Showing 111 - 120 of 263 entries
MSCI BlogHow to Describe a Factor
How to define a factor? It’s a challenge for asset owners and wealth managers in evaluating how well factor products meet investment objectives. We found an improved and more robust measure can be formed by combining multiple descriptors.
Case StudyInnovation delivers product differentiation
One of the largest mutual fund organizations in the world based in the U.S. sought a solution to educate financial advisors about factor exposures. They required a robust infrastructure to power an easy-to-understand front-end advisor tool.
Case StudyElevating client communications
The Canadian subsidiary of one of the world’s largest multinational investment companies was seeking to elevate their conversations with clients above the usual fact sheets and style box reports. They wanted a tool that was easy to use and could help their sales teams differentiate themselves and their products with their financial advisor clients.
MSCI BlogWhat Fed monetary policy has meant for factors
As interest rates in the U.S. started increasing in late 2015, many investors expressed concerns over the impact that rising rates could have on their investments. However, the tone of the U.S. Federal Reserve (the Fed) shifted from “we’re a long way from neutral” in October last year to a more accommodative stance of “we will be patient” early this year, re-emphasizing that expression at the January 2019 Federal Open Market Committee meeting.
MSCI BlogRobust Selection Paid Dividends
Dividend cuts following the COVID-19 slowdown led to approximately USD 194 billion of lost dividends between February and April 2020. An approach that looked beyond dividend-yield ranking would have avoided some affected companies, based on our analysis.
MSCI BlogAre Growth and Value Indexes Still in Style?
Growth and value indexes were created in the 1980s as finer tools than market-cap indexes to measure the performance of growth and value funds. Are style-specific indexes still a relevant choice to use as benchmarks for these funds?
MSCI BlogThe Pace of Fast Change: Growth vs. Thematic Investing
Investors considering thematic investments to gain exposure to firms whose fortunes may not be captured by fundamental growth measures, may ask: What are the key opportunities – and challenges – that distinguish thematic from growth investing?
MSCI BlogThe Doctor Is Making House Calls: Capturing Exposure to Telehealth
Telehealth has the potential to reduce inequalities in access to care as well as relieve strain on health systems. We tested an approach that combines natural-language processing and MSCI ESG Ratings screens.
MSCI BlogUnderstanding the Industry-Momentum Factor
When COVID-19 first swept through global equity markets, many factors exhibited unprecedented performance swings. How could institutional investors interpret the industry-momentum factor’s moves in the context of the underlying market dynamics?
MSCI BlogInvestor Reaction to US Elections and COVID-Vaccine Progress
To gauge investor expectations after Joe Biden was declared winner of the U.S. election and good news broke about COVID vaccines, we surveyed 151 U.S.-based financial advisers. We examine the advisers’ views on the next 12 months and markets’ reaction since Election Day.