use case - msci wealth

A new rules-based approach to portfolio management

Find a competitive edge in meeting clients’ personal goals while adhering to your firm’s market views. MSCI Wealth Manager, formerly known as Fabric, offers a technology platform for portfolio design, customization and analytics, fully integrated with our indexes, sustainability data and private asset insights.

Personalize portfolios

Design portfolios aligned with clients’ unique goals with enhanced ability to personalize around taxes, risk tolerance, values and climate.

Share house views

Set and distribute your firm-wide investment strategies and models directly within your advisors’ workflows.

Custom reporting and proposal generation

Deliver insights and proposals tailored to client needs, fostering stronger relationships through personalized, data-driven conversations.

Monitor adherence

Monitor portfolio alignment with target models, run stress tests and generate tailored reports to communicate risk and performance to clients.

Rebalance to needs

Assess the impact of portfolio changes on client goals, optimizing for taxes and transaction costs, with rebalancing to fit client needs.

Analyze private assets

Model private asset risks and returns to show clients the benefits of multi-asset portfolios, including those with private equity and real estate assets.


product preview - MSCI Wealth Manager

Introducing the MSCI Similarity Score

Redefine portfolio alignment by tracking investment team and client outputs through one simple, common score. Focus on portfolio risk and return rather than the exact holdings using a factor-based approach.

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Features - MSCI Wealth Manager

Find your competitive edge in portfolio management

  • Promote consistency

    Distribute firm-wide strategies directly within advisor workflows to ensure portfolio consistency. Enable advisors to build client portfolios using house view models and approved funds.

  • Uncover misalignment

    Monitor deviations between house view, client targets and actual portfolios. Identify misaligned portfolios and drill down into specific reasons to take corrective action efficiently.

  • Look ahead

    Develop projections and scenario analysis to help understand how portfolios may perform under different market conditions for a clearer view of potential outcomes and better decision-making.

  • Streamline prospecting

    Facilitate prospecting by enabling advisors to build relationships and deliver personalized solutions. Import prospect data to generate insights, create reports and position to win new business.


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Research - MSCI Wealth Manager

Research

The power of rules: Model portfolios and wealth management

A growing number of wealth managers are turning to model portfolios to offer personalization within a scalable business model.

Measuring tax alpha

What is tax alpha and how can wealth managers use it to explain a client’s after-tax performance?

Redefining Portfolio Alignment for Wealth Managers

Redefining Portfolio Alignment for Wealth Managers

The MSCI Similarity Score represents a significant evolution in wealth-management practice, aiding firms in balancing individual client needs with scalable processes and shifting perspective from a holdings-based analysis to behavioral similarity.


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