AI Portfolio Insights
Scale your risk management process and act faster.

Data-driven results with GenAI and modern data warehousing

MSCI AI Portfolio Insights provides actionable risk and performance insights and integrates risk management into investment decision processes. Leveraging GenAI and integrated dashboards, our solution is designed to increase speed, create efficiencies and enhance collaboration with investment teams, transforming traditional risk workflows.

Scale your risk management process

Help manage portfolios at scale by creating a modern risk infrastructure that integrates cloud and data-warehousing technology. Get fast and easy access to your data.

Increase operational efficiency

Minimize time spent looking for outliers using GenAI, with automated anomaly detection and limits monitoring.

Transform risk communication

Quickly share risk and portfolio analyses with investment teams through dynamic visuals and natural language summaries.

Solutions engineered to drive decisions with clarity and speed

AI Portfolio Insights allows you to access a broad view of the overall levels of risk and performance in your portfolios, how levels have changed over time, and the main drivers behind these changes. With the integration of AI, our solution helps identify changes to the risk and performance characteristics of your portfolios.

By leveraging Snowflake’s powerful tools, you can integrate risk and performance analytics into your existing systems, create customized reports or dashboards or run ad hoc analysis. Clearer communication and faster access to actionable results supports stronger collaboration between risk and investment teams by allowing them to easily integrate the analytics into their investment processes.

Content integration

Enhance your risk and performance processes with the integration of our content across index, sustainability and private assets.

Dynamic visuals

Get a dynamic and intuitive view of risk with asset and portfolio level information, powered by extensive data, rich analytics and research-driven content.

Easy retrieval

Use a scalable and dynamic data model which facilitates data retrieval and flexible expansion of content storage.

AI-assisted analysis

Access AI-assisted analysis on key drivers of risk or issuer sentiment — answering plain-language questions with portfolio-specific insights including impactful narrative summaries and anomaly detection.

Custom limits monitoring

Run trend analysis, anomaly detection and limits monitoring across portfolios for proactive oversight.

Connected ecosystem

From MSCI-managed Extraction-Transformation-Loading (ETL) processes to plug-ins with dashboards, Snowflake warehouses, or client tools — AI Portfolio Insights supports flexible access to  analytics within your workflows.

Curated dashboards

Easily communicate across the organization through curated dashboards or direct access to the data warehouse.

Data-driven results powered by modern distribution

Our calculation engines process client portfolios and provide statistics and analytics to a cloud-enabled warehouse. Access these results through data models integrated into Snowflake or integrate into existing processes.

Transform your risk processes with innovations in risk analytics

Watch MSCI’s latest solutions in action. See how AI insights, analysis of macro scenarios and a more complete view of risk can elevate your risk processes.

Research and resources

AI Portfolio Insights and the Future of Risk Management

Get more details with our AI Portfolio Insights fact sheet

Modernizing risk analytics with MSCI AI Portfolio Insights

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