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 using 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.

  • Solutions development

    Research, test and build new portfolios for your clients

    Create scale and consistency in portfolio construction with our capabilities across indexes, ESG, climate 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, e.g., Direct Indexing

    Create exemplary investment solutions. Integrate risk analytics, factor exposures and ESG research. Monitor risk analytics and ESG at scale.

  • Sales enablement

    Grow and convert clients
    Empower your teams with robust knowledge, fresh insights and enhanced confidence. We support 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 tangible and meaningful 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.



Featured Content

Featured content


Direct Indexing Solutions

Direct Indexing Solutions

Explore our simple guide that shows how Direct Indexing helps solve your business challenges.

Climate Exposure and Its Impact on a Client’s Portfolio

Climate Investing Video Series for Wealth Managers

This video series stresses the importance of understanding climate change's impact on portfolios. April Cody from MSCI discusses how climate investing metrics can help Advisors both navigate risks and identify opportunities. It also explores all the resources available to help Wealth Managers and Advisors to integrate climate considerations into their client's portfolios.

Personalizing Climate-Focused Wealth Management Portfolios

Personalizing Climate-Focused Wealth Management Portfolios

The growing focus by investors on climate change is leading wealth managers to personalize portfolios in ways that off-the-shelf model portfolios may not address.

ESG and Climate Guide for Advisers

ESG and Climate Guide for Advisers

Advisers with the knowledge and tools to understand the nuances of ESG and Climate investing and position client portfolios accordingly can deliver additional value to clients and strengthen relationships.

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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Additional resources about our offerings

Want to dive deeper? Use these further resources as a starting point.

  • ESG Ratings

    Learn more about ESG-driven risk and opportunities.

  • MSCI FaCS

    Explore the benefits of using a common language for factor investing.

  • Thematic Investing

    Review how thematic investing can help you capitalize on opportunities created by macroeconomic, geopolitical and technological trends.


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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.

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