Total Plan Manager Ehancements Q1 2026
- April 15, 2026
- 11:00 a.m. EDT New York • 4:00 p.m. BST London
- Location: Virtual Platform
To open 2026, Total Plan Manager delivered a new wave of enhancements focused on more flexible capital planning, smarter document management, and expanded risk and reporting capabilities across total plan workflows.
Join us on the 15th of April at 11:00 a.m. EST for MSCI's Total Plan Manager Q1 2026 Enhancements Webinar, where we'll walk through the most impactful updates — plus what's coming next.
Q1 2026 highlights include:
Pacing Model Updates – Updated cashflow forecasting powered by MSCI’s world class Private Capital Universe dataset, reflecting current market trends.
Moody’s Credit Ratings – Last year, MSCI and Moody’s joined forces to offer independent, standardized credit assessments for private credit investments that includes implied ratings using Moody's rating scale. MSCI is deepening the relationship with Moody’s and now provides Moody’s Credit Ratings for public credit securities.
HedgePlatform data – Unlike traditional risk reports, HedgePlatform provides position derived, bottom-up exposures. These exposures are independent of manager disclosure, with data sourced in many cases from administrators and standardized in the MSCI taxonomy.
More reliable report scheduling - Named time zone support ensures report package schedules run consistently, even across Daylight Saving Time transitions.
Report Builder Fields widget Display selected field values directly in custom reports using the new Fields widget — giving teams greater control over report content.
Expanded Portfolio Locking controls — Filter the Portfolio Locking page by custom field and external identifier values for more granular portfolio management.
Plus a look ahead at what’s coming next for Total Plan Manager.
