Integrate climate investing
- Measure and understand exposure to climate risk.
- Integrate climate considerations in global portfolios.
- Identify low-carbon opportunities.
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Asset Managers
Find strategic advantage in a rapidly changing marketplace
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AM Intro
The future holds promise for those equipped to adapt to changing investor preferences, new regulatory requirements and evolving markets. MSCI is here to help you gain insights into and improve transparency across the investment process.
Featured data, tools and insights
Featured data, tools and insights
Explore our wide range of critical support tools for asset managers:
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Build sustainable portfolios
- Identify and manage financially relevant ESG risks and opportunities.
- Incorporate ESG criteria into each step of the investment process.
- Execute on a strategy that meets your needs.
ESG investing
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Manage unintended risk
- Understand the sources of risk and emerging trends that matter.
- Fully integrate risk into your investment process.
- Cultivate a risk management culture across your organization.
Risk insights
AM - Featured Content
Featured content
Insights on MSCI One
Unlock intelligence in your data for better, faster decisions.
Index Solutions
Discover how our indexes help asset managers construct and manage differentiated portfolios.
Factor Models
Designed for building resilient portfolios as market conditions change.
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AM - Case Studies
Case studies
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Net-zero journey
Tailoring solutions for an asset manager to support its journey to net-zero carbon emissions.
Opportunity
One of world’s largest asset managers is a UN PRI signatory and Climate Action 100+ member. The US-based company set a net-zero target and was looking for a way to measure, monitor and report on its net-zero journey.
Solution
We delivered an integrated set of tools, data and insights with our Climate Lab Enterprise platform to help the firm actively manage its five-year interim targets leading to its commitment to reach net-zero by 2050. Access to private asset data was critical given a large allocation to private investments.
Outcome
The asset manager included climate change as a strategic risk in its risk management process and was able to identify companies, portfolios and funds that were impacting its trajectory using Implied Temperature Rise metrics to support investment selection, portfolio repositioning and engagement.
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Powering innovation
Fueling an asset manager’s innovation to deliver product differentiation.
Opportunity
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.
Solution
We developed an application comprised of custom defined MSCI tools that provide factor exposures and optimization for the client’s front-end Factor Investing Tool.
Outcome
MSCI Factor applications provided the necessary technology our client needed to differentiate their products. The advisor tool enables financial advisors to customize investors’ tilts toward the factors that influence portfolio performance.
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Building expertise
Supporting an asset manager’s desire to augment its research and advisory capabilities.
Opportunity
A global investment management firm based in Europe was seeking to enhance long-term returns while managing financial environmental, social and governance-related risks for clients worldwide.
Solution
We provided a robust data set of ESG ratings and analytics for the firm to integrate into their global systems and processes.
Outcome
The client incorporated MSCI ESG criteria across quantitative strategies, risk management, research and corporate advisory. The firm was able to deliver new products, stay on top of key risks and advise corporate clients building on this ESG expertise.
Additional resources about our offerings
Additional resources about our offerings
Want to dive deeper? Use these resources as a starting point.
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Direct Indexing Solutions
Powering personalization.
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ESG Ratings
Learn more about ESG-driven risk and opportunities.
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Custom Indexes
Leveraging over 50 years of leadership in index design.
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Thematic Investing
Capitalize on opportunities created by key long-term megatrends.
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