MSCI helps pensions, sovereign wealth funds, insurance companies and other institutional investors make better investment decisions through consistent frameworks and tools to assess their portfolios.

Holding long term investments requires understanding, identifying and managing financial risks and opportunities. Long term investors must regularly and rigorously assess the resilience of their asset allocation, portfolio construction and risk management decision-making processes.

Every investor may be affected by asset owners’ focus on climate change, private assets and advanced technology.

MSCI is a leader in providing tools to help asset managers build and manage better portfolios. Asset owners use our research, data, benchmarks and multi-asset class risk management tools.

The new MSCI ESG Universal Indexes are a modern way of indexing, and are designed to address the needs of asset owners (who also classify themselves as universal owners), who may look to enhance their exposure to ESG while maintaining a broad and diversified universe to invest in.

Our survey of institutional investors showed that larger firms are focused on longer term industry trends, while smaller firms are more impacted by shorter-term issues like costs and skills shortages. What’s next on the priority list for the largest asset owners, and how can smaller ones keep up?

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Risk Management Analytics

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Risk Management Analytics

Press Release

Research Paper

This quarterly Risk Monitor for Asset Owners reports on the risk and return behavior of five representative pension plans. This edition reports on Q4 2013.  We present the performance and risk of assets during the past year and past quarter, adding in liabilities to examine funding status and surplus risk. We apply stress tests and show the effects of the scenarios on both the asset portfolios and funding status.  Finally, we present the evolution of risk and return of the...

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