Portfolio Management
Portfolio Management

Portfolios built to adapt and endure

Solutions that help you power portfolios

Portfolio managers face rising complexity, accelerating market shifts and demand for greater transparency. Our portfolio management solutions are built to help you understand risk and performance drivers, launch innovative strategies and provide better transparency enabling you to deliver differentiated and adaptive portfolios.

Build more resilient portfolios

Construct portfolios designed to adapt to market shifts and reduce downside risk using factor models, scenario analysis and dynamic risk insights.

Communicate your unique view

Use intuitive dashboards to explain return and risk drivers to clients, boards or other stakeholders and scale insights across teams.

Identify new signals

Use AI-driven tools to detect early shifts in sentiment, macro regimes or thematic trends with accelerated signal discovery.

Power resilience when markets shift

In fast-moving markets, portfolio managers need more than speed. MSCI delivers adaptive models, unique insights and scalable tools to help you manage risk, communicate clearly and compete with confidence.

Build adaptive portfolios

Our evolving models, data and analytics are designed to capture shifting regimes, integrating new signals and supporting smarter, more responsive portfolio design.

Provide greater clarity

Our solutions can help you demonstrate your value, and clearly articulate your investment decisions and performance across teams to strengthen client trust and the client experience.

Build innovative strategies

MSCI helps you strengthen your competitive edge with highly differentiated data designed to identify new signals and strategy ideas.

Across the portfolio lifecycle

MSCI’s evolving insights into sectors, style factors and megatrends are powered by over five decades of industry expertise, global data and research. Our portfolio management solutions support the full investment lifecycle — from strategy design to risk evaluation and signal innovation — to help you stay agile in fast-moving markets.

Evolving models

Stay in sync with shifting regimes with models that integrate macro trends, climate exposures and AI-derived signals to keep your strategy responsive.

 

Deep, differentiated data

Access decades of curated market, fundamental and transaction-level data — sourced from both MSCI and third-party providers — combined with sustainability, macro and thematic overlays for sharper insights.

Multi-asset performance attribution

Track return drivers across equity and fixed income with more precision, combining granular asset-level insights and top-down views of allocation and selection decisions.

AI-powered insights

We can help you more quickly assess potential portfolio scenarios, identify risks and make informed investment decisions in dynamic markets.​

Flexible, cloud-ready delivery

Access MSCI analytics your way — via hosted dashboards, APIs, Snowflake, a data cloud provider, or our order management system partners — to easily fit into your workflow.

Fortify your voice in the marketplace
Explore our featured products

Equity Factor Models

Tap into MSCI’s evolving models to identify exposures and adapt to shifting regimes.

Performance attribution models

Analyze returns across asset classes with daily insights into allocation, selection and timing decisions.

AI Portfolio Insights

Generate decision-ready insights using MSCI’s dashboards, diagnostics and explainable AI tools.

FactorLab

Find your edge faster with our latest research-enhanced datasets.

Case studies and resources

How Vestcor Gained New Insights into Risk Exposure

Learn how Vestcor reimagined pension risk management by integrating MSCI equity factor analytics across its hybrid structure.

Equity Factor Models

Understand the drivers of risk and return.

Uncertainty is everywhere.
Clarity starts here.

Discover MSCI research

Investment Trends: Keeping Pace with the First-Half Market Reshuffle

The first half of 2025 flipped the investment script. Chief Research Officer, Ashley Lester, explores whether these shifts signal a momentary wobble or a tectonic realignment in global investing. 

Market Shocks, Tariffs & Trends: What Investors Need to Know in 2025

In this exclusive conversation, Mark Carver explores how markets have reacted so far this year, what the latest tariff developments could mean for inflation and interest rates, and what to expect as we look ahead to 2025. 

Factor Indexing Through the Decades

Most of MSCI’s factor indexes have delivered significant premia over the last 50 years. Though the factor playbook still matters, we explore revisions geared toward tomorrow’s risks and opportunities. 

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Risk Management Solutions

Embrace the future of risk for more resilient portfolios.