Wealth Managers - Intro
High-net-worth individuals have faster access to financial data and news today. Armed with that information, they are becoming more sophisticated investors, seeking deeper analyses that use state-of-the-art tools. Wealth Managers need to meet these rising client expectations. We can help. MSCI is advancing wealth.
Our Solutions content Type 2
Discover the key ways we assist wealth managers and advisers.
Research, test and ultimately build new portfolios for your clients
Create scale and consistency in portfolio construction with our capabilities across Indexes, ESG & Climate research, and Analytics. We offer foundational solutions and tools and content to power your activities across:
- Manager research and product due diligence
- Portfolio construction
- Risk monitoring and suitability
- Scaled personalized investing eg. Direct Indexing
Create exemplary investment solutions. Integrate risk analytics, factor exposures and ESG research. Monitor risk analytics and ESG at scale.
Grow and Convert ClientsEmpower your teams with robust knowledge, fresh insights and enhanced confidence. We enhance your sales enablement capabilities through:
- Differentiated risk insights
- ESG and climate reporting
- Investment planning
Get data-driven business intelligence. Power effective investment decisions between advisers and clients. Better understand new investments.
Have Better Conversations
Shift your conversations from technical exposure views and performance metrics to valuable insights that lead to more meaningful and tangible client discussions and outcomes. We enhance your client engagement through:
- ESG ratings
- Factor and revenue exposure
- Risk impacts and stress tests
Elevate the value of your advice. Differentiate yourself with holistic portfolio diagnostics. Expand your business.
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If You’d Like to Know More, Get in Touch
Whether you are incorporating ESG into portfolios, generating insights and reports, improving cost efficiencies or managing risk and return, you need the right tools and solutions to move your firm to a higher level.
Visualizing Investment Data
Additional Resources About Our Offering
Want to dive deeper? Use these further resources as a starting point.