Managed Solutions

Customized solutions to help you work faster and focus on what matters.

Capture detailed information across asset classes.¹

Get portfolio, benchmark and market data standardized in one integrated dataset.

• Unified structure for reporting, analytics and research
• Prepared data that can easily be used in any MSCI service or internal process

• Over 950 automated quality checks daily on collected data with expanding diagnostic tool set
• Rejected asset remediation with proxy-to-cash, rule-based proxy and user-asset modeling
• Multiple market value verifications including running data feeds through holdings-level reconciliation

• High-quality data feeds MSCI analytics, client applications and data warehouses

We offer standard, regulatory and customizable reports.

We subject our analytics to a robust validation process that:

• Monitors changes in risk statistics regarding last reporting cycle
• Investigates breaches and reports likely causes
• Proposes solutions to avoid recurrences
• Issues reports on validation results after each processing

Clients gain transparency on the results of the analytics validation, receiving a report after each processing:

• Ready-to-use sustainability, liquidity and other reports leveraging MSCI’s expertise
• Position-level analytics and other detailed reporting, efficient integration, and easily consumed files covering full investment universe, programmed to your specification
• Produced via MSCI’s high-volume batch processing infrastructure, covering multiple report formats

Specialists oversee your processes and maintain business continuity.

• Process monitoring, disaster recovery, user acceptance environment included
• 24/7 availability
• 70 million imported positions processed daily
• One trillion asset valuations processed daily

We dive deep to identify how best to address pain points and streamline operations.

• Evaluate operations holistically to identify gaps and opportunities
• Assess opportunities for improving data strategy
• Understand trade-offs between cloud computing and on-premise solutions
• Improve efficiency and total cost of ownership over time
• Proof of concept

Achieve peak efficiency faster with expert setup, installation and integration.

• Project management support for scope, launch, training, documentation and more
• Workflow automation, including data input and high-volume report generation
• Business process analysis to determine ideal output form/timing
• Data analysis support for asset class modeling, system diagnostics and proxy rule implementation
• Transition from implementation to live operation