Morningstar

Overview: Morningstar is a leading financial information services and research firm based in Chicago. Founded in 1984 to track mutual fund performance, its leading products now include: Equity, mutual fund and ETF research, ratings and picks Portfolio tools Option, hedge fund, IRA, 401(k) and 529 plan research Investment consulting Asset management services Financial magazines Inc. …

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Lipper

Lipper Overview: Lipper Analytic Services was founded in 1973 by Michael Lipper to track mutual fund performance. In 1998 he sold the firm to what is today Thomson Reuters. Lipper is headquartered in New York and offers these products: Mutual fund and hedge fund analysis, ratings and indices Publishing services for institutions Fiduciary and retirment …

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Equifax

Overview: Equifax is one of the three leading consumer credit reporting bureaus. Headquartered in Atlanta, Equifax was founded in 1899. Its major lines of business include: Consumer and business credit reports Portfolio management Fraud detection Decision support technology Business marketing tools The calculation and reporting of FICO scores is the best-known output of the firm …

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D&B;

See More About financial firms securities research information technology Overview: D&B;, or Dun & Bradstreet, is a long-established name in business information services, founded in 1841 as the Mercantile Agency. D&B; is headquartered in Short Hills, NJ. D&B;’s major product lines include: Business Credit Reports Company Lists and Company Information Supplier Information Reports Hoover’s Business …

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Standard & Poor’s

Overview: Standard & Poor’s (S&P;) is a division of publicly-traded McGraw-Hill, headquartered in New York. Its main lines of business include: Credit Ratings Market Indices Investment Research Risk Evaluation Financial Data and Information Job Openings: See this current list of job openings. Size: Standard & Poor’s reports these figures as of June, 2008: Employees = …

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Moody’s

Overview: Moody’s Corporation is a publicly-traded company headquartered in New York. Its subsidiaries are: Moody’s Investors Service Moody’s KMV (credit analysis tools) Moody’s Economy.com (economic research and data) Moody’s Wall Street Analytics (structured finance software and analysis) The main lines of business in the principal subsidiary, Moody’s Investors Service, are: Credit Ratings Investment Research Risk …

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Fitch

Overview: Fitch Ratings has dual headquarters in New York and London. It is a majority-owned subsidiary of Fimalac, which is headquartered in Paris. For Fitch, the main lines of business include: Credit Ratings Derivatives Ratings Structured Finance Surveillance Analytical Training (credit analysis, corporate and structured finance) Job Openings: See this list of current job openings. …

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Egan-Jones Ratings

Overview: The Egan-Jones Ratings Company is a privately held ratings agency headquartered in the Philadelphia suburb of Haverford, Pennsylvania, named for its founding partners and employing only 20 persons. Long after all major competitors moved to being compensated by the companies or government entities whose securities they rate, Egan-Jones has clung to the older model …

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A.M. Best

A.M. Best Overview: A.M. Best was founded in 1899 by Alfred M. Best, now headquartered in Oldwick, NJ. It has branch offices in London (since 1997) and Hong Kong (since 2000). Its main lines of business include: Insurance Company Ratings Insurance Company Debt Ratings Bank Ratings Hospital and Health Care System Ratings A.M. Best added …

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Rating Agency Reforms

Rating Agency Reforms Overview: Rating agencies have long been under criticism both for conflicts of interest and for the quality of their output. These criticisms have only intensified in the wake of the 2008 financial crisis, during which rating agencies did a notoriously poor job collectively. The principal charges leveled against them are: Rating agencies …

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