Case Study: Moody's Analytics achieves streamlined, secure Social Performance Assessment documentation with EthosData

Moody’s Analytics Uses EthosData Data Room Platform for its Social Performance Assessments

Moody’s Analytics, a unit of Moody’s Corporation, provides Social Performance Assessments (SPAs) for microfinance institutions to evaluate how well they meet social objectives. To complete SPAs, Moody’s Analytics needed a secure, user‑friendly way to manage large volumes of documentation and a complex, customizable permission structure across many parties, so they engaged EthosData’s virtual data room platform.

EthosData implemented a secure, award‑winning virtual data room tailored to the SPA workflow with granular access controls, email alerts and 24/7 support; the solution was designed and launched in two months. The EthosData platform is now used by all MFIs that have gone through the SPA process, supporting management of documentation tied to 6 key factors (140+ sub‑factors and ~400 indicators), significantly reducing administrative work while increasing transparency and security.

Moody's Analytics

Jody Rasch

SVP Social Performance Group