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MSCI Wealth can help firms personalize portfolios at scale

Investors have come to expect distinct portfolios that speak to their specific needs. Our suite of portfolio management solutions enables you to quickly personalize portfolios at scale and create the capacity for long-term business growth. We leverage over 50 years of expertise developing risk analytics, sustainability data, climate technology and private capital insights to help wealth management firms deliver the personalized experience their clients demand.

Connect with us

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Discover what you can do with MSCI Wealth

Establish a modern, rules-based approach to help you build, personalize and monitor portfolios.

  • Portfolio construction

    Build and customize house views to create differentiated model portfolios using our dynamic modeling and risk analytics.

  • Portfolio management

    Track adherence and drift across portfolios while enabling advisors to deliver what investors need through rules-based rebalancing and optimization.

  • Sales enablement

    Cultivate stronger client relationships that drive growth with needs-based proposals, scenario-based analyses, data-driven insights and tailored reports.


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Position your firm for growth

Access critical insights investment teams, portfolio managers and financial advisors need to make more informed decisions and deliver the flexibility their clients need.

Build model portfolios that align with your investment strategy with our research, indexes, sustainability data, risk analytics and more. Easily adapt model portfolios to market events or changes to house views.

Better align personalized client portfolios with the views of your investment teams with a rules-based approach to monitoring and rebalancing.

Get the content you need to tell the right story to your clients with our higher-touch, personalized solutions, while also freeing time for client acquisition and retention.

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Featured products

Explore all the ways to work with MSCI Wealth.

MSCI Wealth Manager (formerly known as Fabric)

Leveraging our institutional-grade analytics and factor models, MSCI Wealth Manager allows collaboration between investment teams and financial advisors to personalize client portfolios while aligning to house views through the proprietary MSCI Similarity Score.

Learn more

Inside existing platforms

Whether it is inside proprietary firm platforms or integrations into 3rd-party solutions, MSCI Wealth provides data and insights across indexes, risk analytics and sustainability requirements.

Empowering in-house investment evaluations

MSCI Wealth can provide firms with additional solutions across custom direct indexing, BarraOne risk analytics, and private assets due diligence to allow investment teams to insource key investment decision-making capabilities.


Our legacy - MSCI Wealth


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Industry-leading innovation and infrastructure

We go beyond traditional industry and sector exclusions to deliver scaled personalization, leveraging extensive sustainability, climate and optimization expertise as well as decades of experience building indexes and risk models for institutional investors worldwide.

  • Wide-ranging solutions

    We offer a broad range of solutions to strengthen your investment strategies — from indexes and risk analytics to sustainability and climate data to private market access and much more.

  • Leading global investor clients

    MSCI provides solutions to 89 of the top 100 pensions and 96 of the top 100 asset managers.1

  • Experienced innovator

    We have spent over 50 years delivering market-leading research, data and technology to power better investment decisions.

  • Integrated platforms

    Our clients can access our solutions via easy-to-use platforms or get content directly through their existing workflow via APIs.


resources - wealth segment


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Interested in solutions from MSCI Wealth? Get in touch.

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Research - Align Sustainability and Climate with Regulations Duplicate 1

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.


Footnotes - Align Sustainability and Climate with Regulations Duplicate 2

  • 1 As of June 30, 2024.