ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please
AXA EQUITABLE
S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing ADP - 401(K) CONTRIBUTION (CALCULATOR) If so, enter the appropriate percentage of match for your desired level of contribution. For example, if your employer offers a two-tiered program with a 100% match on contributions of up to 3% plus a 50% match on contribution amounts over 3% up to a maximum of 6%, enter 100% on 3% as the 1st Tier and 50% on 3% as the 2nd Tier. Employer matches
BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. ADP - ROTH 401(K) (CALCULATOR) - SS&C TECHNOLOGIES Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please AXA EQUITABLE
S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing ADP - 401(K) CONTRIBUTION (CALCULATOR) If so, enter the appropriate percentage of match for your desired level of contribution. For example, if your employer offers a two-tiered program with a 100% match on contributions of up to 3% plus a 50% match on contribution amounts over 3% up to a maximum of 6%, enter 100% on 3% as the 1st Tier and 50% on 3% as the 2nd Tier. Employer matches
BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. ADP - ROTH 401(K) (CALCULATOR) - SS&C TECHNOLOGIES Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please ADP - ROTH 401(K) (CALCULATOR) Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. S&P GLOBAL RATINGS
Short Term Debt Data Collection is a Platform wherein the S&P Global Ratings Customers have to update their quarterly Commercial Paper Usage. Commercial Paper (CP) - an unsecured, short-term debt instrument issued by a corporation, typically for the financing of accounts receivable, inventories and meeting short-term liabilities. AXA EQUITABLE
The total value of the fund is still $100, and the NAV (again assuming $2 in management fees and 20 shares outstanding) is $4.90. Assume the fund then distributes that $1 in income to fund shareholders. The distribution is equal to five cents per share. The total value of the fund is now $99, and the net asset value of each share is $4.85. ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing S&P GLOBAL RATINGS
S&P Global Ratings
BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility ADP - 401(K) CONTRIBUTION (CALCULATOR) If so, enter the appropriate percentage of match for your desired level of contribution. For example, if your employer offers a two-tiered program with a 100% match on contributions of up to 3% plus a 50% match on contribution amounts over 3% up to a maximum of 6%, enter 100% on 3% as the 1st Tier and 50% on 3% as the 2nd Tier. Employer matches
ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. ADP - ROTH 401(K) (CALCULATOR) - SS&C TECHNOLOGIES Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing S&P GLOBAL RATINGS
S&P Global Ratings
BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility ADP - 401(K) CONTRIBUTION (CALCULATOR) If so, enter the appropriate percentage of match for your desired level of contribution. For example, if your employer offers a two-tiered program with a 100% match on contributions of up to 3% plus a 50% match on contribution amounts over 3% up to a maximum of 6%, enter 100% on 3% as the 1st Tier and 50% on 3% as the 2nd Tier. Employer matches
ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. ADP - ROTH 401(K) (CALCULATOR) - SS&C TECHNOLOGIES Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. SS&C TECHNOLOGIES
Performance Measurement & Attribution. Portfolio Management. Reconciliation & Data Collection. Risk & Compliance. Trading & Settlement. SS&C GlobeOp. Global Wealth Platform (GWP) Sightline. Vision FI.
S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please S&P GLOBAL RATINGS
S&P Global Ratings
ADP - BORROWING FROM A 401(K) (CALCULATOR) Generally, higher target returns carry greater risk. Generally, you can only borrow up to 50% of your vested account balance, up to a maximum of $50,000. Your employer may have different plan-specific limits. Many 401 (k) loans charge one to two points above the prime interest rate. If the IRA holder turns 72 this year, he or she can defer the
S&P GLOBAL RATINGS
Short Term Debt Data Collection is a Platform wherein the S&P Global Ratings Customers have to update their quarterly Commercial Paper Usage. Commercial Paper (CP) - an unsecured, short-term debt instrument issued by a corporation, typically for the financing of accounts receivable, inventories and meeting short-term liabilities. RETIREMENT PLANNER
How many years do you plan to spend in retirement? 1. 13. 26. 38. 50. Value:
ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing S&P GLOBAL RATINGS
S&P Global Ratings
BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility ADP - 401(K) CONTRIBUTION (CALCULATOR) If so, enter the appropriate percentage of match for your desired level of contribution. For example, if your employer offers a two-tiered program with a 100% match on contributions of up to 3% plus a 50% match on contribution amounts over 3% up to a maximum of 6%, enter 100% on 3% as the 1st Tier and 50% on 3% as the 2nd Tier. Employer matches
ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. ADP - ROTH 401(K) (CALCULATOR) - SS&C TECHNOLOGIES Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing S&P GLOBAL RATINGS
S&P Global Ratings
BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility ADP - 401(K) CONTRIBUTION (CALCULATOR) If so, enter the appropriate percentage of match for your desired level of contribution. For example, if your employer offers a two-tiered program with a 100% match on contributions of up to 3% plus a 50% match on contribution amounts over 3% up to a maximum of 6%, enter 100% on 3% as the 1st Tier and 50% on 3% as the 2nd Tier. Employer matches
ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. ADP - ROTH 401(K) (CALCULATOR) - SS&C TECHNOLOGIES Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. SS&C TECHNOLOGIES
Performance Measurement & Attribution. Portfolio Management. Reconciliation & Data Collection. Risk & Compliance. Trading & Settlement. SS&C GlobeOp. Global Wealth Platform (GWP) Sightline. Vision FI.
S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEM S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please S&P GLOBAL RATINGS
S&P Global Ratings
ADP - BORROWING FROM A 401(K) (CALCULATOR) Generally, higher target returns carry greater risk. Generally, you can only borrow up to 50% of your vested account balance, up to a maximum of $50,000. Your employer may have different plan-specific limits. Many 401 (k) loans charge one to two points above the prime interest rate. If the IRA holder turns 72 this year, he or she can defer the
S&P GLOBAL RATINGS
Short Term Debt Data Collection is a Platform wherein the S&P Global Ratings Customers have to update their quarterly Commercial Paper Usage. Commercial Paper (CP) - an unsecured, short-term debt instrument issued by a corporation, typically for the financing of accounts receivable, inventories and meeting short-term liabilities. RETIREMENT PLANNER
How many years do you plan to spend in retirement? 1. 13. 26. 38. 50. Value:
ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing SS&C TECHNOLOGIES
Performance Measurement & Attribution. Portfolio Management. Reconciliation & Data Collection. Risk & Compliance. Trading & Settlement. SS&C GlobeOp. Global Wealth Platform (GWP) Sightline. Vision FI.
FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. WWW.STANDARDANDPOORS.COM Found. The document has moved here. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEMGLOBAL CREDIT PORTAL S P
S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please LOGIN - S&P GLOBAL RATINGS Please choose from the following systems available: Funds Data Collection. Short Term Debt (SHTD) Data Collection. BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing SS&C TECHNOLOGIES
Performance Measurement & Attribution. Portfolio Management. Reconciliation & Data Collection. Risk & Compliance. Trading & Settlement. SS&C GlobeOp. Global Wealth Platform (GWP) Sightline. Vision FI.
FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEMGLOBAL CREDIT PORTAL S P
S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please LOGIN - S&P GLOBAL RATINGS Please choose from the following systems available: Funds Data Collection. Short Term Debt (SHTD) Data Collection. S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility ADP - 401(K) CONTRIBUTION (CALCULATOR) If so, enter the appropriate percentage of match for your desired level of contribution. For example, if your employer offers a two-tiered program with a 100% match on contributions of up to 3% plus a 50% match on contribution amounts over 3% up to a maximum of 6%, enter 100% on 3% as the 1st Tier and 50% on 3% as the 2nd Tier. Employer matches
AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. WWW.STANDARDANDPOORS.COM Found. The document has moved here. SS&C TECHNOLOGIES
Performance Measurement & Attribution. Portfolio Management. Reconciliation & Data Collection. Risk & Compliance. Trading & Settlement. SS&C GlobeOp. Global Wealth Platform (GWP) Sightline. Vision FI.
S&P GLOBAL RATINGS
Found. The document has moved here. LOGIN - S&P GLOBAL RATINGS Please choose from the following systems available: Funds Data Collection. Short Term Debt (SHTD) Data Collection. ADP - ROTH 401(K) (CALCULATOR) - SS&C TECHNOLOGIES Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. S&P GLOBAL RATINGS
S&P Global Ratings
RETIREMENT PLANNER
How many years do you plan to spend in retirement? 1. 13. 26. 38. 50. Value:
S&P GLOBAL RATINGS
Short Term Debt Data Collection is a Platform wherein the S&P Global Ratings Customers have to update their quarterly Commercial Paper Usage. Commercial Paper (CP) - an unsecured, short-term debt instrument issued by a corporation, typically for the financing of accounts receivable, inventories and meeting short-term liabilities. ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing SS&C TECHNOLOGIES
Performance Measurement & Attribution. Portfolio Management. Reconciliation & Data Collection. Risk & Compliance. Trading & Settlement. SS&C GlobeOp. Global Wealth Platform (GWP) Sightline. Vision FI.
FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. WWW.STANDARDANDPOORS.COM Found. The document has moved here. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEMGLOBAL CREDIT PORTAL S P
S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please LOGIN - S&P GLOBAL RATINGS Please choose from the following systems available: Funds Data Collection. Short Term Debt (SHTD) Data Collection. BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. ENTERPRISE DATA EXCHANGE EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing SS&C TECHNOLOGIES
Performance Measurement & Attribution. Portfolio Management. Reconciliation & Data Collection. Risk & Compliance. Trading & Settlement. SS&C GlobeOp. Global Wealth Platform (GWP) Sightline. Vision FI.
FCONDEMAND - HIGH NET WORTH - S&P GLOBAL RATINGS Moreover, many LPs require investors to be accredited (i.e., they must meet certain minimum income and net worth requirements). Typically, investors are required to have an investable net worth of over $1 million and annual income of over $200,000. In other words, LPs have barriers to entry, and once you're in, it may be difficult to get out. WWW.STANDARDANDPOORS.COM Found. The document has moved here. S&P GLOBAL RATINGS: FUNDS DATA COLLECTION SYSTEMGLOBAL CREDIT PORTAL S P
S&P Global Ratings. Funds Data Collection System. ATTENTION :As of Friday, May 19th 2017, Bond Fund and Liquidity Assessment submissions will no longer present an ’ S&P Ratings ’ table on the portfolio submission page. These data fields are no longer required to be filled out on a monthly basis. HINT: If you have an issue logging in please LOGIN - S&P GLOBAL RATINGS Please choose from the following systems available: Funds Data Collection. Short Term Debt (SHTD) Data Collection. BLACKROCK - ROTH IRA CONVERSION ANALYZER (CALCULATOR) Roth Conversion Analyzer. If you already have a traditional IRA or a qualified employer-sponsored plan, such as a 401 (k) plan, you may qualify to convert it to a Roth IRA. Depending upon your personal financial situation, a Roth IRA conversion could potentially provide a tax-adjusted benefit over time, provided you meet the eligibility S&P GLOBAL : ENTERPRISE DATA EXCHANGE LOGIN EDX is a secure, multi-protocol, workflow based managed file transfer solution utilized by S&P Global to exchange data with our business partners and customers and provides the following: Support for all major file transfer standards, security for sensitive file transfers, and enhanced functionality for file management, archiving, routing AMERIPRISE FINANCIAL A big concern for anyone nearing retirement is how long their retirement savings will last. The average retiree may need as much as 20 years of income at age 65, and many retirees need 30 years or more. ADP - ASSET ALLOCATION PROFILER (CALCULATOR) In making this and other calculators available for your use on this Website, ADP makes no recommendation regarding the appropriateness of any contribution amount or type, withdrawal or withdrawal rate, loan, or asset allocation. If the IRA holder turns 72 this year, he or she can defer the first distribution until April 1 of the next year. WWW.STANDARDANDPOORS.COM Found. The document has moved here. SS&C TECHNOLOGIES
Performance Measurement & Attribution. Portfolio Management. Reconciliation & Data Collection. Risk & Compliance. Trading & Settlement. SS&C GlobeOp. Global Wealth Platform (GWP) Sightline. Vision FI.
S&P GLOBAL RATINGS
Found. The document has moved here. LOGIN - S&P GLOBAL RATINGS Please choose from the following systems available: Funds Data Collection. Short Term Debt (SHTD) Data Collection. ADP - ROTH 401(K) (CALCULATOR) - SS&C TECHNOLOGIES Calculator is provided by SS&C.SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. S&P GLOBAL RATINGS
S&P Global Ratings
RETIREMENT PLANNER
How many years do you plan to spend in retirement? 1. 13. 26. 38. 50. Value:
S&P GLOBAL RATINGS
Short Term Debt Data Collection is a Platform wherein the S&P Global Ratings Customers have to update their quarterly Commercial Paper Usage. Commercial Paper (CP) - an unsecured, short-term debt instrument issued by a corporation, typically for the financing of accounts receivable, inventories and meeting short-term liabilities. ×
By continuing to use this site, you are agreeing to our use of cookies. Review our Privacy & Cookie Notice .
* __ Americas (English) * Select a region to view that regional site. Hover over a region and select the star to set as your default region, if available. * Americas
* __ Americas (English) __ * Latin America (Spanish) __ * Latin America (Portuguese) __ * Europe, MiddleEast, Africa * Europe __
* Maalot
* Russia __
* Asia
* Australia/New Zealand __ * Asia (English) __
* Japan __
* S&P Affiliates
* India - Crisil
* Taiwan Ratings
* __ Contact
* __ Feedback
S&P Global Ratings
In 26 countries around the world and a history that dates back more than 150 years, S&P Global Ratings provides high-quality market intelligence in the form of credit ratings, research, and thought leadership.
Find
* Entity
* CUSIP
* CINS
* ISIN
* Browse Ratings By Practice ACTIONS & CRITERIA
* Ratings Actions
* Press Releases
* Ratings Criteria and Models * Requests for Comment REGULATORY
* Disclosures
* Form NRSRO
* Policies & Code of Conduct * Credit Rating History * Ratings Definitions * Significant Criteria and Model Errors RATINGS RESOURCES
* Understanding Ratings * Research & Analysis * Products & Capabilities COMPANY INFO
* About Us
* Newsroom
* Contact Us
* Careers at S&P Global Ratings S&P Dow Jones Indices S&P Dow Jones Indices is the world's largest, global resource for index-based concepts, data and research. Home to iconic financial market indicators, such as the S&P 500 and the Dow Jones Industrial Average, S&P Dow Jones Indices has over 120 years of experience constructing innovative and transparent solutions that fulfill the needs of institutional and retail investors. Visit Site __
* Indexology® Blog
An industry recognized blog dedicated to current investment trends and index innovation.
* Careers at S&P Dow Jones Indices S&P Global Market Intelligence S&P Global Market Intelligence is a leading provider of multi-asset class data and research, delivered through innovative platforms, and coupled with insightful analysis. We cover 99% of the world's total market capitalization and harness 135 billion data points a year. We aspire to be more than a financial intelligence provider. We want to be a catalyst for growth, transparency, and value creation in the global capital markets. Visit Site __
* S&P Global Market Intelligence Insights *
Stay ahead of the curve on today's markets with "Insights" — the new blog from S&P Global Market Intelligence * Insightful Events
S&P Global Market Intelligence events cover topics ranging from mergers and acquisitions to project finance and infrastructure. * Careers at S&P Global Market Intelligence *
Whatever your background or career level, S&P Global Market Intelligence offers a broad range of opportunities in technology, product development, sales and marketing, and more. * Legal Disclaimers
* Terms of Use
* Privacy and Cookie Notice * Do Not Sell My Personal Information Copyright © 2020 Standard & Poor's Financial Services LLC. All rights reserved.
* __
* __
* __
* __
* __
* __
Modal content
S&P Global Ratings Australia Pty Ltd holds Australian financial services license number 337565 under the Corporations Act 2001. S&P Global Ratings' credit ratings and related research are not intended for and must not be distributed to any person in Australia other than a wholesale client (as defined in Chapter 7 of the Corporations Act). Login as wholesale Proceed as Retail 
