Barra® PortfolioManagerConstruct, analyze, and optimize - all in one portfolio intelligence platform.
Clarity in complex markets
Barra® PortfolioManager is a cloud-based platform that enables equity investors to better navigate market complexity with clear insights into risk and return using MSCI’s trusted models and attribution methodologies.
Choose from traditional (Brinson), factor-based or hybrid frameworks for attribution.
Simulate diverse market conditions and style exposures over time or at specific points.
Design, optimize, and backtest investment strategies using MSCI Open Optimizer’s advanced engine, predictive analytics, and rich market and third-party data.
Understand peer fund drivers with Barra Peer Analytics to guide better research, evaluation and selection.
Automate holdings and asset data loading. Customize your analytics with proprietary factors, alphas, and portfolio-level attributes using Formula Builder.
Generate reports that capture end-to-end workflow and automate the reporting process with streamlined export options.
Interactive platform for the professionalEquity investor community
Flexible and customizable user interface that provides a comprehensive view of portfolio risks and thematic exposures.
Thematic exposures across transformative sectors
Portfolio risk attribution and factor contributions
As of May 2025.
Analytics designed for institutional portfolios
Built on MSCI’s long-standing modeling expertise, the Barra® PortfolioManager combines intuitive design with powerful analytics to help investors assess portfolio risk, performance and market standing through a customizable, scalable platform.
Access factor-based analytics and attribution engines to support portfolio research.
Adapt inputs, views and reporting to support your internal processes and data preferences.
Scale portfolio analysis and reporting with automated tools and hands-free outputs.
Gain clear visibility into what’s driving portfolio risk and return using trusted factor models.
Evaluate manager skill by separating true alpha from systematic exposures.
Stress test portfolios under market scenarios to prepare for volatility and shocks.
Resources and research
Market Shocks, Tariffs & Trends: What Investors Need to Know in 2025
In this exclusive conversation, Mark Carver explores how markets have reacted so far this year, what the latest tariff developments could mean for inflation and interest rates, and what to expect as we look ahead to 2025.
Turning Uncertainty into Opportunity: Navigating Market Stress with Confidence
In this video, MSCI experts Abhishek Gupta and Thomas Verbraken explore how investors can use stress testing and economic exposure data to better understand the impact of macroeconomic shocks—such as trade tariffs—on equity portfolios.
Hard-Landing Risks Keep Investors on Edge
Explore macro scenarios that spotlight the market impact of potential risks for investor portfolios.
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AI Portfolio Insights
Scale your risk management process to quickly and easily inform investment teams of their portfolio risk levels.
