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HOME > CLIENT SEGMENTS > Investment Management

Harness Your Intelligence. Deliver with Conviction.

Whether you are taking a fundamental, quantitative, or quantamental approach to idea generation and portfolio construction, we cover more than 99% of global market capitalization to give you information on most aspects of a company.

Generate, build, and test new alpha ideas

An investment strategy is only as solid as the data it's built on. Specialty data sets, paired with robust analytical tools, mean more time focusing on differentiating your strategy and less time lost to administrative burdens. Generate better ideas and targets by screening on a vast combination of financial, qualitative, and event-driven criteria such as management changes, corporate guidance changes, insider trading, and more.

Idea Generation

Portfolio Construction & Monitoring

Research & Analysis

Idea Generation

Access streaming quotes, news, and charts set to a coverage universe or watch list of choice. Analyze top-down macroeconomic regimes and what's working across 94 countries. Drill down into industry-specific signals and trends to quickly incorporate ideas into your investment process. Measure, mitigate, and manage credit risk for public and private companies, and make informed decisions that can potentially improve risk-adjusted return to gain a competitive advantage.

Portfolio Construction & Monitoring

Obtain deep insights on your investments and portfolio performance while simplifying your workflow; understand the sources of your active return and the risk profile of each portfolio.

Research & Analysis

Refine and differentiate your existing alpha research and idea generation process with our robust, proprietary quantitative research. Assemble relevant modules to rapidly research and implement new ideas and stay current with the market environment using S&P Global Market Intelligence's ClariFI.

Access essential intelligence

Leverage industry-leading fundamental Point-in-Time data sets for critical decision-making and historical performance analysis.

View detailed breakdowns of the consensus broker estimates, and audit contributors with seamless links to source documents with our global estimates data.

Access our unique data sets through desktop analytics, mobile applications, datafeeds, or on-demand via API.
Essential Solutions for Investment Managers
Unlock hidden value in complex business sectors with sector-specific news, data, and analytics across financial institutions, insurance, real estate, energy, and media & communications.

Turn raw data into cutting edge insights

Build financial models, access extensive libraries of alpha factors and pre-built templates, and complete data analysis and portfolio construction faster with our Excel® Plug-in. Easily access our data libraries through a secure, hosted, or locally-installed environment for quantitative alpha research and portfolio management with the ClariFI platform.

Build Customized Charts

Leverage Broker Research

Uncover Differentiated Stock Selection Signals

Simulate Realistic Portfolio Performance Over Time

Build Customized Charts

S&P Global Market Intelligence's Chartbuilder, part of our Excel Plug-In lets you build custom charts so you can analyze and compare performance metrics of companies, industries and geographies on hundreds of datapoints.

Leverage Broker Research

Access this leading collection of research alongside extensive company and industry data and analytical tools on the S&P Capital IQ platform.

Uncover Differentiated Stock Selection Signals

Construct investment screens and candidate lists from a catalog of alpha signals with our powerful Alpha Factor Library.

Simulate Realistic Portfolio Performance Over Time

Combining some of the industry's leading analytics and content into a single platform, ClariFI helps reduce time-to-market without compromising the complexity and uniqueness of your investment strategies.

Our Solution Spectrum

See our tools in action.

Learn how our essential solutions can help you work smarter and gain an edge on the competition.