1. Your clients now have access to more financial information than at any time in history -- yet of course still expect
you to know more than they do. Standard & Poor’s MarketScope Advisor instantly gathers and delivers the kind
of focused, timely investment analysis and information you need to answer their most informed questions, and at
the same time offer them creative new ideas. With MarketScope Advisor, it’s easier than ever to initiate the
kinds of meaningful conversations they turn to you for, backed by a depth of analytical firepower they won't find
anywhere else.
Introducing MarketScope Advisor, a new way for advisors to use Standard & Poor’s highly-respected inde-
pendent investment research and advanced market insight to inspire ongoing client discussions, deeper strategic
analyses and more productive investor relationships. For example:
1. A top client calls about a major market move, concerned about how it may affect his holdings.
2. You look at his portfolio, then turn to MarketScope Advisor, using its advanced new interface to
quickly scan through S&P’s review of the move.
3. Running through related S&P investment ideas, you consider choices among stocks, funds and
ETF’s. S&P’s clear and concise market and investment insights help you crystallize your thoughts to
develop quick talking points while your client is still on the phone.
4. You comfortably offer an analysis, and suggest specific options for his consideration.
Now you can:
■ Offer more value to your clients by quickly addressing the questions that concern them most, backed by
fresh perspectives on markets, global economics, sectors and stocks, in language they can relate to.
■ Draw on unique Standard & Poor’s content to augment your own insights, with special points you can use
to make client conversations even more productive.
■ Help your clients make sense of the investment impact of major events, market moves, late-breaking
news, research updates, geopolitical developments, and more.
Don’t just follow the market—
MarketScope it.
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 fin-
gertips, 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 analy-
sis, including Standard & Poor’s
Stock Reports and unique analyti-
cal studies. Now you can quickly
and easily move from a breaking
MarketScope story, to a broad eco-
nomic overview, to a broad view of a
sector, to a detailed analysis of a
stock, to a balanced view of a peer
group – and back again.
More relevant content.
MarketScope Advisor’s articles take
a fresh, story-based approach,
beginning with situational sum-
maries, moving through analyses of
potential market impacts, and con-
tinuing with suggested opportunities
and strategies. You can use this
content to underscore your value to
clients by quickly delivering a new
depth of analysis, grounded in the
pragmatic insights of S&P’s best
analytical minds, and presented in
terms that are at once clear and
sophisticated. continued on page 2 > >
Introducing Standard & Poor’s MarketScope®
Advisor.
It’s like having an S&P equity analyst right in your office.
2. ■
■ MarketView: When you need an update on everything from market moving stocks, Standard & Poor’s STARS upgrades/down-
grades, 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.
■
■ MarketScan: Stay on top of market commentary, updated market indices, hot topics and breaking news so you can proactively
manage client conversations.
■
■ 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 themes such as to lifestyle, globalization, political, energy,
healthcare, technology, real estate and more. Also search by ticker, company name or keyword. Also view potential opportunities in
stocks, ETFs, funds and sectors based on these trends.
■
■ 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.
■
■ Favorites: Quickly access favorite articles or news that you’d like to communicate to your clients. This area provides a custom
virtual library for your favorite stories, events, news, reports and analysis.
■
■ 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.
■
■ Portfolios: Use our model portfolios as a guide to create your own customized client portfolios. This module contains 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.
Introducing MarketScope Advisor — a new way for advisors to use Standard & Poor’s highly-respected independent investment
research and advanced market insight to frame ongoing client discussions and strategic analyses, and develop more productive investor
relationships. For more information, e-mail msa@standardandpoors.com, call your S&P sales representative, or call 1.800.523.4534.
< < continued from page 1 08/08
7 Customizable Views
Advisors can organize their desk space by expanding and collapsing certain modules:
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■ MarketView
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■ MarketScan
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■ Trendscope
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■ Portfolios
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■ Calendars
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■ Favorites
■
■ Rankings
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