count on" since 1983.  With nearly $10 billion in assets, Provident Bank provides a comprehensive suite of financial products and services for businesses and consumers through its network of 84 branches throughout northern and central New Jersey and eastern Pennsylvania.  The Bank also provides fiduciary and wealth management services through its wholly owned subsidiary, Beacon Trust Company.  For more information, please visit www.provident.bank.

Prytania Solutions

Prytania Solutions (PSL) provides transparent, independent and justifiable valuations of structured credit, from liquid ABS and CLOs, to bespoke regulatory capital transactions. They price thousands of assets every day, creating a huge amount of data that they use to ensure confidence in our valuations.

Raiffeisen-Landesbank Steiermark

Raiffeisen-Landesbank Steiermark is an independent regional bank and – together with the Raiffeisen banks – it can be considered the leading retail bank in Styria.  Their sustainable business model is diversified and targets stable business segments. These consist of corporate and retail clients, capital markets and individually chosen equity investments. The bank is also the head institute of the Styrian Raiffeisen Group and thus closely linked to the Austrian Raiffeisen Group. More: www.raiffeisen.at/rlbstmk

SEI

For 50 years, SEI has used the most up-to-date research to anticipate changing investor needs and create innovative solutions designed for individual and institutional investors alike. SEI is one of the world’s largest managers of managers and has more than 3,600 employees in offices around the world. Founded in 1968, SEI is headquartered in Oaks, Pennsylvania. SEI’s culture is reflected in its campus—leading edge architecture and unconventional artwork combine to create an innovative and client-focused culture.

Shinsei Bank, Ltd.

Shinsei Bank is a leading diversified Japanese financial institution providing a various range of financial products and services to both institutional and individual customers.  The Bank has a network of outlets throughout Japan and is committed in its pursuit of uncompromising levels of integrity and transparency in all of its activities in order to earn the trust of its customers, staff and shareholders.  The Bank is committed to delivering long-term profit growth and increasing value for all its stakeholders.  News and other information about Shinsei Bank is available at http://www.shinseibank.com/corporate/en/index.html.

Shizuoka Bank

The Shizuoka Bank, established in 1943, is one of the largest Japanese regional banks, headquartered in Shizuoka Prefecture. The bank primarily does business in Shizuoka Prefecture, which is a distribution hub between Tokyo and Osaka/Kyoto. The bank has over 200 branches/offices including outside the prefecture and overseas. The bank has high market share in the prefecture and provides comprehensive financial services. The bank contributes to cultural and regional economic development based on the Bank’s corporate philosophy “expand dreams and affluence with our community”. To learn more, visit https://www.shizuokabank.co.jp/english/.

Sony Bank

Sony Bank Inc., a wholly owned subsidiary of Sony Financial Holdings Inc., is an asset management bank focusing on individuals in Japan, established in 2001. Sony Bank provides customer-oriented, convenient, high-quality financial products and services to individual customers with deposits in Japanese Yen, deposits in foreign currency, investment trusts and mortgage loans over the Internet. By leveraging the advantages of the internet, Sony Bank’s client base has expanded rapidly and it is an innovative and industry-leading direct bank.

*Any person living in Japan is able to use Sony Bank’s services.

Tetragon

Tetragon is a closed-ended investment company that invests in a broad range of assets, including bank loans, real estate, equities, credit, convertible bonds, private equity, infrastructure and TFG Asset Management, a diversified alternative asset management business. Where appropriate, through TFG Asset Management, Tetragon seeks to own all, or a portion, of asset management companies with which it invests in order to enhance the returns achieved on its capital. Tetragon’s investment objective is to generate distributable income and capital appreciation. It aims to provide stable returns to investors across various credit, equity, interest rate, inflation and real estate cycles. The company is traded on Euronext in Amsterdam N.V. and on the Specialist Fund Segment of the main market of the London Stock Exchange.

Universal-Investment

With fund assets of around EUR 411 billion under administration, thereof EUR 338 billion in own vehicles and around EUR 73 billion in additional services as insourcing, well over 1,200 mutual and special investment mandates and a workforce of around 650, Universal-Investment is the largest independent investment company in the German-speaking region. With its three key service areas Administration, Insourcing and Risk Management, the company’s lies on the efficient and risk-orientated management of funds, securities, alternative investments and real estate. The investment company is the central platform for independent asset management and unifies the investment know-how of portfolio managers, private banks, asset managers and investment boutiques. Founded in 1968, the Universal-Investment group is headquartered in Frankfurt/Main and has subsidiaries and holdings in Luxemburg, Poland and Austria. It is one of the pioneers of the investment industry and has meanwhile become the market leader in the areas of master-KVG and private label funds. According to the 2018 PwC ManCo Survey, Universal-Investment is the largest AIFM ManCo in Luxembourg; among the Third-Party-ManCos, Universal-Investment also ranks in first place (as of 31 December 2018).

Vega Economics

Vega Economics is a premier full-service consulting firm that acts as a strategic partner to our clients in a multitude of economic and financial contexts.  Vega Economics has an extensive relationship network that provides them with the flexibility to utilize experts in a variety of fields.

Washington State Employees Credit Union

WSECU is a not-for-profit credit union open to all Washington State residents with a special emphasis on meeting the financial needs of those who give back to their communities through public service, volunteering and philanthropy. Founded in 1957, WSECU has 260,000 members, 21 branches, $2.6 billion in assets, and commits four percent of its annual earnings to invest back in to the communities it serves.

Wilshire

Wilshire's mission is to provide innovative investment solutions and object, independent investment advice to investors throughout the world.

ZM Financial Systems

Moody's Analytics partners with ZM Financial Systems to provide Moody's Analytics cash flow models and credit models on ZMFS desktop and online ALM platforms.