Wealth Managers

How we support wealth managers

• Portfolio construction

  Build model portfolios

  • Construct your house view asset allocation, fund model portfolios and leverage client-designed indexes, keeping your indexed separately managed account strategies in house.
  • Quickly customize your house view by incorporating sustainable preferences, thematic exposures and private assets.

• Portfolio management

  Deliver targeted client portfolio outcomes

  • Monitor adherence of client accounts to your house view strategies with customizable cross book risk monitoring through MSCI Fabric.
  • Easily move client accounts to your house view models, while working around advisor and client preferences and restrictions, with simplified optimized rebalancing.

• Sales enablement

  Fortify client relationships

  • Lead client discussions with more confidence using differentiated risk insights, ESG and climate reporting, and investment planning.
  • Access data-driven business intelligence to deliver impactful proposals and improve client reporting and digital portals.

Why MSCI?

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  Leverage the capital market ecosystem

  As a data provider to many of the world’s leading financial institutions and companies, we draw insights from asset owner and manager, insurance, banking, brokerage and hedge fund clients around the globe.

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  Access our expertise and scale

  Our research team includes leading multi-asset class experts across country, sector, factor, ESG, climate and thematic investing. And we possess the core infrastructure to support clients’ personalized requests, with operational capacity to calculate over 278,000 daily indexes¹.

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  Get the big picture

  Our integrated toolkit provides a synergistic view across asset classes, products and markets, all supported by an AI and data-rich financial infrastructure.

• ¹ As of December 2023.
• ² As of December 2023.