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How We Help Investment Banks

Power Trading Systems

Power Trading Systems

Investment banks run their trading desks with our real-time market data on millions of instruments—at up to ultra-low-latency speeds. We provide both the data through direct relationships with 160 sources, and the web-based market monitoring application that displays it. Other specialized data easily flows into trading models and platforms, or is ready for analysis in our software.

Prepare Pitch Presentations

Prepare Pitch Presentations

Not only does our software help with the research process, it brings together the results in professional presentations. We’ll help you quickly create custom presentations for a deal or pitch that reflect your firm’s brand. Our software makes it easy to add pre-designed charts, graphs, and data tables or drop in your own.

Enhance Due Diligence

Enhance Due Diligence

Independent opinions from our analysts help validate a corporate advisory group’s M&A; recommendations. You can support a deal or pitch with our in-depth reports on 90+ industries, stocks, IPOs, corporate credit ratings, and more. Our extensive portfolio and manager data lends a unique view of asset management firms that’s available through our investment research platform, data feeds, and easy SEC filing search tools.

Streamline Valuation

Streamline Valuation

We offer data and analysis to support the valuation process, including current and historical cost of capital reports for 350 industries and 10,000 companies, plus risk premia reports. Our valuation resources leverage years of SBBI® capital markets research from Ibbotson Associates, as well as our equity and corporate credit analysts’ valuation and cash flow models. Timely new issue and surveillance analysis is also available for mortgage-backed securities.

Support Corporate Lending

Support Corporate Lending

Corporate lending groups use our data to determine whether to lend to a client and under what conditions. We offer a range of data to help analyze credit risk, including fund flows, fund holdings and classification data, and ownership information—all of which we can integrate with your existing systems.

Classify Pledged Collateral

Classify Pledged Collateral

Our data helps investment banks classify securities pledged as collateral, such as hedge fund data built on proprietary style classification. To maintain compliance with SEC rule 11d1, you can use our classification data for automated security type identification and our operations data to answer questions about holding periods.

Insights for Investment Banks

Independent Credit Research
View samples of our corporate credit research reports.
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Credit Rating Methodology
Discover the four quantitative and qualitative components that drive Morningstar Corporate Credit Ratings.
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