Real Assets Portfolio Performance Insights
Understand and explain performance. Assess value creation. Make more informed investment decisions.
Gain an extensive view of performance across open-ended and closed-end funds, portfolios and underlying assets. MSCI combines independent performance analytics, rigorous analytical methodologies and market benchmarks to help understand drivers of returns and identify sources of value creation. Drawing on established industry standards and classification expertise, MSCI brings greater transparency and consistency to investment performance analysis. This analytical framework, shared by investment managers and capital allocators, supports more informed investment decisions and clearer communication of investment outcomes.
Turn performance intelligence into clear investor narratives and more informed portfolio decisions
Gain a clear, data-driven understanding of performance, risk and portfolio positioning, both within your portfolio and relative to peers and market benchmarks. AI-enabled data ingestion and standardized real asset classifications are designed to bring consistency and scale to fund- and asset-level analysis across real asset classes.
Decompose returns to distinguish market effects from investment-specific contributions, identify performance drivers and assess sources of value creation across funds and underlying assets.
Benchmark historical performance against relevant peers, build credible investor narratives and demonstrate track records to support investor engagement.
Analyze underlying asset performance, portfolio exposures and concentration risks to identify potential opportunities for value creation and inform capital allocation, portfolio management and exit strategies.
Related products
MSCI Portfolio Insights - Real Estate Closed-end Funds
Understand what’s driving fund and asset performance across your real assets portfolio. Get context with relevant peer groups and institutional benchmarks as well as attribution analysis.
MSCI Portfolio Insights - Real Estate Open-end Funds
Fund and asset performance analytics, independent real estate benchmarks and market insights to support the evaluation of core and open-end fund strategies.
