Discover what you can do with MSCI Wealth Establish a modern, rules-based approach to help you build, personalize and monitor portfolios
Build and customize house views to create differentiated model portfolios using our dynamic modeling and risk analytics.
Track adherence and drift across portfolios while enabling advisors to deliver what investors need through rules-based rebalancing and optimization.
Cultivate stronger client relationships that drive growth with needs-based proposals, scenario-based analyses, data-driven insights and tailored reports.
Position your firm for growth
Our suite of portfolio management solutions helps wealth management firms to scale personalization and create capacity for growth, leveraging over 50 years of expertise in indexes, risk, sustainability, climate and private capital.
Represent and customize your house view
Build model portfolios that align with your investment strategy with our research, indexes, sustainability data, risk analytics and more. Easily adapt model portfolios to market events or changes to house views.
Collaborate more effectively
Better align personalized client portfolios with the views of your investment teams with a rules-based approach to monitoring and rebalancing.
Drive engagement to create growth
Get the content you need to tell the right story to your clients with our higher-touch, personalized solutions, while also freeing time for client acquisition and retention.
Featured products Explore how wealth managers can work with MSCI Wealth
MSCI Wealth Manager
Leveraging our institutional-grade analytics and factor models, MSCI Wealth Manager allows collaboration between investment teams and financial advisors to personalize client portfolios while aligning to house views through the proprietary MSCI Similarity Score.
Alternative investment due diligence
Private i® gives investment teams the clear facts to evaluate and manage alternative investments and their liquidity with confidence. The platform unifies and enriches vast private asset datasets in one centralized place, efficiently delivering the information you need.
Custom Direct Indexing for client portfolios
We equip wealth managers to deliver personalized indexes and portfolios at scale. Our capabilities are designed to help meet the unique needs of client portfolios or customize their tax objectives.
MSCI Index-Linked Exchange Traded Products
For many years, MSCI has licensed its indexes to leading global asset managers who have created over 1,400+ exchange products linked to our indexes.
Industry-leading innovation and infrastructure
We go beyond traditional industry and sector exclusions to deliver scaled personalization, leveraging extensive sustainability, climate and optimization expertise as well as decades of experience building indexes and risk models for institutional investors worldwide.
Wide-ranging solutions
From indexes and risk analytics to sustainability and climate data to private market access and much more.
Leading global investor clients
MSCI provides solutions to 89 of the top 100 pensions and 96 of the top 100 asset managers.1
Experienced innovator
We have spent over 50 years delivering market-leading research, data and technology to power better investment decisions.
Integrated platforms
Our clients can access our solutions via easy-to-use platforms or get content directly through their existing workflow via APIs.
Wealth management resources
The future of risk
New solutions to power resilient portfolios and drive competitive advantage.
Navigate private assets with confidence
Find your edge with our data, indexes and platforms for confident decision-making in private asset investing.
LPL Financial partners with MSCI to offer direct indexing
See how we are partnering with a leading wealth management firm to enhance portfolio customization with direct indexing.
How can direct indexing power personalization?
Explore new tools for customized portfolio construction, tax efficiency and factor tilts.
What wealth management trends are emerging in 2025?
See how global forces are reshaping the industry.
The Power of Rules: Model Portfolios and Wealth Management
A growing number of wealth managers are turning to model portfolios to offer personalization within a scalable business model.
Measuring Tax Alpha
What is tax alpha and how can wealth managers use it to explain a client’s after-tax performance?
Redefining Portfolio Alignment for Wealth Managers
The MSCI Similarity Score represents a significant evolution in wealth-management practice, aiding firms in balancing individual client needs with scalable processes and shifting perspective from a holdings-based analysis to behavioral similarity.
1 As of June 30, 2024.