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

Flexibility

Build indexes with extensive customization capabilities aligned with your strategy across sustainability, factor, thematic, climate and multi-asset exposures.

Trusted quality

Leverage our MSCI custom index engine for faster design and simulation backed by robust calculation methodologies and infrastructure for accurate1, replicable and scalable indexes.

Expertise

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.

Built by You. Backed by MSCI.

Watch how we can help you transform your ideas into indexes that reflect your clients' unique goals.

Custom indexes, built for how you invest

Asset owners
  • Turn investment policy and fiduciary commitments into transparent, board-ready benchmark rules.
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  • Simulate and stress-test multi-dimensional allocation strategies before they shape your benchmark.
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  • Maintain a clear audit trail and consistent attribution as mandates move in-house.
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Active managers
  • Turn factor tilts, sector positions and exclusion screens into transparent index rules.
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  • Measure active risk and attribution against a benchmark built around how you actually invest.
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  • Validate proprietary signals in a secure environment, then formalize them into rules-based indexes.
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Indexed managers
  • Move from investment thesis to index-linked product faster, without sacrificing institutional rigor.
  • Scale differentiated products across ETFs, structured products and other vehicles with consistent governance.
  • Build on the same infrastructure and data behind MSCI's flagship indexes.
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Wealth managers
  • Deliver personalized portfolios at scale through tailored index design.
  • Differentiate client offerings with thematic, sustainability or factor-driven customization.
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Hedge funds
  • Replicate strategies and support index arbitrage opportunities with more accuracy.
  • Use custom benchmarks to quickly test, simulate and launch innovative strategies.
Structured products
  • Create more precise underlying indexes that capture targeted exposures.
  • Build indexes targeting specific investability and liquidity criteria.
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Build your custom index in five steps

A horizontal five-step process diagram illustrating key phases of an index creation workflow. Each step is represented by a rounded rectangle with a gradient background and white numbering. Step 1, labeled “01 Universe + methodology,” is shaded in light blue. Step 2, “02 Additional criteria + screen,” is in medium blue. Step 3, “03 Currency + tax rates,” appears in dark blue. Step 4, “04 History + rebalancing,” is colored in teal. Step 5, “05 Delivery format,” is in bright turquoise. Each step includes a small rightward arrow below the text, visually connecting the sequence from step 1 to step 5, representing a linear progression of tasks.

Related to custom indexes

Index-Linked Products

Discover MSCI indexes underlying exchange-traded products to power your investment strategy.

Direct Indexing

Explore indexes designed to equip wealth and asset managers with the ability to deliver personalized indexes and portfolios at scale.

Market Cap Indexes

View our extensive suite of investable large-, mid- and small-cap indexes designed to represent and measure global equity markets.

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.