Moody's Equity Fund Assessment

As demand continues to grow for independent analysis of sustainable financing frameworks, Moody’s is here to support you. Our market-innovating Second Party Opinions (SPOs) of green, social, sustainability and sustainability-linked bonds and loans bring clarity to the sustainability impact of financing frameworks and instruments and their alignment to market standards. SPOs help issuers communicate their sustainability objectives with key stakeholders, and may facilitate customers’ access to capital.

EXPLORE THE BENEFITS OF A

Equity Fund Assessment

Helps equity funds position themselves with market participants

Support your finance strategy

May attract and access funding from responsible investors

Diversify and extend your investor base

May result in attractive funding costs, improved deal execution and increased subscription levels

Provides a tool for comparison to measure historical performance relative to funds employing a similar investment strategy, as well as on the quality of the fund manager

Communicate your sustainability development and initiatives

Strengthen corporate sustainability initiatives

Demonstrate your project's contribution to sustainability, your commitment to innovation and sustainable development

Assess how proceeds of bonds and loans contribute and align to sustainability principles

Increase transparency with market participants

Allows you to clearly demonstrate a transaction’s sustainability value among investors, regulators and peers

Provide visibility to investors and lenders on reporting of your instrument and financing framework

Typical uses

Can be requested by equity funds seeking to position their investment quality relative to funds with a similar strategy

Analytical Coverage

For rated organizations, typically the lead analyst will conduct the RAS analysis

For unrated organizations, a lead analyst will be determined based on sector experience and analytical availability

RAS outcomes are determined by a RAS committee

Note: The assessments are not opinions on prospective performance of a fund with respect to asset appreciation, volatility of net asset value or yield. They are not intended to be used to compare funds in different countries or even funds in the same country that are pursuing different investment strategies (e.g. balanced funds vs. equity funds). Available in Mexico, Argentina, and Brazil only