Direct IndexingHelping wealth and asset managers deliver personalized portfolios.
Better support personalized portfolios
Our direct indexing solutions are designed to help wealth and asset managers expand their offering, attract assets and gain a deeper understanding of their clients’ needs. By delivering tailored portfolios, you position yourself as a sophisticated adviser, enabling growth through personalized investment strategies.
With the capacity to calculate over 246,000 daily indexes and over 50 years of leadership in index design,¹ we provide the infrastructure to support your clients’ personalized requests.
Create personalized, international portfolios for U.S. investors using the MSCI EAFE Expanded ADR Index, covering 70% of the market cap of the standard MSCI EAFE index.
We have been integrating sustainability into indexes since 1990, leveraging insights backed by hundreds of global sustainability and climate analysts to create data-driven solutions.²
Our tax optimization tools balance tax efficiency with tracking error. We offer algorithms designed to enable you to minimize short-term tax exposures while keeping portfolios aligned with the underlying index.
Unique benefits from MSCI
Direct indexing enables wealth and asset managers to offer scalable, personalized portfolios based on their clients' unique investment goals.
Portfolio customization
Create portfolios you tailor for specific client objectives, from sustainability preferences to tax goals.
Client-centric offerings
Deliver greater transparency, choice and personalized advice aligned with clients' values and financial aspirations.
Scalable tools
Leverage our optimization tools and reporting systems to efficiently scale investment offerings to meet diverse client needs.
How can direct indexing power personalization?
Learn how direct indexing can help you express sustainable preferences and provide your clients with tax optimization opportunities.
How does Direct Indexing work?
Explore this top-down investment approach that aims to capitalize on opportunities created by macroeconomic, geopolitical and technological trends.
With direct indexing, you enable your clients to directly own individual securities as part of an index-linked, separately managed account that you tailor for specific goals. At MSCI, we can deliver client-designed indexes that use criteria you set to incorporate your clients’ needs. You also can leverage our full toolkit of standard indexes, optimization tools, risk models and reporting.
See how a custom-made index is built:
Research and resources
Want to learn how direct indexing can support your wealth business?
MSCI Wealth can help firms personalize portfolios at scale
Enabling investment teams, portfolio managers and financial advisors to deliver tailored investment strategies to address their clients’ changing needs.
1 As of December 31, 2024.
2 In 1990, through legacy firm KLD, we launched one of the world’s first socially responsible investing indexes, the MSCI KLD 400 Social Index. Number of analysts as of August 31, 2024.