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Our world-class research, analytics and indexes provide you with the tools to build, monitor and adjust your investment portfolios to meet your clients’ needs and help them achieve their goals.

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Experience the difference

Our value in action

Case Study

To elevate and differentiate your product

May 10, 2019
Case Study

Supporting client acquisition through efficiencies

May 10, 2019
Case Study

Flexible technology elevates client offerings

May 10, 2019
Case Study

To elevate and differentiate your product

May 10, 2019
Case Study

Supporting client acquisition through efficiencies

May 10, 2019
Case Study

Flexible technology elevates client offerings

May 10, 2019

Wealth - Our Solutions

Solutions for wealth managers

ESG ratings1

We help institutional investors understand ESG-driven risk and opportunities.

MSCI FaCS

A common language for Factor Investing.

MSCI Beon


Wealth - ESG Ratings footnotes


1 ESG data, research and ratings are produced by MSCI ESG Research LLC.


Wealth page - Research

Research for wealth managers

MSCI’s research organization is a multi-disciplinary team made up of over 200 professionals globally specializing in ESG, fixed income, global equities, multi-asset classes and private assets.

China and the future of equity allocations

What does the partial inclusion of China A shares in MSCI indexes mean for global and emerging market equity portfolios?

A road map for resilient carbon-transition portfolios

Is your portfolio ready for the transition to a low-carbon economy?

Best Practices in Factor Research and Factor Models

We review the theoretical and empirical foundations of our factor research and factor models.

China and the future of equity allocations

What does the partial inclusion of China A shares in MSCI indexes mean for global and emerging market equity portfolios?

A road map for resilient carbon-transition portfolios

Is your portfolio ready for the transition to a low-carbon economy?

Best Practices in Factor Research and Factor Models

We review the theoretical and empirical foundations of our factor research and factor models.

Related blogs

Related blogs


Real estate may be yielding less than you thought

Real estate may be yielding less than you thought

Blog postDo investors fully appreciate how much capex their portfolios require to generate attractive yields, and how doing so may help them gain a better understanding of their portfolio’s income profile?

Factors’ active role in portfolio construction

Factors’ active role in portfolio construction

Research - As important systematic sources of risk and return, factors play a vital role in building, maintaining and measuring actively managed equity portfolios. Investors and technology continue to grow more sophisticated, which has given rise to new ways of gathering, sorting and analyzing information — and new investment approaches.

Wealth Product Lines

Index

MSCI indexes are built on our Modern Index Strategy, which provides consistent treatment across all markets and ensures best practices in investability and replicability, avoiding benchmark misfit and uncompensated risks.

Analytics

Our Analytics offers a full view of risk and return with content and tools to help understand market, credit, liquidity and counterparty risk across all major asset classes, spanning all time horizons.

ESG

MSCI ESG Research measures and models environmental, social and governance (ESG) risk to provide critical insights that can help investment managers understand how ESG can impact the long-term risk and return profile of their investments.

Real Estate

Real Estate research and business intelligence provide tools and insights to institutional investors and real estate owners, managers, brokers and occupiers worldwide on public and private real estate assets.

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