Client-Designed Indexes
Our client-designed indexes, leveraging more than 50 years of leadership in index design, allow investors to customize any of our equity or fixed income indexes — covering market cap, factors, thematic, sustainability, and climate — to incorporate specific client benchmark or portfolio requirements.
Target benefitsConfigure indexes to meet your needs
Customize our equity and fixed income indexes covering market cap, factors, thematic and climate.
Built for replicability and transparency, using same calculation and maintenance methodology as our core offerings.
Benefit from same long-standing production process, infrastructure and data used for calculating all MSCI indexes.
How we can help you
Our client-designed indexes can be used to reflect asset allocation views and investment strategy constraints, as well as incorporate additional criteria related to regulation.
Reduce or eliminate the need to switch indexes following a shift in strategy, gaining flexibility while potentially cutting costs, reducing risk and easing administrative burdens.
Asset owners
- Better align policy benchmark and portfolio indexes with an index designed to allow you to modify your criteria as your strategy evolves
Asset managers
- Leverage our calculation of specialized in-house indexes
- Incorporate capping criteria to help you assess alignment with regulatory guidelines
ETF managers and broker/dealers
- Construct and issue index-linked products to meet specific investment strategies
- Apply differentiated investability and liquidity criteria
Build your client-designed index in five easy steps
We use the same construction, maintenance infrastructure and robust datasets we have used to build indexes for institutional investors for over 50 years.
1. Universe and methodology
Choose your regional/country focus and parent index methodology.
2. Criteria and screens
Incorporate additional criteria or screens to refine universe.
3. Currency and tax rates
Define your currency and hedging requirements; specify applicable tax rate on dividends and type of return calculation.
4. History and rebalancing
Specify length of history, rebalancing dates and buffer requirements.
5. Data type and delivery
Choose data type — such as index level, constituent level or both — and delivery format.
Explore client-designed 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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