Research Assistant

Moody’s Research Assistant is designed to amplify your expertise. From entity screening and credit risk analysis to portfolio monitoring analytics, Research Assistant leverages AI to navigate, scan and analyze the data you rely on to deliver the answers you need.

Gen AI-powered decision intelligence

Stop gathering data. Start using it.
Skip the heavy lifting with compiled company financials, proprietary research, filings, timely market data, and even web search, so you can dive deeper into your analysis.

Skip the sifting and get the answers
Move quickly and effortlessly from question to clarity without wading through endless content.

Capabilities to streamline your process

Company screening
Identify relevant companies for informed research

Company analysis
Evaluate and analyze company and critical data

Credit risk analysis
Assess financial stability to evaluate creditworthiness

Portfolio monitoring analytics
Track portfolio performance to identify risks proactively

Thematic research
Explore trends and insights across key themes

Inform internal reports & communications
Support decisions and stakeholder engagement with comprehensive overviews and detailed data tables.

Analysis grounded in decades of experience

Test your assumptions and power your analysis with decades of analytical rigor and Moody’s advanced proprietary frameworks.

Dig deeper without slowing down 

Track sectors and companies' performance, compare peers, and discover the drivers behind inflection points with a new standard of depth and context.

AI adoption is full speed ahead

Help ensure your analysis is thorough, your impact is visible, and your productivity stays high.

Discover more with fewer clicks

Multiply time savings across your business. Join the thousands of users embracing AI to upgrade their day-to-day.

Data that matters

Moody’s propriety data includes 10,000 rated entities, 53,000 listed corporates globally, and 121,000 of the largest privately owned entities.

Moody's data and content

Company and Sector Research
Ratings
Probability of Default (PD Implied Ratings)
Company Financials spread to Moody’s Chart of Accounts
Company Ownership Data

External sources

Your proprietary data via PDF upload

Company-issued content

Earnings call transcripts

Carry conversations with data

By leveraging natural language prompts, users can simply leverage these capabilities to fundamentally enhance their day-to-day across banking, asset management and corporate use cases.

For banking

Detailed analysis of company profiles

Need the bigger picture fast? Get instant access to a company’s financials, operations, liquidity and peer benchmarking. No digging required.

Assessing credit and private credit risk

Easily size up risk, including over 200,000 rated, public and private companies. Surface deep-dive financial and market data so you can evaluate creditworthiness with confidence.

Determining pricing and prospecting

Spot potential targets by filtering sector, region or financial criteria to find high potential targets and price deals with precision.

Fundamental credit analysis leveraging Moody’s Ratings methodology

Dive deep into the details that matter. Analyze financials, KPIs, peer comparisons and risk drivers alongside Moody’s Ratings scorecard methodology to inform confident credit decisions

Screening with Moody’s company financials

Screen companies mapped to Moody’s Chart of Accounts to help standardize your analysis.

Reporting and tracking

Stay on top of key developments. Track issuer health, flag risks and generate clear updates to keep everyone aligned.

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Company onboarding

Cut the ramp-up time. Pull together company overviews, financials and market context, so you’re ready to engage from day one

Learn More

For asset managers

Analyze and screen organizations using Moody’s Ratings scorecard methodology

Leverage Moody’s Ratings scorecard methodology to add an additional layer to your analysis of public and private organizations

Perform credit analysis on rated, public and private companies  

Drill into detailed financials of public and private companies, including those rated by Moody’s Ratings, to surface PD implied ratings, weigh credit risk, and help optimize opportunities.    

Monitor portfolios and screen for opportunities

Scale your business and scan credit risk signals to determine which entities deviate from their peers and identify candidates for closer monitoring or potential investment opportunities.

Inform internal reports, RFPs and pitch deck creation

Contextualize reports with relevant data by synthesizing key details backed by tailored insights, industry data, peer comparisons, and timely, narrative-supporting news.

For corporates

Precision targeting with strategic analytics

Surface high-potential markets, segments, and counterparties using financials, KPIs, and trend data. Research Assistant helps sales and marketing teams focus efforts where they’ll have the biggest impact.

Sales intelligence for pipeline acceleration

Filter by industry, region, or financials to pinpoint ideal prospects. Then leverage Research Assistant to build rich company profiles, KPIs, and positioning to personalize outreach and develop stronger pipelines.

Counterparty risk analysis

Get an insightful view of financial health, operational stability, and risk exposure, including Moody’s Ratings scorecard methodology and Moody’s implied PD ratings, to help inform confident risk assessment decisions.

Book & explore

Speak with a solutions specialist

Get in touch or book a demo to explore how we can help.

Research Assistant

Gen AI-powered decision intelligence

Stop gathering data. Start using it.
Skip the heavy lifting with compiled company financials, proprietary research, filings, timely market data, and even web search, so you can dive deeper into your analysis.

Skip the sifting and get the answers
Move quickly and effortlessly from question to clarity without wading through endless content.

Capabilities to streamline your process

Analysis grounded in decades of experience

Test your assumptions and power your analysis with decades of analytical rigor and Moody’s advanced proprietary frameworks.

Dig deeper without slowing down

Track sectors and companies' performance, compare peers, and discover the drivers behind inflection points with a new standard of depth and context.

AI adoption is full speed ahead

Help ensure your analysis is thorough, your impact is visible, and your productivity stays high.

Discover more with fewer clicks

Data that matters

Carry conversations with data

For banking

Detailed analysis of company profiles

Assessing credit and private credit risk

Determining pricing and prospecting

Fundamental credit analysis leveraging Moody’s Ratings methodology

Screening with Moody’s company financials

Reporting and tracking

Company onboarding

For asset managers

Analyze and screen organizations using Moody’s Ratings scorecard methodology

Perform credit analysis on rated, public and private companies

Monitor portfolios and screen for opportunities

Inform internal reports, RFPs and pitch deck creation

For corporates

Precision targeting with strategic analytics

Sales intelligence for pipeline acceleration

Counterparty risk analysis

Book & explore

Speak with a solutions specialist

Who We Serve

Solutions

Capabilities

Contact Us

Moody's Integrity Hotline

Company Information

Regulatory

Research Assistant

Gen AI-powered decision intelligence

Stop gathering data. Start using it. Skip the heavy lifting with compiled company financials, proprietary research, filings, timely market data, and even web search, so you can dive deeper into your analysis.

Skip the sifting and get the answers Move quickly and effortlessly from question to clarity without wading through endless content.

Capabilities to streamline your process

Analysis grounded in decades of experience

Test your assumptions and power your analysis with decades of analytical rigor and Moody’s advanced proprietary frameworks.

Dig deeper without slowing down

Track sectors and companies' performance, compare peers, and discover the drivers behind inflection points with a new standard of depth and context.

AI adoption is full speed ahead

Help ensure your analysis is thorough, your impact is visible, and your productivity stays high.

Discover more with fewer clicks

Data that matters

Carry conversations with data

For banking

Detailed analysis of company profiles

Assessing credit and private credit risk

Determining pricing and prospecting

Fundamental credit analysis leveraging Moody’s Ratings methodology

Screening with Moody’s company financials

Reporting and tracking

Company onboarding

For asset managers

Analyze and screen organizations using Moody’s Ratings scorecard methodology

Perform credit analysis on rated, public and private companies

Monitor portfolios and screen for opportunities

Inform internal reports, RFPs and pitch deck creation

For corporates

Precision targeting with strategic analytics

Sales intelligence for pipeline acceleration

Counterparty risk analysis

Book & explore

Speak with a solutions specialist

Who We Serve

Solutions

Capabilities

Contact Us

Moody's Integrity Hotline

Company Information

Regulatory

Stop gathering data. Start using it.
Skip the heavy lifting with compiled company financials, proprietary research, filings, timely market data, and even web search, so you can dive deeper into your analysis.

Skip the sifting and get the answers
Move quickly and effortlessly from question to clarity without wading through endless content.

Dig deeper without slowing down 

Track sectors and companies' performance, compare peers, and discover the drivers behind inflection points with a new standard of depth and context.

Perform credit analysis on rated, public and private companies  