Build a benchmark to bridge each transition
See how a Head of In-House Investments can use MSCI Custom Indexes to internalize mandates while maintaining governance and alignment.
Your mandate deserves a benchmark that carries it forward
Your institution is bringing management in-house. The investment thesis hasn’t changed. A custom index lets your benchmark evolve alongside your process, running in parallel to how it worked before.
The board needs assurance that nothing slipped through the cracks: that exposures stayed aligned, governance held and the transition didn’t introduce unintended risk. Without an index designed for the new reality, change becomes harder to trace and decisions are difficult to explain.
- The benchmark no longer aligns with your internal investment process.
- Board scrutiny increases when governance isn’t clearly demonstrated.
- Attribution and risk reporting lose credibility.
MSCI Custom Indexes create a transparent audit trail
Design a custom index that inherits the original benchmark logic while aligning to your internal process. Exclusion screens, factor exposures and policy constraints are documented and embedded in the methodology. Every adjustment is recorded, giving the board and consultants a clear line of sight from the original mandate to the current benchmark.
- Index methodology preserves the logic behind the original mandate.
- Thorough documentation creates a clear record of each adjustment.
- Attribution and risk measurement remain consistent throughout the transition.
Now, every change can be traced
The index becomes a seamless extension of the original mandate, not a source of uncertainty. Your board sees a well-documented, rules-based benchmark that carries the original mandate forward with full transparency. Quarterly reviews shift from defending the transition to discussing strategy.
- Complete transparency supports board and consultant confidence.
- Reviews focus on portfolio performance, not transition justification.
- The benchmark evolves alongside the mandate as the internal team refines its approach.
Dive deeper into custom indexes
Make your mark. Build an index.
Standard indexes remain the foundation for measuring the market. When your mandate calls for something more specific, a custom index carries the continuity your board and consultants expect.
Learn how custom indexes solve different challenges
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Need an index that moves with your mandates?Let's build it together.
* Data as of June 30, 2026. All ETP data sourced from LSEG Data & Analytics and MSCI internal data.