About Us

S&P Investment Advisory Services (SPIAS), is part of S&P Global Market Intelligence, a division of S&P Global.


S&P Investment Advisory Services (SPIAS), is part of S&P Global Market Intelligence, a division of S&P Global.

Since 1995, SPIAS has provided non-discretionary investment advice on multi-manager, equity and, fixed income strategies. SPIAS acts as a sub-advisor to institutional investment managers, and offers the same institutional-grade investment advice to our financial intermediary clients through model portfolios.

As part of S&P Global, the world’s foremost provider of credit ratings, benchmarks and analytics, the SPIAS team is able to use internal resources to create a unique set of strategies for different investment objectives.

SPIAS History

SPIAS’ products and services offer scalability and improved efficiencies, including more investment choices, diversification, and flexibility.

Members of our investment team actively participate in thought leadership engagements, appearing in the financial media and at conferences or other industry events. Our Portfolio Strategy Committee averages over 20 years of industry experience and many hold a Master of Business Administration or other advanced degrees, as well as credentials such as the Chartered Financial Analyst® designation.

Regional Investment Consultants cover every U.S. region, tailoring SPIAS’ global approach to specific local needs. They work closely with the investment team to be a resource for timely information about SPIAS model portfolios.

Our Philosophy

Partnership with Advisors

We aim to be a partner to our financial advisors, not just a product provider.

The SPIAS team works together with financial advisors to help meet investment objectives with our model portfolios, but we also want to be a resource for their practices. We offer a number of programs to support our clients, including: participation in conferences and events, market and event driven updates, and ongoing model portfolio commentary and research. Your Regional Investment Consultant can provide additional information on our advisor support programs.

Risk-Adjusted Returns

SPIAS strategies are designed to focus on risk-adjusted, long-term capital appreciation.

Our belief in balancing the amount of risk involved in portfolio returns is embedded in our strategies’ investment processes. For example, the S&P 4 uses proprietary Quality Rankings in its selection process. The MAPs’ blended qualitative and quantitative investment process includes input from the Portfolio Strategy Committee, where risks are addressed collectively at the decision-making level.

Helping Advisors Invest & Manage Efficiently

Both institutional investors and financial advisors look to specialized investment managers, like SPIAS, for advice on portions of their portfolios.

Outsourcing to a third party asset manager allows advisors to focus on core activities, like relationship building and practice management, to maximize value for investors and grow their book of business.

Advisors can enjoy a wide range of benefits from outsourcing client portfolios, including:

  • More time to spend with clients
  • The ability to grow more efficiently
  • The ability to develop a more consistent investment management process for the firm
  • The ability to offer a wider array of investment products
  • Institutional level due diligence and monitoring

Want to learn more about the benefits of partnering with SPIAS? Your Regional Investment Consultant can provide support and examples of current clients’ transitions to third party managers.