Investment Governance Service
Register for the Course
Moody’s Analytics Investment Governance Service helps product providers and distributors meet compliance requirements for assessing suitability by aligning investment solutions with clearly defined risk targets.
Leverage a risk framework to support product design, governance, and communication
- Access a product risk dashboard that allows distributors and advisers to implement a robust, risk-based, advice process.
- Helps align chosen products and investment strategies with well-defined investment goals and customer risk profiles.
- Communicate product risk to advisers and clients for product design and marketing purposes and align products or portfolios with specified customer objectives and risk profiles.
- Help clients with investment governance by enabling proactive monitoring of risk across a range of investment products.
- Ensure that products continue to fit the risk profiles and objectives for which they were designed.
Enable advisers and distributors to align investment products with client needs
- Align third-party funds, portfolios, or existing investment solutions with objectively defined risk categories.
- Design risk-graded, strategic asset allocation benchmarks and model portfolios in line with defined risk profiles.
- Demonstrate the efficiency and effectiveness of different product design options.
- Receive fully documented quarterly updates, reflecting changes in market conditions and providing early warning of movement in the risk profile of a product or investment solution.
- Build optimized risk-graded investment solutions, according to defined investment objectives and risk targets.
Product Brochure
Related Solutions
Asset Allocation
Moody's Analytics asset allocation solution helps establish, test, and run different asset allocations and identify risk-return efficient portfolios.
Financial Planning
Moody's Analytics financial planning solution helps retail investors and advisers identify and communicate risk to make appropriate planning decisions.
Investment Governance & Suitability
Moody's Analytics solution enables robust and objective risk-graded investment proposition, aligned with stringent regulation, and to specific business needs.
Investment Product Design
Moody's Analytics investment product design solution delivers a suitability framework to develop investment propositions aligned with stringent regulations.
Multi-Asset Portfolio Management
Moody's Analytics economic scenario and asset-liability modeling offerings support investment design and risk management activities.
