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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.

Click here to access all publicly available SPOs published since October 2022

Click here to a view a selection of SPOs published prior to October 2022

EXPLORE THE BENEFITS OF A

Investment Manager Quality Assessment

An independent, third party evaluation of manager's overall organizational quality at the company or business unit level
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
A means of differentiation among rated and non-rated managers
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
Continuously monitored
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
FEATURES
The MQ assessment incorporates Moody's analysis of the investment management activities and other management characteristics including, as applicable, the performance of its product offerings, its financial profile and client servicing performance
Unlike Moody's credit ratings, a Moody's MQ assessment does not indicate a company's ability to repay a fixed-financial obligation, or satisfy contractual financial obligations either in its own right or any that may have been entered into through actively managed portfolios
Typical uses

For Managed Investments

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 MQ assessment is not intended to consider the prospective performance of a portfolio, mutual fund or other investment vehicle with respect to appreciation, volatility of net asset value, or yield.