Standard&Poor's Releases Investment Tools for Advisers

The firm said the tool is in response to increasing numbers of advisers using a comprehensive wealth management approach to serve their clients’ needs. Standard & Poor’s said it will provide expanded coverage across the entire wealth management spectrum of products and asset classes including stocks, exchange-traded funds (ETFs), mutual funds, variable annuities, and fixed income, according to a news release.

In addition to expanded asset class coverage, MSA will provide interactive tools such as watchlists and hypothetical and model portfolios that enable advisers to stay connected to the market and their investments, the company said. MSA also includes analytical tools that allow for combined screening of quantitative and qualitative elements that are valuable for asset selection and diversified portfolio investing.

MSA, can be customized and “integrates seamlessly into the work environment, offering added benefits of portability and flexibility,” according to the release.

“Now, more than ever, financial advisers who are using a holistic approach to wealth management need a central source of real-time qualitative multi-asset class analysis, thematic research, strategic asset allocation, and market commentary,” said Andrea Remyn, a managing director in Standard & Poor’s Equity Research.