Investment Management

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Spot Potential and Seize It

In today's data-driven landscape, outperforming benchmarks, managing fee pressures, and generating alpha are increasingly challenging for asset managers. Our cutting-edge data and technology solutions empower you to reach the full potential of your equity and fixed-income investments.

Improve Your Edge

Stay Ahead of The Curve

Unlock Essential Intelligence® with our tailored solutions for investment managers. Harness essential data, insights, and tools to stay on top of market developments, identify prime investment opportunities, build custom models, and rapidly spot trends with state-of-the-art visualizations.

Explore S&P Capital IQ Pro

Mastering Earnings Season

Navigating earnings season can be challenging for Investment Managers, as numerous companies release financial updates in rapid succession over just a few weeks. Our platform simplifies this process by allowing you to effortlessly capture Essential Insights. Stay informed about the latest reports and key themes emerging from earnings calls, which keeps you ahead in a fast-paced environment.

Explore our solutions for earnings season

Featured Solutions

Fundamental Investing

Investment opportunities abound. The key is choosing the ones that are right for your business — and monitoring them as they grow. Our innovative solutions help you move faster and achieve more thorough investment insights that accelerate progress.

Portfolio Management

Create and test strategies to compare factor performance with detailed analytics. Communicate the strengths behind your strategy and expand your understanding of market factors that impact your investments — from financial to environmental.

Risk & Regulation

Many factors go into risk and compliance monitoring, but the ones that slip through the cracks carry the greatest risk of all. Leverage comprehensive datasets and innovative solutions to assess creditworthiness and credit limits, manage portfolio exposure concentrations, and track the latest credit events, trends, and regulations.

Quantitative

Access our proprietary alternative datasets, factors, and models, including machine-readable textual data, securities finance data, and short squeeze risk models. Discover new sources of alpha with our unique quantitative signal library, using global point-in-time datasets and Natural Language Processing.

Sustainable Investing

Whether you’re currently developing your firm’s strategy, monitoring ongoing risk, or taking your first step into the sustainability sphere, you need robust data and analytics to inform your next move and standardize your definition of sustainability.

Research

Discover accurate, actionable research that drives financial success through our extensive news and research teams, covering market trends, company performance, regulatory developments, and more. Additionally, our Quantamental Research team leverages our unique data and analytics offerings to uncover fresh investment insights.

Visible Alpha

Drive better investment decisions with the most granular consensus and broker estimates available. Quantify the market view, track analysts with reliable forecasts, and see how consensus changes over time.

Data Management

Clean up disparate data, streamline entity linking, and eliminate manual processes with AI-driven data management solutions. Our hundreds of datasets undergo rigorous data quality checks and are available through Desktop, Data Feed, Cloud, or API solutions.

Fixed Income

Make confident decisions across private and public markets with definitive risk intelligence.

Differentiated Data for Investment Managers

Jan 31, 2025

S&P Capital IQ Pro

S&P Capital IQ Pro is a web-based platform that provides an unrivaled breadth and depth of data, productivity tools, and news and research.

Jan 31, 2025

S&P Global Marketplace

Explore premium fundamental and alternative datasets available seamlessly via Cloud, Data Feed, API Solutions and Capital IQ Pro, along with expert analysis you won't find anywhere else.

Jan 31, 2025

Portfolio Analytics

Portfolio Analytics on Capital IQ Pro conducts performance and risk analysis on a historical or intraday basis by leveraging best-in-class traditional data.

Jan 31, 2025

Artificial Intelligence

Solve your high-value, domain specific challenges using AI and machine learning. With S&P Global’s AI solutions, you can spend less time managing data and more time delivering critical insights.

Jan 31, 2025

S&P Capital IQ Workbench

S&P Capital IQ Workbench is a web-based notebook environment that allows you to test and experiment with datasets from S&P Global and curated third-party providers.

Jan 31, 2025

Cross Reference Services

Leverage our extensive global data solution that seamlessly links cross reference data by company, sector, and instrument.

Jan 31, 2025

Natural Language Processing

Analyzing textual data sourced from transcripts, articles, and documents can prove time-consuming and costly. With our NLP-ready datasets, you can skip the entire data management process and dive directly into analysis.

Jan 31, 2025

ClariFI®

Combine powerful analytics and content into a single platform that includes screening, factor backtesting, portfolio optimization and attribution, and more.

Buy Side Risk Solution

Assessing pre-trade risk, or challenging investment decisions? This next-gen cloud-native solution gives you access to raw computational power to enable fast, informed decisions

Visible Alpha

Visible Alpha aggregates, standardizes, and analyzes the granular data that underlies sell-side estimate models from 200+ brokers. Easily scale up with data not available elsewhere to assess more companies than ever before.