Custom products and services are tailored to a client’s specific needs with regard to content, formatting, and delivery schedules.

Our specialized research solutions and support services include:

Portfolio Audits
MSCI Custom ESG Research analyzes client portfolios to verify compliance with established social and environmental investment guidelines. This service may also include an ongoing review of companies under consideration for inclusion in portfolios.

Examples of client-requested Portfolio Audits include audits for compliance with mission-based mandates, the United States Conference Bishops’ Guidelines, the Global Sullivan Principles, and ILO Core Labor Conventions.

Universe Reviews
MSCI Custom ESG Research can screen established or client-defined investment universes for client-specified social and environmental issues. These universes can be single-country or international, including developed and/or emerging markets.

Customized Buy Lists and Restricted Lists
MSCI Custom ESG Research can generate Buy Lists based on client-specified social and environmental investment guidelines. Buy Lists can be built around the MSCI ESG Research proprietary scoring and ranking system, enabling clients to track companies relative to their sector peers or a broader index-based universe.

Restricted lists identify companies that violate established social and environmental investment guidelines, and are typically used by asset managers to prevent the purchase of problematic equities for client accounts.

Investment Policy Development and Other Services
MSCI Custom ESG Research can provide other research and support services to accommodate ESG and social investing needs, such as the process for developing an ESG investment policy. Our team can help managers and their clients in developing practical social and environmental investment strategies. Other consulting products and services include the design and support of investment products that are designed for distribution by other financial institutions, attendance at investment committee meetings, and customized company reports.