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 strategies. We work with CIOs and investment teams across major banks, brokerages, RIAs, multi-family offices, and external asset managers to make it happen.

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

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

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

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

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

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