Portfolio construction
Build and customize house views to create differentiated model portfolios using our dynamic modeling and risk analytics.
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Unlock portfolio personalization at scale
Investors have come to expect distinct portfolios that speak to their specific needs. Our suite of portfolio management solutions enables you to quickly personalize portfolios at scale and create the capacity for long-term business growth. We leverage over 50 years of expertise developing risk analytics, sustainability data, climate technology and private capital insights to help wealth management firms deliver the personalized experience their clients demand.
Connect with usEstablish a modern, rules-based approach to help you build, personalize and monitor portfolios.
Build and customize house views to create differentiated model portfolios using our dynamic modeling and risk analytics.
Track adherence and drift across portfolios while enabling advisors to deliver what investors need through rules-based rebalancing and optimization.
Cultivate stronger client relationships that drive growth with needs-based proposals, scenario-based analyses, data-driven insights and tailored reports.
Access critical insights investment teams, portfolio managers and financial advisors need to make more informed decisions and deliver the flexibility their clients need.
Build model portfolios that align with your investment strategy with our research, indexes, sustainability data, risk analytics and more. Easily adapt model portfolios to market events or changes to house views.
Better align personalized client portfolios with the views of your investment teams with a rules-based approach to monitoring and rebalancing.
Get the content you need to tell the right story to your clients with our higher-touch, personalized solutions, while also freeing time for client acquisition and retention.
Explore all the ways to work with MSCI Wealth.
Leveraging our institutional-grade analytics and factor models, MSCI Wealth Manager allows collaboration between investment teams and financial advisors to personalize client portfolios while aligning to house views through the proprietary MSCI Similarity Score.
Learn moreWhether it is inside proprietary firm platforms or integrations into 3rd-party solutions, MSCI Wealth provides data and insights across indexes, risk analytics and sustainability requirements.
MSCI Wealth can provide firms with additional solutions across custom direct indexing, BarraOne risk analytics, and private assets due diligence to allow investment teams to insource key investment decision-making capabilities.
MSCI Index-Linked Exchange Traded Products
For many years, MSCI has licensed its indexes to leading global asset managers who have created over 1,400+ exchange products linked to our indexes.
We go beyond traditional industry and sector exclusions to deliver scaled personalization, leveraging extensive sustainability, climate and optimization expertise as well as decades of experience building indexes and risk models for institutional investors worldwide.
We offer a broad range of solutions to strengthen your investment strategies — from indexes and risk analytics to sustainability and climate data to private market access and much more.
MSCI provides solutions to 89 of the top 100 pensions and 96 of the top 100 asset managers.1
We have spent over 50 years delivering market-leading research, data and technology to power better investment decisions.
Our clients can access our solutions via easy-to-use platforms or get content directly through their existing workflow via APIs.
A growing number of wealth managers are turning to model portfolios to offer personalization within a scalable business model.
What is tax alpha and how can wealth managers use it to explain a client’s after-tax performance?
Learn how wealth managers can strategically integrate factor, thematic and sustainable investing to personalize model portfolios.