1. Don’t just follow the market
MarketScope it.
Introducing Standard & Poor’s MarketScope® Advisor.
It’s like having an S&P analyst right in your office.
MarketScope® Advisor

2. assess
Advisors can access
market conditions...
...analyze market
conditions...
...and advise clients on
investment decisions.
analyze
advise

3. When there’s a shift in the market things happen fast, and as a
financial advisor, your clients come to you for information.
MarketScope Advisor gives you timely, concise, actionable investment
opinions and market analyses in an easy-to-use platform. From
providing valuable insights on headline news and current events
to helping you capitalize on shifts and trends in the market,
MarketScope Advisor gives you the ability to interact with your
clients in a whole new way.
● provide more relevant, targeted information within a deeper and broader market,
economic, equity and sector context.
● present “stock market stories” — not just news you can use, but today’s major
trends presented as stories clients can relate to. How do I react to volatile oil prices?
What are S&P’s views on investing in emerging markets? Growth or value?
Large-cap or small cap? — and all with specific, timely investment opinions.
● increase client collaboration and touch points.
Introducing
STANDARD & POOR’S
MarketScope Advisor

4. 7 New Customizable Modules
Advisors can organize their desk space by expanding and collapsing certain modules:
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■■ MarketView
■■ MarketScan
■■ Trendscope
■■ Calendars
■■ Favorites
■■ Rankings
■■ Portfolios
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Benefits
● Improved navigation. When a client calls with an urgent question, you don’t have time to search
the web for answers. MarketScope Advisor instantly puts the crucial information at your fingertips,
helping you get right to the point by accessing the full range of S&P content, organized for fast, easy
reference in a powerful new, modular user interface.
● Easy access to detailed analysis, including Standard & Poor’s Stock Reports and unique analytical
studies. Now you can quickly and easily move from a breaking MarketScope story, to a broad economic
overview, to a broad view of a sector, to a detailed analysis of a stock, to a balanced view of a peer group.
● You can use this content to reinforce your value by quickly delivering a new depth of analysis
grounded in the pragmatic insights of S&P’s best analytical minds.
■3

5. 5
● MarketView: When you need an update on everything from market moving stocks, Standard & Poor’s STARS
upgrades/downgrades, activity on the Street, merger talk, stock splits, to asset allocations and Standard & Poor’s
global outlook—MarketView enables you to respond to your client quickly---showing them that you’re on top of
your game.
MarketView
assess

6. 6
● MarketScan: Stay on top of market commentary, updated market indices, hot topics and breaking news so you can
proactively manage client conversations.
MarketScan
assess

7. ● Calendars: Remind clients about key market moving events so they’re better prepared for market moves. This tool
tells advisors which potential market moving events are coming up. They can view economic, Fed, IPO calendars
and more.
7
Calendars
analyze

8. ● Favorites: Quickly access favorite articles or news that you’d like to communicate to your clients. This area pro-
vides a custom virtual library for your favorite stories, events, news, reports and analysis.
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Favorites
analyze

9. ● Trendscope: Before you meet with clients, demonstrate your expertise by understanding how recent trends impact your
clients’ portfolios and how they should take action. Quickly search on popular life stage and international investing sec-
tors such as energy, healthcare, information technology, geopolitical developments, new technologies and more. Also
search by ticker, company name or keyword. Also view potential opportunities in stocks, ETFs, funds and sectors based on
these trends. 9
Trendscope
analyze

10. ● Rankings: You can keep clients abreast of S&P STARS rankings changes, and how these changes may impact your
clients’ portfolios. This module provides all the information you need on our STARS buy-hold-sell stock opinions as
well as details on 10 sectors including each sector’s market weighting, fundamental and technical outlooks, year-to-
date (YTD) performance and detailed information on their sub-industries.
10
Rankings
advise

11. ● Portfolios: Use our model portfolios as a guide to create your own customized client portfolios. This module con-
tains information on Standard & Poor’s proprietary model portfolios and enables advisors to access information on
over 14 Standard & Poor’s model portfolios based on a variety of different methodologies.
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Portfolios
advise

12. STANDARD & POOR’S
MarketScope® Advisor
It’s like having an S&P analyst right in your office.
FOR MORE INFORMATION, CONTACT YOUR S&P REPRESENTATIVE,
CALL 1-800-523-4534 (M–F, 8AM–8PM EST)
OR VISIT WWW.SP.MARKETSCOPE.COM.
The equity research reports and recommendations provided by Standard & Poor’s Equity Research are performed separately from any other analytic
activity of Standard & Poor’s. Standard & Poor’s Equity Research has no access to non-public information received by other units of Standard & Poor’s.
Standard & Poor’s does not trade on its own account.
The equity research reports and recommendations provided by Standard & Poor’s Equity Research are performed separately from any other analytic
activity of Standard & Poor’s. Standard & Poor’s Equity Research has no access to non-public information received by other units of Standard & Poor’s.
Standard & Poor’s does not trade on its own account.
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