MSCI, Now Inside Claude for Financial Advisors

New York – October 27, 2026 – The MSCI Connector brings MSCI’s data into Claude for Financial Advisors, so advisors can analyze portfolios across markets and bring those insights into client conversations quickly. 

Wealth management firms can use the MSCI Connector to access institutional-grade intelligence, including MSCI private assets data, indexes and analytics. The connector supports the following capabilities:

• Index performance and analytics – Query MSCI public and private markets index performance, constituents, factor analytics and methodology documentation.
• Private markets benchmarking – Benchmark private equity, private credit and real assets funds using IRR, TVPI, DPI and other performance measures. 
• Multi-asset portfolio transparency – Access portfolio holdings, performance, transparency, liquidity and cash flow data across public and private markets.
• Real assets index intelligence – Query performance for direct property, property fund, infrastructure and debt fund indexes across global markets, including headline performance metrics (Total Return, Capital Growth, Income Return) and underlying fundamentals with sector, geographic and asset characteristic breakdowns. 
• Sustainability and climate insights – Query and analyze MSCI’s sustainability ratings, scores, controversies, business involvement screening and emissions data through natural language to support your own research.
• Portfolio risk and factor Insights – Ask natural language questions about portfolio risk, factor exposures and trends, grounded in entitled MSCI AI Portfolio Insights data. 

Each capability connects securely to MSCI and delivers data accessible within a client’s existing entitlements. Capabilities can be used independently or in combination within the same conversation.

“Institutional-grade portfolio intelligence helps wealth advisors deliver more informed, personalized advice at scale,” said Jorge Mina, Chief Operating Officer, MSCI. “With MSCI inside Claude for Financial Advisors, wealth management firms can put the power of our indexes, private markets data and sustainability insights directly into their advisors’ workflows. Trusted, actionable intelligence in the moment of a client conversation helps advisors turn complex data into insights that strengthen client relationships and support better investment decisions.”

The MSCI Connector is available to eligible clients, subject to their existing MSCI data entitlements and the applicable terms of MSCI's AI Contract Supplement.