Uncover security-level portfolio risks

Explore Portfolio View

Portfolio View serves as the gateway to Moody’s powerful risk data and capabilities, helping eliminate complexity and support portfolio management.

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Transform how you see risk

Asset managers need more than returns data. They need clarity on hidden risks that can erode value across securities, funds and strategies. Moody’s Portfolio View provides a unified platform that connects and uncovers the risk across your holdings.

Experience it firsthand with the Portfolio View product tour. Select which interests matter most to you to get started.


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Portfolio View transforms complexity into clarity, helping you:
  • Uncover early warning signals with real-time news and sentiment analysis

  • Identify cyber, credit, and sanctions risks at the security-level

  • Benchmark exposure at the security, issuer, or portfolio level

  • Strengthen investment decisions with transparent, data-driven insights
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Today’s markets move fast. Sanctions change overnight, cyber incidents ripple through industries, and sentiment can turn in minutes. Without a lens into these headwinds, asset managers risk blind spots that can impact performance and compliance.
 

Portfolio View delivers the intelligence you need to help manage portfolios more effectively, achieve greater returns and make decisions with confidence, featuring:

  • Dynamic dashboards showing risk concentrations

  • Drill-downs by issuer or sector to see where vulnerabilities may lie

  • Integrated risk alerts mapped to your holdings to keep your team ahead of the curve

Request your free trial of Moody’s Portfolio View

Fill out the form and take the first step towards clearer visibility and stronger investment decisions. A Moody’s representative will be in touch.
 

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