Custom Indexes
When building your strategy’s foundation, you shouldn’t have to trade quality for control — or speed for precision. With MSCI Custom Indexes, you don’t have to. We partner with you to go beyond benchmarks to build new products, personalize portfolios and align with regulations. Our goal is to help you design indexes across asset classes based on your unique vision, drawing on deep research-based insights and decades of index expertise so you can customize without compromise.
Powered by MSCI, tailored to your strategy
Build indexes with extensive customization capabilities aligned with your strategy across sustainability, factor, thematic, climate and multi-asset exposures.
Leverage our F9 interactive platform for faster design and simulation backed by robust calculation methodologies and infrastructure for accurate1, replicable and scalable indexes.
Turn your ideas into investable benchmarks with robust governance, high data quality and over 50 years of index experience and innovation.
A custom index is a benchmark designed with specific rules and criteria set by clients to reflect their unique strategy, objectives or constraints.
If you have more question contact us.
How we can help you
MSCI Custom Indexes are more than benchmarks — they’re engines of your innovation, enabling you to incorporate investment views, strategy constraints or regulatory requirements with optimized precision.
Whether you’re setting policy, managing portfolios or launching products, our indexes are built to minimize the need to switch benchmarks as strategies evolve, helping you reduce costs, lower risks and simplify administration.
- Align policy benchmarks and portfolio indexes with evolving investment objectives and criteria.
- Gain flexibility to adjust criteria without disrupting long-term strategy.
- Conduct performance analysis and attribution for institutional currency overlay mandates.
- Transform in-house strategies into investable indexes with built-in regulatory alignment and flexibility.
- Build differentiated products that scale without operational strain.
- Turn proprietary research into transparent, investable indexes.
- Develop differentiated index-linked products with tailored investability and liquidity rules.
- Transform in-house strategies into investable indexes with built-in regulatory alignment and flexibility.
- Enhance efficiency with MSCI’s infrastructure, data and robust methodology.
- Deliver personalized portfolios at scale through tailored index design.
- Differentiate client offerings with thematic, sustainability or factor-driven customization.
- Replicate strategies and support index arbitrage opportunities with more accuracy.
- Use custom benchmarks to quickly test, simulate and launch innovative strategies.
- Create more precise underlying indexes that capture targeted exposures.
- Build indexes targeting specific investability and liquidity criteria.
Build your custom index in five steps
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Explore Custom IndexesView performance details, fact sheets and more
These Additional Terms of Use govern your access or use of the index data and related information and materials on the MSCI web site ("Index Data"). Initial and subsequent access and use of the MSCI web site and Index Data is subject to these Additional Terms of Use.
The Index Data is for informational, non-commercial purposes only, and the user of the information contained in the Index Data assumes the entire risk of any use made of the Index Data. You understand and agree that the Index Data is provided "as is" and MSCI does not warrant the accuracy, completeness, non-infringement, originality, timeliness or any other characteristic of the Index Data.
The Index Data is not an offer or recommendation to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Further, none of the Index Data is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Reproduction, redistribution or any other form of copying or transmission of the Index Data without MSCI's prior written consent is strictly prohibited. Without limiting the generality of the foregoing, the Index Data and other MSCI intellectual property you access via the MSCI web site may not, without MSCI's prior written permission, be used as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, or used to verify or correct data in any other compilation of data or index, or used to create any other data or index (custom or otherwise), or used to create any derivative works, or used for any other commercial purposes.
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1 We have consistently maintained 99.9% accuracy rates for our indexes. “Accuracy rate” calculated based on the number of corrected data points in comparison to the total number of data points processed over one-month period. Corrected data points are identified through internal quality control procedures or through client feedback. Index corrections are subject to a 50bp correction threshold, Data for the period June 2024 through June 2025.