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Wealth Managers
Advancing Wealth
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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.
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Our Solutions
Discover the key ways we assist wealth managers and advisers.
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Solutions Development
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.
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Sales Enablement
Grow and Convert Clients
Empower 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.
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Client Engagement
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.
ESG Ratings
Additional Resources About Our Offering
Want to dive deeper? Use these further resources as a starting point.
ESG Ratings
Learn more about ESG-driven risk and opportunities.
ESG Ratings
MSCI FaCS
Explore the benefits of using a common language for factor investing.
FaCS
Thematic Investing
Review how thematic investing can help you capitalize on opportunities created by macroeconomic, geopolitical and technological trends.
Thematic Investing
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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.
Featured Content
Featured Content
Visualizing Investment Data
Visualizing Investment Data
We explore and explain topics covering ESG, Climate, thematic and global investing through visually impactful infographics.
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Research for Wealth Managers and Advisers
Our research organization is a multi-disciplinary team made up of over 200 professionals globally specializing in ESG, fixed income, global equities, multi-asset classes and private assets.
Foundations of Climate Investing
This research looks at how equity markets have priced climate transition risks and whether companies climate transition risk profiles affect performance?
Access ReportUsing Factors as a Magnifying Glass for Equities
Factors can provide great insights into stocks and equity portfolios. We can see that Amazon, Microsoft, Netflix and Zoom Video were not as similar as they appeared at first blush.
Read the BlogSome ESG Funds Are Not like the Others
ESG funds’ holdings can vary significantly, depending on their objectives, methodologies and geographic exposures. We examined the 20 largest ESG equity funds in our coverage universe.
Learn MoreInterested in Insights for Wealth Managers?
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