Total Plan Manager Q3 2025 Enhancement Overview

As part of MSCI’s quarterly webinar series, watch the event replay which highlights the latest enhancements to Total Plan Manager. 

MSCI experts walk through the newest Total Plan Manager capabilities that make data access and analysis faster, deeper, and more efficient. The session also includes a live demo of the platform to showcase these enhancements in action. 

Highlights: 

• Report Batching: A powerful new capability to generate reports for large groups of funds or portfolios with a single click. Instead of repeating the process for each variation, you can set up once, batch the runs, and let the system handle the rest. 
• Private Capital Transparency Updates: Access new datasets, including Holdings-level Fundamentals and Private Credit Security Terms, plus new fields like Datonomy, SFDR Article, Manager EDCI Signatory, and Manager PRI Signatory across Transparency Modules, Reports, Widgets, and the Excel Add-in. 
• MSCI Factor Risk: Powered by MSCI’s MAC.L model, this new integration delivers factor-driven, holdings-based, ex-ante risk modeling—enabling investment and risk teams to benchmark and quantify total and active risk and stress-test outcomes across both public and private assets. 
• Excel Add-in: Introducing new custom functions for single data pulls and arrays, delivering major speed improvements. The session will also walk through the simple process of converting existing workbooks to the new Total Plan Manager namespace.