MSCI Wealth
HQ Address
250 Greenwich St, New York, NY 10007, United States
Website Address
Business introduction
Where is wealth management headed next?
We drive innovation by turning data into insights that power better decisions
Our vision
MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language.
Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation.
We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.
MSCI Wealth Solutions
Barra®One
See risk from many angles Manage exposures across public and private assets and derivative contracts with Barra factor risk models, value-at-risk analysis and full revaluation-based stress tests. Analyze performance across asset classes Assess the impact of your investment decisions with dedicated attribution models designed to evaluate performance for single and multi-asset class portfolios. Stress......
business needs
view solution
MSCI Direct Indexing
Personalize portfolios with speed and global reach Built on decades of index innovation and extensive international equity expertise, our direct indexing solutions enable wealth managers to design personalized, tax-efficient portfolios at scale with operational efficiency. And with our ADR Indexes, you can extend personalization beyond U.S. equities — delivering global diversification......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
MSCI Wealth Manager
Introducing MSCI Wealth Manager MSCI Wealth Manager is designed to streamline client portfolio management for investment teams and the financial advisors they support. Leveraging MSCI’s financial expertise, firms can deliver personalized portfolios at scale and facilitate efficient portfolio design, monitoring, and investment proposal generation while ensuring consistency with the firm’s investment......
business needs
view solutionRiskMetrics® WealthBench
The highly configurable SaaS platform incorporates robust analytics, high quality market data, back-tested models and transparent methodologies to provide a feature rich environment for advisors to manage client wealth and financial risk. ...
