Quantitative Investment SolutionsEnabling customization at scale.
Deliver the personalization clients demand
Today's investors expect portfolios that reflect their individual values, preferences and financial goals — increasing the demand for customized portfolios. We enable portfolio managers to construct tax-optimized and customized portfolios at scale across thousands of separately managed accounts daily through Quantitative Investment Solutions, our easy-to-integrate optimization toolkit.
Construct tax-aware portfolios that address a range of diverse scenarios, from non-taxable to tax neutrality to max loss harvesting.
We enable portfolio managers to scale personalization, going from a single account to hundreds, or even thousands, of accounts in minutes.
Backed by partnerships with Microsoft and Google, our solution is designed to meet high-volume business needs and minimize operational costs.
Features and capabilities
Spend less time on implementation and more time on clients and business growth with a solution built with 25 years of optimization experience.
Integration
Incorporate our leading indexes, risk models, and sustainability and climate capabilities.
Usage pricing
Pay for using the service — and only the content you need — to help control costs.
Modularity
Implement our components separately or together to meet your business requirements.
Flexibility
Use as a standalone solution, on top of existing solutions or integrated with other MSCI offerings.
Research and resources
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Direct Indexing
Discover how wealth managers can use direct indexing to customize portfolios at scale to meet client needs.
