Helping Wealth Managers Grow Their Business

Clients are demanding more from their wealth managers to better understand their portfolios and feel more confident with their decisions. Millennials are increasingly investing to do good. This is in addition to the typical demands for more bang for the buck, while keeping costs down.

Against this backdrop, wealth managers may seek to differentiate themselves from the competition and better engage their clients with new insights. This typically requires cutting-edge solutions and tools, with greater access to data and technology to support clients across the wealth lifecycle. We can help with that. Here’s how:

Redefine your wealth offering

• ESG Investing

  Clients may want to see that their investments are having an impact and are aligned with personal goals and world issues, whether that’s climate change or world hunger. Our tools provide a portfolio-level, holistic overview, designed to help you strengthen the relationship with your clients and reach out to the next generation of wealth investors. Read More.

   

• Portfolio Insights

  Our in-depth research and analytics can help you to have more informed conversations with your clients, providing you with helpful insights that can help you inject new life into your clients’ portfolios. These insights offer more tangible views on risk that can help you better align portfolios with client expectations. Our analytical tools provide insights covering risk and return, factor investing, stress tests, thematic exposures, ESG and goal planning.

• Chief Investment Office (CIO) Capabilities

  Our CIO solutions allow wealth managers to access important data, reports and tools to build out a best in class investment offering. From one provider, you can leverage risk analytics, critical index data, and ESG research & ratings to drive all manager research, investment selection, risk oversight and portfolio construction activities. This gives you the tools you need to make tough decisions more confidently. With MSCI’s CIO solutions, you can add true value to your offering, appeal to new clients and maintain strong oversight of your platforms.

• Direct Indexing

  Unlike more traditional approaches, Direct Indexing involves replicating an index of individual securities, rather than a bundled approach. We can provide you with a series of customized indexes that you can replicate in your investment strategies, providing you with greater control and significant cost savings. Our Direct Indexing solution also enables you to tax optimize your client accounts and personalize your preferences using our ESG & Climate ratings.

In short, as your clients demand more, our technology can help. Whether it’s adding ESG to portfolios, generating insights and reports, improving cost efficiencies or managing risk and return, MSCI has the tools and solutions to move your firm to a higher level.

Whether you are a high net worth wealth manager or a provider of a self-directed investment platform, our capabilities can help you enrich your client experience.

If you'd like to know more, get in touch.