Asset Management
What's New In Investments, Funds? – Moody's, MSCI, TDK Ventures
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.
MSCI, Moody's
MSCI, the provider of
investment indices, and Moody’s, the rating
agency and risk intelligence group, say they have built a new
solution to provide independent risk assessments for private
credit investments.
The offering, designed to help risk assessments at scale, comes at a time when the private credit market has grown as a field attracting investors such as family offices, private banks and high net worth individuals.
Discussing this growth, the firm said: “consistent standards and better tools have become essential for investors to assess, compare and communicate the risk of their investments.”
MSCI offers data from more than 2,800 private credit funds and 14,000-plus individual underlying companies. As part of this joint offering, Moody’s will extend its flagship EDF-X models into MSCI’s private credit solutions. EDF-X delivers risk insights using credit models and early warning signals to help investors assess the financial strength of public and private companies globally.
The combination of Moody’s flagship EDF-X credit risk modelling solutions with MSCI’s universe of private credit investment data will produce proprietary third-party risk assessments for private credit investments available at the underlying company.
“As the private credit market evolves, investors are looking for trusted independent assessments to help benchmark credit risk and inform investments and monitor portfolios,” Rob Fauber, president and CEO of Moody’s, said. “Our partnership with MSCI will play a critical role in providing these insights, helping market participants make informed decisions.”
TDK Ventures
Tokyo-listed TDK
Corporation has launched Fund 3 via its venture capital
subsidiary, TDK Ventures.
The new fund is $150 million commitment; it takes TDK Ventures’ total assets under management to $500 million.
Fund 3, which succeeds Fund 2, uses the previous entity’s strategy in targeting Seed to Series B early-stage startups.
The fund is attuned to areas such as AI, advanced computing, data centres, materials, climate technology, robotics, bio manufacturing, space, agriculture tech, mobility, and aquaculture.
TDK Ventures was established in 2019 as a wholly owned subsidiary
of TDK Corporation.
