About Us
Our mission is to empower investor success. The investing ecosystem is complex, and navigating it with confidence requires a trusted, independent voice.
We are a leading global provider of independent investment insights. Our core competencies are research, design, and technology, and we employ each of these to create products built on the depth and breadth of our data that are designed to clearly convey complex investment information. We offer a variety of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets; financial advisors and wealth managers; alliances and redistributors; asset managers; retirement plan providers, advisors, and sponsors; and issuers and arrangers of fixed-income securities.
For more on how we run the business, please refer to our philosophy.
Shareholder Engagement
We strive to communicate with candor and tell you the unvarnished truth about our business. Our goal is to communicate equally with all shareholders, without special treatment for large shareholders or research analysts. We do not host quarterly earnings calls, and our executives do not generally participate in one-on-one meetings with institutional shareholders; encouraging a focus on short-term results is inconsistent with our mission to empower investor success over the long-term. Instead, we answer your questions in written form on a regular basis, and we make these answers available to all shareholders at the same time here and in 8-K filings. We encourage all interested parties to submit any questions about the business here.
Our Strategy
Our strategy is to deliver insights and experiences that make us essential to the investor workflow. Proprietary data sets, meaningful analytics, independent research, and effective investment strategies are at the core of the powerful digital solutions that investors across our different client segments rely on. We have a keen focus on innovation across data, research, product, and delivery so that we can effectively cater to the evolving needs and expectations of investors globally.