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swissQuant integrates MSCI Data to boost sustainability in wealth management

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ImpaQt+

ImpaQt Wealth is a modular, end-to-end advisory and discretionary portfolio management system featuring a modern UI, state-of-the-art risk engine, and award-winning portfolio optimizer. Seamlessly integrating sustainability preferences and ensuring reporting compliance throughout the entire client lifecycle, ImpaQt Wealth can be integrated as a standalone solution or via API and is...

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by swissQuant Group
| 09/11/2023 14:00:00

swissQuant is excited to announce a collaborative effort with MSCI, a leading provider of Environmental, Social, and Governance (ESG) data, to integrate MSCI sustainability data into its market-leading wealth management platform, ImpaQt Wealth.

This innovative alliance offers private banks and wealth managers synergies between swissQuant’s digital front platform and MSCI’s ESG, Sustainable Development Goals (SDG), and Climate data. Our end-to-end workflow platform for wealth advisory provides a superior digital experience to relationship managers and clients and is now enhanced with MSCI’s ESG and Climate solutions. 

Our platform empowers banks to offer highly customised services to their diverse clientele, including retail, affluent, High-Net-Worth Individuals (HNWI), and Ultra-High-Net-Worth Individuals (UHNWI). Client-specific preferences, ranging from standard allocation restrictions to ESG preferences and bespoke strategies, are effortlessly incorporated into the investment process. 

The integration of MSCI data brings an extensive suite of sustainability metrics, accessible at strategy, portfolio, and instrument levels, to the ImpaQt community. This broadens the opportunities for delivering sustainability-focused investment solutions that go beyond regulatory compliance. 

Mohamed Louizi, COO of swissQuant, comments: “Our ImpaQt Wealth platform offers comprehensive workflows for Advisory and Discretionary Portfolio Management, harnessing our unique capabilities in portfolio risk and optimisation. By integrating MSCI’s sustainability data, we ensure our clients have access to an extensive range of ESG, SDG, and Climate data across various asset classes. This allows advisors and portfolio managers to concentrate on client interaction and deliver sustainable investment solutions.” 

Nick Mihic, Managing Director and Head of EMEA Wealth at MSCI, notes: “We welcome the opportunity to collaborate with swissQuant to help banks, asset managers, and family offices access our ESG and climate solutions through the ImpaQt Wealth platform. This will enable investors to integrate sustainability into their investment process and better manage risks and opportunities.”

Read the original article here.